Admin - Getting started

How to set up your new GoalDriver account if you are an admin, including inviting other users, setting permissions, setting up teams and setting up new organisations.

Inviting a new user
Please note - you must have admin privileges' in your organisation to be able to invite a new user.  Click your name in the top right and go to use...
Fri, 15 Jan, 2021 at 4:37 PM
Editing & removing users
Please note - you must have admin privileges' in your organisation to be able to edit and remove a user.  Editing a user Click your name in the t...
Fri, 26 Mar, 2021 at 4:24 PM
Setting up a new team
You can group your users into teams in GoalDriver. You may wish to do this so you can group all of your marketing department together, or maybe your sales t...
Fri, 15 Jan, 2021 at 4:59 PM
Editing & removing a team
Please note that you must have admin privileges in your organisation to be able to edit or remove teams. Users must exist in GoalDriver before they can be a...
Fri, 15 Jan, 2021 at 4:58 PM
Setting up & editing organisations
You can have one user login with multiple organisations if you need to.  Setting up a new organisation To set up a new organisation, you first need ...
Tue, 2 Feb, 2021 at 12:19 PM
Deleting organisations
You must be an admin of an organisation to be able to delete it. To delete an organisation, you first need to get to the organisation list. If you have m...
Tue, 19 Jan, 2021 at 4:14 PM
User permissions
You can lock down areas of your GoalDriver organisation to protect sensitive information if you need to. Users have three levels of permissions: Hidd...
Tue, 2 Feb, 2021 at 3:55 PM