Admin Guide: Account Setup and Configuration

Account Admin and OKR Champion's guide to getting up and running with Gtmhub.

Radostina Chokova avatar Neli Ivanova avatar Jenny Herald avatar +7
51 articles in this collection
Written by Radostina Chokova, Neli Ivanova, Jenny Herald and 7 others

Importing, Exporting, and Bulk Changing data in Gtmhub

How to use the Gtmhub Import/Export tool to import, export, and bulk change data in Gtmhub
Jake Esau avatar
Written by Jake Esau
Updated over a week ago

Offline Insight Editor

Use our VS Code extension to edit your insight code
Jake Esau avatar
Written by Jake Esau
Updated over a week ago

How to log in to/switch between multiple Gtmhub accounts

How to browse between multiple accounts you’ve been invited to
Desislava Tileva avatar
Written by Desislava Tileva
Updated over a week ago

Permissions for reports

Learn how to make the predefined reports available to everyone or to a restricted group of users
Vesela Mihaylova-Bodo avatar
Written by Vesela Mihaylova-Bodo
Updated over a week ago

Organizational chart

Learn how to view and explore your organizational chart
Vesela Mihaylova-Bodo avatar
Written by Vesela Mihaylova-Bodo
Updated over a week ago

Personalizing Insightboards and Reporting

How personalization can help in building smart reporting and bringing data to the point
Natalia Mihailova avatar
Written by Natalia Mihailova
Updated over a week ago

The Definitive Step-by-step Guide for Setting Up Gtmhub

Learn how to drive alignment, performance, focus, and engagement with OKRs. Use this guide to set up your organization's Gtmhub account.
Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

What happens with OKRs when an employee is being removed from a Gtmhub account?

OKRs ownership is indeed an interesting topic. This guide illustrates how changing OKRs owners won't reflect on the progress being made.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Retrieve the OKRs of a deleted session

Learn how to recover your OKRs from a deleted session
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

The Guide for Building a Matrix Organization in Gtmhub

Involving key stakeholders in your strategic decision-making and execution processes ensures collaboration and success.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Configure account notifications

Learn how to manage the notifications for all users in the account
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago
Configure Account

Turn on or off features

How to select which features show for your entire Gtmhub account
Martin Voynikov avatar
Written by Martin Voynikov
Updated over a week ago

Change your account name and domain

Learn how to change your auto-generated account name and URL
Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Brand your Gtmhub account

Learn how to unload your logo to brand your Gtmhub account
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Install Ready-to-use Insightboards from Gtmhub Marketplace

Learn how to install pre-built reporting dashboards from Gtmhub marketplace
Gergana Mihaylova avatar
Written by Gergana Mihaylova
Updated over a week ago

Set the language of the account

Learn how to change the default user interface of new users
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Change your profile language

Lean how to change the language of your user profile
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

How to Whitelist Gtmhub

If the problem of having a "network connection" persists, then whitelisting Gtmhub is the solution.
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Limit the number of objectives per user

Learn how to prevent team members to own more objectives then they can achieve
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Limit the number of key results per objective

Learn how to configure a maximum number of key results that an objective can have
Radostina Chokova avatar
Written by Radostina Chokova
Updated over a week ago

Create custom fields

Learn how to define different types of custom fields and then add them to objectives, key results, updates, tasks, or users and teams
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago