Admin Guide: Account Setup and Configuration

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.

Written by Ivan Osmak
Updated over a week ago

Configure Account

Brand your Gtmhub account

Internal branding efforts strengthens a company from the inside out. Make Gtmhub yours with new personalization and customization features.

Written by Radostina Chokova
Updated over a week ago

How to set the language of your Gtmhub account

As Gtmhub progressively grows its customer base, localization in different languages is needed to meet their customization needs.

Written by Lyubomir Hristev
Updated over a week ago

User profile language settings

Currently, Gtmhub supports 4 different languages. This article shows how users can change their profile language.

Written by Lyubomir Hristev
Updated over a week ago

How to Whitelist Gtmhub in Your AdBlocker

If the problem of having a "network connection" persists, then whitelisting Gtmhub in your AdBlocker is the solution.

Written by Lyubomir Hristev
Updated over a week ago

Configure OKRs

OKRs Coloring

Gtmhub allows for easy OKRs tracking via coloring. Define your OKRs color for better visualization of your OKRs progress.

Written by Lyubomir Hristev
Updated over a week ago

Confidence labels

Learn how to setup and customize the confidence labels in your organization using Gtmhub.

Written by Lyubomir Hristev
Updated over a week ago

How to change your confidence labels from numeric to text

Gtmhub enables a complete customization of your confidence labels. Here's how to make use of text to follow up with your OKRs progress.

Written by Lyubomir Hristev
Updated over a week ago

Aggregated Progress

In Gtmhub, Aggregated Progress is the metric we use to visualize the cumulative progress of the OKRs in a particular Session.

Written by Lyubomir Hristev
Updated over a week ago

Customize OKR fields

You can define custom fields with Gtmhub that go with every Objective and Key Result. Learn how to adapt Gtmhub OKRs to fit your process.

Written by Ivan Osmak
Updated over a week ago

Roles & Permissions Setup

The Ultimate Guide to Permissions in Gtmhub

In Gtmhub, permissions allow users to manage their OKRs, continuous improvement processes, and 3rd-party data integrations effectively.

Written by Lyubomir Hristev
Updated over a week ago

How to set permissions on a team level

Gtmhub enables you to add permissions on a team level. This allows every team member to have the same set of permissions.

Written by Lyubomir Hristev
Updated over a week ago

Managing roles and permissions

Gtmhub uses role-based access control to determine the level of access for all users. There are 3 default roles: Admin, HCM, and User.

Written by Lyubomir Hristev
Updated over a week ago

Users Roles

In Gtmhub, every account administrator can review the role every team member in their organization has.

Written by Lyubomir Hristev
Updated over a week ago

How to create new roles

Gtmhub allows every account administrator to create new roles that fit every user and team's organizational responsibilities.

Written by Lyubomir Hristev
Updated over a week ago

How to manage user roles

Gtmhub allows every account administrator to manage user roles within the whole company account.

Written by Lyubomir Hristev
Updated over a week ago

User & Team Setup

How to create a team

In Gtmhub, а team is a term we use for any cohesive group of people. You can use teams to define divisions, departments, squads, tribes.

Written by Ivan Osmak
Updated over a week ago

How to manage teams

In this article you will learn how to manage teams in Gtmhub including setting up an organizational chart or managing single teams.

Written by Ivan Osmak
Updated over a week ago

How to invite users

OKRs are best with teams to get true goal alignment. Here's how to get your whole team up and running with the Gtmhub OKRs platform.

Written by Radostina Chokova
Updated over a week ago

How to remove users

It may be that you have an employee that is no longer part of your team, so you may want to remove the user from Gtmhub. Here's how.

Written by Radostina Chokova
Updated over a week ago

How to edit team members names

Gtmhub enables account administrators to change their team members names. This article shows how to do that in a few easy steps.

Written by Lyubomir Hristev
Updated over a week ago

How to change users profile picture

To provide administrators with more flexibility, Gtmhub enables them to change their account users picture. Here's how to do that.

Written by Lyubomir Hristev
Updated over a week ago

OKR Setup

Sessions

OKRs sessions represent a time period in which given group of Objectives is meant to be achieved such as Quarterly or Annually.

Written by Ivan Osmak
Updated over a week ago

Cadence

Cadence is the frequency of issuing Key Result updates. Use this guide to customize the cadence for your sessions in Gtmhub.

Written by Lyubomir Hristev
Updated over a week ago

Setting permissions for planning sessions

Learn how you can create planning sessions with visibility and access limited to specific users or groups. Manage your Gtmhub permissions.

Written by Lyubomir Hristev
Updated over a week ago

Automated OKRs Reminders

Gtmhub can now remind you to update your OKRs. Set up email reminders and never forget to update your key results when you need to.

Written by Radostina Chokova
Updated over a week ago

Aggregated OKR report

Make sure you stay on top of your OKR process with automated reports. Gtmhub can send you OKRs health statistics automatically.

Written by Radostina Chokova
Updated over a week ago

How to add OKRs from a template

At Gtmhub, we created general examples to help our clients setting their OKRs. Here's how to access this source of inspiration.

Written by Lyubomir Hristev
Updated over a week ago

Bulk management of OKRs

Managing OKRs at scale is not easy. Gtmhub solves this problem. Assign, Tag, Delete, Move, and Clone OKRs en masse with OKRs bulk management

Written by Radostina Chokova
Updated over a week ago

Export OKRs Data to Excel

Gtmhub allows you to export the OKRs list (a.k.a. the OKRs grid) directly into an Excel file. Follow these simple steps to do this right.

Written by Jordan Angelov
Updated over a week ago

OKR Approval Workflow Setup

OKRs Champions guide to approval workflow: How to track approval progress

In Gtmhub, we believe in data-driven goal-setting. To ensure a sustainable OKRs process, we equip OKRs champions with data and stats.

Written by Lyubomir Hristev
Updated over a week ago

How to enable the Approval Workflow feature for your Gtmhub account

The Approval Workflow feature allows for a better and more transperant OKR setting process.

Written by Lyubomir Hristev
Updated over a week ago

How to increase the number of OKRs approvers

The more team members are included in the OKRs proces, the better the collaboration and transparency.

Written by Lyubomir Hristev
Updated over a week ago

How to change the minimum number of OKRs approvers per session

When enabling the approval workflow, at least 1 OKRs approver must be appointed per session. Read on to learn how to change this number.

Written by Lyubomir Hristev
Updated over a week ago

How to edit the number of OKRs approvers in your account

Adjusting the number of OKRs approvers can be done easily. Read on to learn how you can do that.

Written by Lyubomir Hristev
Updated over a week ago

Nudge owners with OKRs in draft

Gtmhub allows you to send a comment to OKR owners who still haven't sent their OKRs for approval. Here's how to do it in a few easy steps.

Written by Lyubomir Hristev
Updated over a week ago

Nudge аpprovers with pending items

Gtmhub allows you to send reminders to people who you have selected as reviewers but haven't yet approved your OKRs. Here's how to do that.

Written by Lyubomir Hristev
Updated over a week ago