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Admin Guide: Account Setup and Configuration
Admin Guide: Account Setup and Configuration
Account Admin and OKR Champion's guide to getting up and running with Gtmhub.
+5
45 articles in this collection
Written by
Ivan Osmak,
Radostina Chokova,
Jenny Herald
and 5 others
Permissions for reports
Learn how to make the predefined reports available to everyone or to a restricted group of users
Written by
Vesela Mihaylova-Bodo
Updated over a week ago
Organizational chart
Learn how to view and explore your organizational chart
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
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.
Written by
Ivan Osmak
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.
Written by
Lyubomir Hristev
Updated over a week ago
Retrieve the OKRs of a deleted session
Learn how to recover your OKRs from a deleted session
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.
Written by
Lyubomir Hristev
Updated over a week ago
Configure account notifications
Learn how to manage the notifications for all users in the account
Written by
Lyubomir Hristev
Updated over a week ago
Configure Account
Change your account name and domain
Learn how to change your auto-generated account name and URL
Written by
Boyan Barnev
Updated over a week ago
Brand your Gtmhub account
Learn how to unload your logo to brand your Gtmhub account
Written by
Radostina Chokova
Updated over a week ago
Set the language of the account
Learn how to change the default user interface of new users
Written by
Lyubomir Hristev
Updated over a week ago
Change your profile language
Lean how to change the language of your user profile
Written by
Lyubomir Hristev
Updated over a week ago
How to Whitelist Gtmhub
If the problem of having a "network connection" persists, then whitelisting Gtmhub is the solution.
Written by
Lyubomir Hristev
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
Written by
Lyubomir Hristev
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
Written by
Lyubomir Hristev
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
Written by
Jenny Herald
Updated over a week ago
Configure OKRs
Configure the color scale for OKRs progress
Learn how to modify the default color scale for tracking OKRs progress.
Written by
Lyubomir Hristev
Updated over a week ago
Configure confidence level labels
Learn how to setup and customize the confidence labels in your organization
Written by
Lyubomir Hristev
Updated over a week ago
Aggregated progress of objectives
Learn what aggregate progress means and how it is calculated
Written by
Lyubomir Hristev
Updated over a week ago
Example: Custom fields of OKRs
Learn some useful ideas for creating custom fields for objectives, key results, and key result updates
Written by
Ivan Osmak
Updated over a week ago
Roles & Permissions Setup
Set permissions
Learn how to effectively use permissions for OKRs management to continuously improve your processes
Written by
Lyubomir Hristev
Updated over a week ago
Set session permissions on a team level
Learn how to modify the permissions of a session and grand them to a team
Written by
Lyubomir Hristev
Updated over a week ago
Manage roles
Learn how to create roles or use the default ones and how to organize the permission management by using roles.
Written by
Lyubomir Hristev
Updated over a week ago
Permissions set
Learn which permission sets are exposed by Gtmhub to enable you to define the access levels of the users to the system.
Written by
Lyubomir Hristev
Updated over a week ago
Filter users by role
Learn how to effectively manage users, roles, and permissions by using filter by role
Written by
Lyubomir Hristev
Updated over a week ago
Create roles
Learn how to create new roles that fit every user and team's organizational responsibilities.
Written by
Lyubomir Hristev
Updated over a week ago
Manage permissions of roles
Learn how to grant or deny permissions to a role
Written by
Lyubomir Hristev
Updated over a week ago
User & Team Setup
How to set up email addresses for registering in multiple end-user accounts
Partners need to be invited to multiple end-user accounts and provide unique emails for each. See how email aliases and forwarding can help.
Written by
Boyan Barnev
Updated over a week ago
Create teams
Learn how to create teams in your Gtmhub account. You can use teams to define divisions, departments, squads, or tribes.
Written by
Lyubomir Hristev
Updated over a week ago
Manage teams
Learn how to manage teams in Gtmhub individually or in bulk, how to assign managers and team members.
Written by
Lyubomir Hristev
Updated over a week ago
Invite users
Learn how to send invitations to new users in Gtmhub
Written by
Radostina Chokova
Updated over a week ago
Remove users
Learn how to remove users from your Gtmhub account
Written by
Radostina Chokova
Updated over a week ago
Edit the names of a user
Learn how to change the names of Gtmhub users
Written by
Lyubomir Hristev
Updated over a week ago
Change a user profile picture
Learn how, as an administrator, you can change users' profile pictures
Written by
Lyubomir Hristev
Updated over a week ago
Change the avatar of a team
Learn how, as administrator, you can change the avatars of teams
Written by
Jenny Herald
Updated over a week ago
Example: Custom fields of teams and users
Learn some useful ideas for creating custom fields for teams and users
Written by
Jenny Herald
Updated over a week ago
OKR Setup
Create sessions
Learn how to use sessions to represent a time period in which a group of objectives should be achieved
Written by
Ivan Osmak
Updated over a week ago
Define the session cadence
Cadence is the frequency of issuing key result updates. Learn how to customize the cadence for your sessions in Gtmhub
Written by
Lyubomir Hristev
Updated over a week ago
Set session permissions
Learn how you can create planning sessions with visibility and access limited to specific users or groups
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
Configure the Aggregated OKR report
Learn what the aggregate OKR report contains and how to configure it
Written by
Radostina Chokova
Updated over a week ago
Manage OKRs in bulk
Learn how to manage OKRs at scale. Assign, tag, or delete objectives and key results
Written by
Radostina Chokova
Updated over a week ago
Export OKRs to Excel
Learn how to export the OKRs of a session or a team in an Excel file
Written by
Martin Voynikov
Updated over a week ago
OKRs and tasks ownership
Ownership settings
Learn how to change the account-wide ownership type of objectives, key results, and tasks
Written by
Radostina Chokova
Updated over a week ago
OKR Approval Workflow Setup
Notify reviewers with pending items
Learn how to send reminders to people who have not yet approved your OKRs
Written by
Lyubomir Hristev
Updated over a week ago