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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.
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43 articles in this collection
Written by
Ivan Osmak,
Jordan Angelov,
Radostina Chokova
and 1 other
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
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
Adjusting your Gtmhub account notification settings
You can set up the default notification settings for all users in the account.
Written by
Lyubomir Hristev
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
How to limit the number of objectives per user
Gtmhub allows you to narrow down the scope of your OKRs process. By doing so, you'll enable focus and motivate strategy execution.
Written by
Lyubomir Hristev
Updated over a week ago
How to limit the number of key results per user
Gtmhub allows you to narrow down the scope of your OKRs process. By doing so, you'll enable focus and motivate strategy execution.
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
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 4 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
OKRs and tasks ownership
Who can own Objectives
In Gtmhub, you can restrict the ownership of objectives to teams or employees.
Written by
Lyubomir Hristev
Updated over a week ago
Who can own Key Results
In Gtmhub, you can restrict the ownership of key results to teams or employees.
Written by
Lyubomir Hristev
Updated over a week ago
Who can own tasks
In Gtmhub, you can restrict the ownership of tasks to teams or employees.
Written by
Lyubomir Hristev
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 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