Admin Guide: Account Setup and Configuration

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

Ivan Osmak avatar Jordan Angelov avatar Radostina Chokova avatar +5
50 articles in this collection
Written by Ivan Osmak, Jordan Angelov, Radostina Chokova and 5 others
Configure Account

How to change your account name and domain

Change your auto-generated account name and URL
Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Brand your Gtmhub account

Internal branding efforts strengthens a company from the inside out. Make Gtmhub yours with new personalization and customization features.
Radostina Chokova avatar
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.
Lyubomir Hristev avatar
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.
Lyubomir Hristev avatar
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.
Lyubomir Hristev avatar
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.
Lyubomir Hristev avatar
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.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

Custom Fields

You can define custom fields for OKRs, KR updates, teams and users. Learn how to use these fields in your OKRs process.
Jenny Herald avatar
Written by Jenny Herald
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.
Ivan Osmak avatar
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.
Ivan Osmak avatar
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.
Radostina Chokova avatar
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.
Radostina Chokova avatar
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.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to change a user's profile picture

To provide administrators with more flexibility, Gtmhub enables them to change their account users picture. Here's how to do that.
Lyubomir Hristev avatar
Written by Lyubomir Hristev
Updated over a week ago

How to change a team's profile picture

To provide administrators with more flexibility, Gtmhub enables them to change team pictures in their account. Here's how to do that.
Jenny Herald avatar
Written by Jenny Herald
Updated over a week ago

How to customize Team and User fields

You can define custom fields for teams and users. Learn how to use these fields in your OKRs process (e.g. get more granular reports).
Jenny Herald avatar
Written by Jenny Herald
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.
Ivan Osmak avatar
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.
Lyubomir Hristev avatar
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.
Lyubomir Hristev avatar
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.
Radostina Chokova avatar
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.
Radostina Chokova avatar
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.
Lyubomir Hristev avatar
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
Radostina Chokova avatar
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.
Jordan Angelov avatar
Written by Jordan Angelov
Updated over a week ago