User management

All you need to know to add and remove users, build Profiles and keep passwords up to date.

12 articles in this collection
Written by Kylie Strickland

Manage Users

How do I add users to PeopleGoal?

Set up employee profiles from the Manage users section of the admin Configure menu.

Written by Kylie Strickland
Updated over a week ago

Can I make bulk updates to multiple profiles?

Update multiple users at once through the User Import template.

Written by Kylie Strickland
Updated over a week ago

How do the employee, manager and admin roles work?

Understand the different employee, manager and administrator views and permissions.

Written by Kylie Strickland
Updated over a week ago

How can I add an administrator?

Go to the Manage all users menu to make an employee a PeopleGoal administrator.

Written by Kylie Strickland
Updated over a week ago

What happens when I delete a user?

User records are hidden from the active view but not permanently deleted. You can reactivate a profile from the Manage users menu.

Written by Kylie Strickland
Updated over a week ago

Profiles

How can I add a profile image?

Upload an employee image from your profile.

Written by Kylie Strickland
Updated over a week ago

How do I set or change a manager?

Go to the employee profile to set or change their PeopleGoal manager.

Written by Kylie Strickland
Updated over a week ago

Passwords

How do I change my password?

Trigger a password reset email if you've forgotten or need to update your password.

Written by Kylie Strickland
Updated over a week ago

Troubleshooting

I'm getting an "Email address already in use" error

You can only register your email to one PeopleGoal account at a time.

Written by Kylie Strickland
Updated over a week ago

I'm seeing an "Account not authorized" message

What do you if you see "Account not authorized" or "Account not activated" but you've already logged in.

Written by Kylie Strickland
Updated over a week ago

I'm getting an error when I try upload my User Import template

Troubleshooting the User Import for adding new users and bulk updating existing users.

Written by Kylie Strickland
Updated over a week ago

I'm locked out of my account

You'll be locked out of your PeopleGoal account for 5 minutes after too many failed password attempts.

Written by Kylie Strickland
Updated over a week ago