Invite Your Team

After creating your Organization, add team members and assign roles.

User roles

Each User has exactly one role at any time. Roles can be changed by an Admin.

Role	Permissions
Admin	Full access — manage Organization settings, billing, all Users, all Review Cycles and Surveys. Can view all data.
Manager	Create and manage Review Cycles for their direct reports. View team-level analytics. Cannot access billing or Organization settings.
Employee	Complete self-assessments, peer reviews, and Surveys assigned to them. View their own feedback history. Cannot create Review Cycles.

How to invite Users

1. Go to Settings > Team Members
2. Click Invite Members
3. Enter email addresses (one per line, or paste a comma-separated list)
4. Select the default role for the batch
5. Click Send Invitations

Each invited User receives an email with a link to create their account.

Setting up the reporting structure

Each Employee should have exactly one Manager assigned. This relationship determines:

• Who can initiate Review Cycles for that Employee
• Who sees that Employee’s review results
• Who appears in team-level analytics

To assign a Manager:

1. Go to Team Members
2. Click on the Employee’s name
3. Under Reports to, select their Manager
4. Click Save

Caution

Review Cycles require the reporting structure to be set up. If an Employee has no Manager assigned, they cannot be included in manager-initiated Review Cycles.

Rules and constraints

• Each User belongs to exactly one Organization.
• Each User has exactly one role (Admin, Manager, or Employee).
• Each Employee reports to exactly one Manager (or none, if unassigned).
• A Manager can manage multiple Employees.
• An Admin can also be assigned as a Manager for specific Employees.
• Roles can be changed at any time — changes take effect immediately.
• Deactivating a User removes their login access but preserves all historical data.

Frequently asked questions

Q: Can someone be both a Manager and an Employee? A: A User with the Manager role can participate in Surveys and complete self-assessments like any Employee. They can also be reviewed by their own Manager (if one is assigned above them).

Q: What happens when I deactivate a User? A: The User cannot log in. Their past Review data, Survey responses, and feedback are preserved for historical reporting. You can reactivate them at any time.

Q: Can I bulk-import Users from a CSV? A: Not currently. Users are invited via email. Contact support if you need to add more than 50 Users at once.