Welcome to Elate! This guide will walk you through all the specific capabilities you have as an Admin in the Elate platform. Please take a look at our Quick Start Guide to get an overview of the platform as that will give more context to some of the capabilities below.
As referenced in the Quick Start Guide, when you first login you will always be taken to your home page. This is true for all users, regardless of permission level. The differences begin on the main company page.
Please note as an Admin you have the ability to edit everything in the platform, in addition to having visibility to everything.
Main Company Page
As an Admin, you have the ability to edit your organization's mission, vision, values, and themes on the main company page.
To change the mission or vision, simply hover over either of them and select the pencil icon to edit.
To add values, select the grey + Add Value button. If you need to edit or remove any of the values, click on the 3 dot menu next to the value and select the appropriate action.
To add a theme, select the blue + Add Theme button. If you need to edit or remove any of the themes, click on the 3 dot men next to the theme and select the appropriate action.
Teams
You will have access to all teams as an Admin meaning you will be able to see all private and public teams. If the team is private, you will notice a lock icon next to it on the left side panel.
You have the ability to add users to teams by either navigating to a team and selecting the blue + Add Team Members button at the top of the page or by selecting the 3 dot menu next to the team name on the left side panel and selecting Manage Team.
If you need to change the visibility of a team, you can select the 3 dot menu next to the team name in the left side panel, select Manage Team, then changing the Team Visibility dropdown in the pop up. You are able to do this on the team overview page as well by selecting a team then select the lock or building icon at the top of the page next to the team name. The lock icon means the team is private and the building icon means it is public.
User Management
Using the arrow in the bottom left next to your name, you will see Company Management and User Management as options. Members and View Only users will not have these options.
As an Admin, you are able to add, edit, or delete users to your organization's Elate account. To do so, select the User Management option. You will be taken to a power table of all users in your organization's account. Here you will be able to see information such as their last login and their role (i.e permission level).
To add a new user, select the blue + Add User button. You will be prompted to enter their first name, last name, email, title at the organization, and organization role (permission level). You have the option to add them to a team here but as mentioned above, you are able to add them to a team directly from the team overview page as well.
If you need to edit a user's name, title at the organization, or organization role you can do so by selecting the 3 dot menu next to their information and select Edit.
Please be aware you are able to delete users using the 3 dot menu but if you need to restore them in the future, you will need to reach out to our support team using the chat function in the bottom right of the screen.
Company Management
Now that we've covered User Management, we're going to move on to Company Management. Using the arrow in the bottom left next to your name, select Company Management or select the Company tab if you are already on the Settings page.
Here you will see your company name, timezone, and fiscal year start.
If you want to connect Slack to your Elate account so that objective reminder notifications flow through Slack, you are able to do so here by clicking the Connect button under Slack. Check out this article on connecting Slack to learn more!
Tags
At the top of the settings page, you will see a tab called Tags. This is where you are able to create and archive tags for your organization. These can be used to slice and dice your information in the Plan Execution tab when you tag your objectives, outcomes, or tactics.
To add a tag, select the blue + Add Tag button. You will be prompted to name your tag and select a color dot for it.
If you would like to archive or edit a tag, select the 3 dot menu and select the action you would like to take. Please note if you archive a tag you will be able to see it by selecting the dropdown in the top that says Active Tags and changing it to Archived Tags but it will no longer be an option when you are tagging an objective, outcome, or tactic.
As mentioned in the beginning of this article, as an Admin you have the ability to edit everything in the platform like objectives, tactics, and outcomes in addition to everything mentioned above. Check out more of our articles to get familiar with all functionality in the platform!