Managing users effectively is essential for keeping your Performance Leader system running smoothly. Whether you're adding new team members, updating user details, or troubleshooting access issues, this guide walks you through everything you need to know. We've structured this article around the key functions of the User Manager, so you can quickly find what you need and get back to work.
Accessing the User Manager
The User Manager is your central hub for all things user-related. If you're a super admin or restricted admin, you'll find this feature in your admin tab.
Open Performance Leader and look for the Admin tab in the bottom left of your navigation menu.
Click on Manage Users to open the User Manager.
You'll now see a list of all users within your scope (depending on your admin privileges).
Searching for and filtering users
Finding the right user quickly is easy with search and filter options. This is particularly helpful when you're managing a large team.
Use the search bar at the top to type in a user's name. The search will show users with that name as the primary result, plus related users (like those who have that person as a supervisor) as secondary results.
Apply filters by department, role, or location to narrow down your list.
Click once on the filter icon to clear all applied filters.
Customising your view
Tailor the User Manager to show the information that matters most to you.
Click the column visibility menu to show or hide specific details such as user IDs, location, supervisor details, or special privileges.
Adjust as needed to create a clean, focused view.
Exporting user data
Need to share user information with your team or keep records? Exporting is straightforward.
Click the Export button at the top right of the User Manager.
The system will download user information in Excel format for your convenience.
Adding a new user
Whether you're onboarding a new team member or setting up a test account, adding users is simple.
Click the Add New User button at the top of the User Manager.
Fill in the required fields in the form that appears.
If you have an HRIS sync configured, user information will automatically populate, so you won't need to worry about manual entry.
Editing user details
Keep user profiles up to date by editing details like supervisors, positions, and special permissions.
Click the pencil icon next to the user you want to edit.
Update information such as supervisor, secondary supervisor, or position.
Designate users as test or training accounts if needed. These accounts won't appear in feedback requests and won't be archived during syncs.
Assign additional system permissions to give users extra capabilities.
Click Save when you're done (the system will prompt you if changes need saving).
Managing user data
You can import, edit, or delete custom data for users, which can then be used in reviews or the RemCom module.
Click the Manage Imported Data option for a user.
View existing data points, such as tier attributes or revenue data.
Click the pencil icon to edit a data point, or click Delete to remove it.
To add new data, click Add Data, select an identifier (set up in system settings), enter the value, and save.
For bulk uploads, use a CSV file to import data for multiple users at once.
If needed, click Clear All Data to remove all data points for that user.
Viewing deactivated users
Sometimes you'll need to check on users who are no longer active or reactivate them.
Click View Deactivated Users in the User Manager.
Review the list of deactivated users.
If you need to reactivate someone, click the appropriate option next to their name.
Viewing user information
Get a snapshot of a user's activity, including objectives, feedback, and past reviews.
Click on a user's name to open their information view.
You'll see completed and active objectives, feedback received, and past reviews.
Click into any objective or review to see more detail.
If you have the AI module enabled, you'll see an AI-generated summary of reviews in this view. This summary is also available to supervisors and anyone with leadership access.
Using proxy login
Proxy login allows you to experience the system as another user, which is invaluable for troubleshooting or understanding their perspective.
From the user information view, click Proxy Login at the top right.
Confirm that you want to view the system as that user.
You'll now see Performance Leader exactly as that user sees it. A reminder banner at the top will indicate you're using proxy access.
The system logs all proxy access for auditing purposes.
When you're finished, click the yellow button at the top to return to your own account.