Admins
Setup your platform, customise language, manage users
10 articles
- Edit navigation menu language and orderThis guide covers reordering modules, updating module language, enabling/disabling modules, and configuring module settings for Super Admins.
- Update the system language to suit my firmLearn how to customise system language in Performance Leader to match your firm's terminology. This guide shows you how to rename modules, update key labels, and tailor user-facing language across…
- Configure system settings (firm title, logo, language, branding, email options)Learn how to configure system settings in Performance Leader including branding, language customisation, email options, security settings, and key documents management
- Set and update all system attributes (department, role, custom, tags, financial headings)Learn how to set and update system attributes in Performance Leader including departments, roles, locations, custom attributes, financial headings, capabilities, tags and contributor relationships.
- Add and update capabilities or competencies using the Capability EditorThis guide shows you how to use the Capability Editor to manage role-based competencies, set weightings, and present them in performance reviews.
- Create, update or delete core attributes (roles, departments, location)add, edit, and manage system attributes in Performance Leader, including departments, roles, and locations. Configure custom attributes and use filters to control data visibility.
- Upload and manage key documentsLearn how to upload public and private documents to the Key Documents tab, manage access settings, and customise the Key Documents label in your navigation menu.
- Manage user details and rolesLearn how to manage users in Performance Leader with this comprehensive admin guide. Discover how to add, edit, search, filter users, manage data, and use proxy login for troubleshooting.
- Create and set leadership viewsThis guide walks you through setting up read-only access for leaders to view team objectives, feedback and reviews across departments, roles and locations.
- Manage permissions (Super and Restricted admins)Learn how to manage Super Admin and Restricted Admin permissions in Performance Leader. This guide walks you through adding, editing, and scoping user privileges by department, role, or location.