Peoplelogic Impact

• Login to IMPACT

  To login into IMPACT, go to https://app.plai.team/login The current options how you can log in into IMPACT are through: Google (corporate or personal account) Microsoft Slack Email / Password LogPopular

• Creating workspaces in IMPACT

  Welcome to IMPACT, we’re happy to see you here! 😊 Sign up To start with IMPACT, go to https://app.plai.team/signup Sign up to IMPACT Create workspace If you’re signing up for the first time, you’ll be invited to create a new workspace. Enter your organization name, your unique URL, logo, location, and timezone. (https://storage.crisp.chat/users/helpdesk/website/5d22453Some readers

• Test content / demo environment in IMPACT

  When you create a new IMPACT workspace, we create a demo environment for you to help you get started.  You start with 9 teams and 16 demo users (with different roles and permissions). They have pre-filled Objectives and a history of progress, feedback, and praise interactions with you, 3 Review cycles, and review responses. Feel free to explore how your account might look like anSome readers

• Update your IMPACT workspace

  Your IMPACT workspace is your home. Keep it clean and up to date. To update your IMPACT workspace, you need to have an Admin access level. Go to Menu → Workspace settings to update your workspace.  Workspace info Change workspace logo, name, timezone, company mission on the first screen. Objective cycles Create the Objective cycles that reflect your team planning cadence. Learn more about Objective cycles in this guide (https://storage.crisp.chat/users/helpdesk/weSome readers

• Changing your IMPACT workspace

  You can have several workspaces in IMPACT.  Some users, for example, chose to have one company workspace and another personal workspace where they keep track of their personal goals.  To switch between workspaces, open Menu → Switch workspace. You’ll see a list of all your workspaces. Simple click on the one that you want to go to.  ☝️ Note: data between your workspacesSome readers

• Invite team members to IMPACT

  There are several ways to invite your team to your IMPACT workspace. You need to have Admin, HR admin, or HR manager access level to be able to invite new people to your workspace. Invite by email Go to the People tab, and press the Invite people button. Write the emails of your teammates, and hit Send invites. They’ll receive an invitation email andSome readers

• Roles and permissions in IMPACT

  There are several access level roles in IMPACT. Admin ✅ Admins can: Have access to the Workspace settings: values, integrations, billing, export.  Create/edit teams. View and edit all public OKRs. Invite new users Edit other user profile info (but not the "Manager" field). Edit Admin and Standard roles (but not the HR manager or HR admin) ❌ Admins don't have access to Reviews. ❌ Admins cannot change the "Manager" field for users (only HRs can do it). HRPopular

• Update your own profile in MPACT

  Update your own profile in IMPACT  As a user, you can update your profile by going to Menu → Edit profile.  Update your name, avatar, job title, timezone, etc.   ☝️ Note: Only Admins and HRs can update your manager since the manager might have access to sensitive information from the Reviews. To change your email, please write to us in the chat (bottom right) or onSome readers

• Create a team / subteam in IMPACT

  Create a team structure in IMPACT that reflects your organizational hierarchy. To create a team in IMPACT, you need to have an Admin, HR admin or HR manager access level. Users with Standard access level cannot create/edit teams. Go to All teams and hit the Create team button. Select the team icon, name, team purpose, members, and parent team.  (httpsSome readers

• Customize your notifications in IMPACT

  You can configure notifications you receive from IMPACT in the Notification settings. Go to Menu → Edit profile → Notifications to update your settings. There are several categories of notifications: 1. Objectives These are notifications about activities in your Objectives, your team Objectives, or reminders to set/update your Objectives (https://storage.crispSome readers

• Delete workspace in IMPACT

  If you don’t need the IMPACT workspace any more - no worries. You can always delete your workspace. Go to Menu -Workspace settings -Delete workspace. Delete workspace in IMPACT If you have several workspaces — your data in other workspaces won't be affected (this function deletes only one single workspace). To delete all your workspaces — perform this action oneSome readers

• Delete account in IMPACT

  If you want to delete your account, the best is to ask your workspace admin to delete your account. They can do it in the People tab (deactivating it and then deleting your account). If you want to delete your whole workspace, check out this guideSome readers

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