Admin & Account Management

Account owners are the key administrators of your PeopleGoal account. As an owner, this guide will help you with your billing and subscription details; with creating, updating and managing users and relationships; building custom profile templates and some basic troubleshooting tips.

Key Terminology

These are some of the key terms everybody will come across when using PeopleGoal.

Apps are your processes / workflows - the core functionality of your account. In Performance Management for example, you'll have individual apps for reviews, one-to-one meetings, 360 feedback and OKRs/SMART goals. Or in our Development example below, you see apps for Training Approval, Development Plans and Career Development One-to-Ones. An app has a template for the form you want to complete which is completely customizable.

Items are an instance of an app created by a user. The performance review for employee Jane Smith is an item created in the Reviews app, or your Q1 objectives will be individual items created in the OKRs app.

Workspaces are the containers for all of your apps. Think of it as the topic or category for all of the apps within a workspace, like Performance Management or Employee Engagement.

States are stages in the app workflow. Every item can move through many states, with each state's participant being responsible for completing the form in that state and sending it on to the next state.

Permissions control the visibility of items, apps and workspaces. You'll see permissions like "create only", "create and edit" or "view only". Permissions can be configured right down to the app level, so you can have different workspace and app permissions.

Relationships are a link between two users - like Manager/Direct Report, Supervisor/Employee or Mentor/Team Member. You can have many relationships on PeopleGoal, meaning you're not limited to the traditional employee/line manager views.

Teams are groups of users. You can belong to many teams, and teams can connect to one another to build out a matrix organizational structure that reflects your actual working groups, not just a strict organizational hierarchy.

Let's go over creating custom profile templates for all of your account users.