Navigate to New Employees
1 Go to Settings in the left-hand menu.
2 Click Employees.
3 Click New Employees in the upper-right corner to see employees synced from your directory who have not yet been activated.
Assign a User Role
4 Locate the employee you want to activate and select a User Role from the dropdown.
Select a Department
5 Choose the appropriate Department from the dropdown list.
Assign View Permissions
6 Choose the employee's view level:
- Self View: User can see only their own score and the average score of others in the same role.
- Team View: Intended for Managers — users can see anyone who lists them as their manager.
- Company View: Users can view company-wide scores and data.
Assign Manager(s)
7 Select a manager if applicable. Additional managers can be assigned (e.g., a manager's manager for dotted-line reporting).
Configure Admin, Visibility & Reporting
8 Admin Settings: Enables access to org settings and user management. Best practice: limit Admin access to a small number of users.
9 Visibility: Set to Visible (activity contributes to reporting and scores) or Hidden (user can view data but their activity does not contribute to scores — commonly used for executives).
10 Report Frequency: Enable Daily or Weekly Prodoscore email summaries if desired.
Save Changes
11 Click Save Changes to activate the employee.
