Overview
Adding and activating a new employee in Prodoscore is a two-part process: first you assign the user a role and configure their settings, then you map them to the products (integrations) Prodoscore should track for them.
Part 1: Assign a Role
Go to Settings in the left menu.
Click Employees.
Click New Employees in the upper right to see unactivated users synced from your directory.
Find the employee you'd like to add and choose a User Role from the dropdown. Assigning a role is mandatory to activate the employee and will use a license.
Choose a Department from the dropdown list.
Assign a View: Self (own score only), Team (manager view of direct reports), or Company (full company-wide visibility).
Assign a Manager if applicable. The manager must also be an activated user in Prodoscore.
Toggle Admin Settings on if this user should have administrative access (add/delete users, org settings, etc.). Limit this to a small number of trusted users.
Set Visibility to Visible (score is captured and appears in reports) or Hidden (user can log in but their score is not captured or shown to others).
Optionally enable Report Frequency (Weekly or Daily) to send the user an email digest of their Prodoscore overview.
Click Save Changes.
Part 2: Map User to Products
Click Products in the Settings menu.
Select the product (e.g., Google Workspace, Salesforce) you want to map the user to.
Users eligible for mapping will appear in red font with a blue background. Click Save Changes to map them.
