Organization Tab

Company Name and Logo  

Were you recently acquired by another business? Are you undergoing a branding revamp?

Whatever the situation, you can edit your business' name and logo from the Organization tab.

Logos can be uploaded as either JPEG or PNG images, but should be under 2 MB in size.

Learn more here.

Internal Support Contact Information

Ambition's Support team is happy to assist admins, managers, and everyday users with questions that arise. However, sometimes employees may ask questions that only an internal administrator at your organization can provide answers for.

We recommend designating a contact within your instance whom other admins, managers, and users can contact with queries specific to your company's best practices and use of Ambition.

Learn more here.

Ambition Score Settings

While Scorecards should not be built out until Phase IV of the implementation and onboarding process, you can designate certain Scorecard settings early on. 

By default, the Scorecard Group Type is set to the "Role" Group Type. While a majority of customers create Scorecards for individual roles, it is possible to create scorecards for other Group Types, such as "Location", "Selling Region", or "District Manager" Group Types. 

Along with the designating the hierarchy level for your organization's Scorecards, you can also set the time frames for your company's Activity and Objective Scores. 

We recommend setting your Activity Score to the day level and Objective Score to the month level -- this is the most common time frame designation among Ambition customers.

However, Activity Scores can be measured on a daily, weekly, or monthly basis, while Objective Scores can be measured either weekly, monthly, or quarterly. 

Contact gethelp@ambition.com if you wish to change either your Scorecard Group Type or time frames for the Activity and Objective Scores. 

Learn more here.

Coaching Preferences

Manager vs. Executive Level Visibility 

Ambition allows organizations to tailor admin, manager, and user-level permission sets, as well as to create custom permission sets. 

On the Organization page, teams can take these permission sets one step further by designating coaching data visibility for managers and executives.

By default, coaching data visibility will be set to the Manager Level. This ensures that only the manager of a check-in, the check-ins co-coach, and the designated employee can view and update the check-ins content.

Users with the "Coaching: All Access" permission can also access and edit check-in contents. 

Conversely, the Executive Level view designation allows higher-level managers to view coaching events for those below them in the hierarchical tree.

Higher-level managers can have this visibility when the Executive Level view is turned on, even if those managers are not formally part of a check-in or do not have "Coaching: All Access" permission.

For example, let's say that a check-in includes Jonathan as a manager, Beatriz as a co-coach, and Aaron as an employee. Ashley is Jonathan's manager. Even though Ashely is neither the manager nor co-coach for Aaron's check-ins, she can view Aaron's check-in since she manages Jonathan, who in turn managers Aaron.

Leaders in the organization can view everyone's coaching events below them in the hierarchical tree. Managers can engage with their direct reports' coaching events and anyone who reports to their direct reports, cascading down the hierarchy. This expands the default coaching event visibility.

Learn more here.

Action Plan Naming

By default, Ambition Action Plans, a coaching event used to track outcomes of coaching check-ins and monitor qualitative and quantitative measures, will be called "Action Plans." However, your organization can rename "Action Plans" to any name that is 35 characters or less. 

Learn more here.