Users, Groups, and Permission Sets
Adding Users
Adding Users is a critical step in getting Ambition configured. Ambition only processes data for the users currently in the platform, making User set up a prerequisite for data integration.
- If you're integrated with Salesforce, we recommend you Sync Users from Salesforce.
- If you're uploading less than 15-25 Users, we recommend uploading Users manually.
- If you're uploading more than 15 Users, we recommend CSV upload.
Grouping Users Within Ambition
Ambition uses a type-based hierarchical model to organize your Users into teams, divisions, offices, competitions and more.
How do I organize users into Groups and Teams?
Permission Sets
Access in Ambition is determined by Permission Sets put in place by your Organization.
There are three Permission Sets: Admin, Manager, Employee.
Admin cannot be changed and includes all available individual Permissions.
Manager and Employee can both be customized to your organization's needs.
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