Users, Groups, and customizing Permission Sets
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.
Ambition uses a type-based hierarchical model to organize your Users into teams, divisions, offices, competitions and more.
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.