Users, Groups, and customizing 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.

How do I customize the User or Manager Permission Sets?