Manual Data Entry Permissions
Admins, Managers (optional), and specified accounts (optional) can enter data for multiple people through an embedded spreadsheet.
How do I allow Managers to input data?
How do I allow specific accounts to input data?
Users can input their own data as well. Great for employees who work outside the office, and who would otherwise miss out on data tracking from internal systems. Ex. internal phone system.
How do I allow Users to input their own data?
Important to note about Manual Data Entry
All data in Ambition must be attributable to a user. If your data exists at a Team or Organizational level, it must be broken down into User level Metrics.
Data is entered on a daily basis, not for a given week or month.
Data is entered as a cumulative total for a given day.
Data can be entered historically and into the future.
For example, you create a Calls metric.
You cannot enter 100 calls for the month of July, instead you must enter 20 calls on July 1st, 60 calls on July 2nd, and 20 calls on July 3rd.
Customize Manager's Permission to Input Data
1. Open the left navigation and click Administration > People > Permissions.
2. Find the Data: Entry Permission under the Manager column and check/uncheck accordingly.
Granting Specific Accounts Permission to Input Data
Need to assign the Data Entry Permission to a specific account?
1. Scroll down to the bottom and click the green Assign Permission button.
2. Select the specific User's name and Data: Entry Permission.
Further customize the exact Permission level you desire the User to have.
3. Click the green Save button.
The spreadsheet can now be accessed by the specific user(s) by opening the left navigation and clicking Administration > Data > Manual Entry.
Employees Entering Own Data
Employees can optionally enter data for themselves through an embedded form.
1. Open the left navigation and click Administration > People > Permissions.
2. Find the Data: Entry Permission and check Can Enter Data For Self under the Employee column.
3. Click the green Save All Permissions button.
The form can now be accessed by Users in the top right corner of Ambition.
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