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
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.
For example, you create a Calls metric.
You cannot enter 100 calls for the month of July, instead you would need to enter ex. 20 calls on July 1st, 60 calls on July 2nd, and 20 calls on July 3rd.
Data can be entered historically and into the future.
Customize Manager's Permission to Input Data
Users with the "Permissions: Edit" permission, limited to those with System Admin permission, will be able to customize the Manager Permission Set.
Default System Manager permission allows "Can Enter Data for Self" and "Can Enter Data for Subordinate Users".
1. Open the left navigation and click Administration > People > Permissions.
2. Click Edit on the Managers, Type = System permission set.
3. Locate the Data: Entry Permission. Make changes to the permission as needed.
4. Click the Update Permission Set button.
Allow Specific Accounts Permission to Input Data
Users with the "Permissions: Edit" permission, limited to those with System Admin permission, will be able to create Individual Access Permission Sets.
1. Open the left navigation and click Administration > People > Permissions.
2. From the Permission Manager page, click on Individual Permissions.
3. Click the Create Access button.
4. Select the specific user's name in the User dropdown.
5. Locate the Data: Entry permission. Select the appropriate level of Data Entry access.
"Can Enter Data for Subordinate Users" is only applicable to those with System Manager permission who manage users in Ambition.
6. Click the Create Permission Access button.
The spreadsheet can now be accessed by the specific user(s) by:
1. If "Can Enter Data for Subordinates" or "Can Enter Data for Anyone" permission was given, opening the left navigation and clicking Administration > Data > Manual Entry
Or
2. Accessed by users in the top right corner of Ambition.
Click the 
in the upper right corner to access, then select Get Started in line with Add New Progress.
Employees Entering Own Data
Users with the "Permissions: Edit" permission, limited to those with System Admin permission, will be able to customize the Employee Permission Set.
If permission is given, employees can enter data for themselves through an embedded form.
1. Open the left navigation and click Administration > People > Permissions.
2. Click Edit on the Employees, Type = System permission set.
3. Locate the Data: Entry permission. Select "Can Enter Data for Self".
4. Click the Update Permission Set button.
The form can now be accessed by users in the top right corner of Ambition.
Click the in the upper right corner to access, then select Get Started in line with Add New Progress.
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