How to Get Started with Ambition's Coach Package

How do I know if I'm on the Coach package?

1. Visit your User Settings and update your profile picture, anthem, and GIF! This will make sure when you’re being recognized, everyone knows it’s you!
2. Your User Dashboard is your home base in Ambition! Click through and familiarize yourself with the different tabs on your dashboard!
3. On the left-hand navigation, visit Coaching to see if there are any coaching activities assigned by your leader!

 

 

Coach Package

If your Organization has Ambition's Coach Package, once logged in you will see an interface similar to the image below.

If Coaching is the first tab on your User Dashboard, you have the Coach Package of Ambition!

 

 

 

Update Ambition

Visit your User Settings and update your profile picture, Anthem, and GIF! Adding a personal touch to Ambition will make sure when you’re being recognized, everyone knows it’s you!

Access Your Settings

1. Click the gear icon, , next to your name.

   ↳ You will be navigated into User Settings.

 

Update Profile Image

If your Organization utilizes our Salesforce Integration, your Salesforce profile picture will have been synced over. If not, please take the time to upload a profile picture!

1. Click Choose File.

2. Select and upload the desired image from your device.

Running into an error? Make sure your image doesn't exceed our 2MB file size.

 

3. If you are not making other updates at this time, scroll to the bottom of your settings and click Save Changes.

 

Update Anthem

1. Find your desired video on YouTube.

2. Click the Share button found under the right corner of the video.

A pop-up will be generated containing the video's shareable URL.

 

3. Update the Start At time if desired, and click Copy.

 

4. Locate the YouTube URL field in your Settings and paste the Shareable URL.

↳ Optionally click the Test button to preview your Anthem within Ambition.

Note: Copying and pasting the full URL from YouTube will not work here. You will need to utilize the Shareable URL.

 

5. If you are not making other updates at this time, scroll to the bottom of your settings and click Save Changes.

 

Update GIF

1. Locate the the GIF section of your settings, click the Choose a GIF Button.

↳ Don't see the Choose a GIF Button? Learn how to set your GIF here.

 

2. In the GIPHY window, search for and select the perfect GIF. 

 

3. If you are not making other updates at this time, scroll to the bottom of your settings and click Save Changes.

 

 

 

Dashboard Tabs

While you may spend the most time on the Coaching tab, you also have access to the Metrics, Goals, and Feed tabs.

How can I interact with the Coaching tab?

How can I utilize the Metrics tab?

What can I expect to see on the Goals tab?

↳ Can I set goals for myself?

What's in the Feed?

 

 

 

Access Coaching Activity

If you are involved in Coaching within Ambition, you can access all Coaching activities through the left navigation > Coaching. You will see options to access Action Plans, Check-ins, and Notes.

 

You can also interact with your Coaching activity right on your Dashboard!

Through the Coaching tab on your Dashboard you can:

• Respond directly to a Check-in and Action Plan agenda items
• View historical Check-ins, Action Plans, and Notes
• View Coaching Analytics

Learn more about how to interact with Coaching here.

 

 

 

Ambition Email Notifications

If at any time you wish to disable all or select email notifications you receive from Ambition, you can do so in your User Settings.

Note: You cannot opt out of Trigger emails as they are created by your Managers and Admins as a means of notification. Only email notifications automatically generated by Ambition features can be disabled.

1. Click the gear icon, , next to your name.

   ↳ You will be navigated into User Settings.

 

2. Click on the Notifications tab.

 

3. Unsubscribe, Subscribe, Customize options.

Unsubscribe to All Emails by clicking TURN OFF ALL NOTIFICATIONS.

 

Subscribe to All Emails by clicking  TURN ON ALL NOTIFICATIONS.

Customize the emails you receive by scrolling to the application in question:

• Asks (if enabled for your Organization)
• Coaching
• Comments
• Goals

By default, all notifications are turned on.

 

4. Turn on or disable email notifications by clicking the Off/On toggle.

Note: If disabling emails, any emails that are already scheduled will still be sent. Email preferences will update upon the next recurrence.