Users and Groups

Create Users

• 🏅 Best Practice - Adding users into Ambition
• 🎥 How do I add new users? - CSV Upload
• How do I add new users? - Manual Entry
• How do I sync Salesforce users into Ambition?
• How can I automate user creation in Ambition?
• Can I create a user but not invite them until later?

Manage Users

• How do I set or update a user's manager?
• How do I mark a user out of office?
• How can I find and filter current Ambition users?
• How do I edit Ambition profiles for users I manage?
• What Ambition profile information can I update for users I manage?
• How do I deactivate/reactivate a user?

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Access to Ambition

• Where is my Ambition email invitation?
• How do I invite users to Ambition?
• How do I access Ambition?
• How do I access the Ambition tab in Salesforce?
• What does the "Last Login" date found in the User Directory represent?

Permissions

• What types of permission sets are available?
• How do I create and assign custom permission sets?
• What does it mean to be a manager in Ambition?
• How do I create and assign individual permissions?
• What is the "Coaching: All Access" permission?
• How are permissions defined?

Create Groups and Group Types

• How do I group users together in Ambition?
• 🏅 Best Practice - Group Types and Groups
• How do I create group types and groups?
• How do I edit group types?
• How do I export group and group type information?

Manage Groups

• How do I edit groups?
• How do I add users to a group?
• How do I add a group manager?
• How many managers can a group have?
• How do I edit group join dates?
• How do I edit a group's image, anthem, or GIF?

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FAQ

• What are "hierarchy levels" and which level should I select?
• What do I need to know about user activation history and group join dates?
• 💬 Frequently Asked Questions - Group and Group Types
• 💬 Frequently Asked Questions - Users