Users and Groups

Create Users

• 🏅 Best Practice - Adding Users into Ambition
• 🎥 Add Users in 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?

Manage Users

• How do I mark a user Out of Office?
• How do I edit Ambition Profile information for Users I manage?
• What Ambition Profile information can I update for Users I manage?
• How do I deactivate/reactivate a User?
• How do I mass update Users?
• How do I manually update 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 Ambition in Salesforce?

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 or edit Group Types and Groups?
• How do I add Users or Managers to a Group?
• 🎥 Groups and Group Types Walk-through

Manage Groups

• How do I access and update Groups I manage?

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