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 add users from Salesforce?
• How can I automate user creation?
• Can I create a user but not invite them until later?

Manage Users

• What do I need to know about user activation history and member since dates?
• 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 users?
• How do I edit profiles for users I manage?
• What profile information can I update for users I manage?

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Access to Ambition

• How do I login to Ambition for the first time?
• 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 within user management 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?
• How are permissions defined?

Create Groups and Group Types

• How do I group users together?
• 🏅 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?
• What does it mean for a group type to have open membership enabled?

Manage Groups

• How do I edit groups?
• How do I add users to a group?
• How do I edit when a user became a member of a group?
• What does it mean to be a group member?
• How do I add a group manager?
• How many managers can a group have?

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