Accountability Chart - User Management


Adding Users to a box on the Accountability Chart

Adding users to a box

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. In the right-side panel, click the word Employees or the plus button.
  4. Search for a user's name or use the checkbox. Multiple users can be included in one box.
  5. If adding a new user click create user after typing the new user's name to confirm you want to add them to the account. The Add User box will pop up.
    • If adding a Placeholder, do not enter an email address. Check the box that says Placeholder User and click OK. Placeholders can be converted to fully registered users later by entering an email address, see this link for additional information.
    • Make Admin will assign account admin permissions to the user.
    • On Leadership Team is for marketing purposes.
    • People Tools Only is to add a user who will only have access to the People Tools portion of Traction Tools, see this link for additional information.
    • Use the Meetings section to add a user to meetings. Multiple meetings can be assigned.
  6. Enter an email address and click OK.
  7. Your employee has been added to the AC. Users who will be logging in will have to be sent an invite from the Manage Organization section, see this link for further details.

Removing users from the AC

  1. Click AC in the top menu bar (or People if the People Tools are enabled, followed by clicking Accountability Chart).
  2. Click into a box.
  3. In the right-side panel, uncheck the user.
  • Removing a user from the AC does not remove them from the account or any meetings.
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