Organization Settings

Below are the steps to update, remove or add fields for your employee's profiles.

Getting Started

1. Log into Leadr, and locate your profile picture at the bottom left corner of the Leadr Screen.

2. Next, open this view and locate Settings, under the Profile option.

3. Once you open Settings, you will see your own personal settings as well as Admin settings.

To make Admin changes, select the Admin view.

Now, you will see several different categories that have editable features for your organization. Let's dive into them!

Notification Management

Admin users have the ability to customize what features trigger email notifications for the entire organization. Keep in mind, each individual user can control their personal notification preferences if the feature is toggled on.

Personality Types

• From here, you can disable or add Personality Types, Manage your Organizations Home Page Widgets, add or update Favorite Fields, add a Custom Personality Type, update Organization Clarity (if you have the Leadr Advantage) and turn on Matrix Organizations (Secondary Managers)
• If your organization has paid for the Working Genius assessment for your employees, insert the URL here for your users to take this assessment

Customizable Options

• You can enable or disable personality types in your organization's profile by checking or unchecking the boxes next to these personality fields: Enneagram, Myers Briggs, DiSC, StrengthsFinder, and Working Genius.
• Underneath the Personality Type Models, you can choose the widgets to show on the Leadr home screen. Check or uncheck these widgets for your users to use on their Home page.

Feature Settings

Here you will find certain features that need to be toggled on by an admin such as meeting attachments, "custom" favorite fields for the care card, Leadr Home widgets, "matrix" organization (for secondary managers), cascading objectives, an and delegate access.

• You will find Custom Favorites Fields to personalize your organization's user profiles. Add the favorite and check the box to enable. Get creative and learn more about the people you interact with daily!
• Additionally, you can insert different personality types than the five default types above

• If your Organization utilizes a Matrix or Secondary Manager hierarchy, it can be turned on within Matrix Organizations by checking the box "Enable Matrix Organization Features". Once enabled, Admins can add Secondary Managers to each employees' profile.

• If you would like your organization to use cascading objectives (parent objectives and supporting objectives that connect together) you can toggle on "Enable Cascading Objectives"

• If you would like users in your organization to be able designate others for delegate access, you can toggle on "Enable Delegate Access." Learn more about Delegate Access here

Leadr Advantage

For Organizations utilizing Leadr Advantage, Organizational Clarity can be set and managed from within the Admin Settings. There will be an extra tab titled "Organizational Clarity"

Setting Organizational Clarity

Similarly to the above, you can navigate to Settings and then under Admin, then scroll to Organizational Clarity.

Select "Edit" to update the Statement, then click into the "Answer" box to type in the response

After filling in all four prompts, scroll to the bottom and select "Save". Once saved, the Organizational Clarity statements will be displayed within Leadr Home for everyone.

Video Walk-Thru

Timestamp

04:15 Organizational Settings

Now you are up-to-date on the Admin settings. If you have feedback, please reach out to us!