Organization Settings

As an Admin, you have the ability to choose what is included in your staff's Leadr profile. You can do things like add a custom personality type model or add a favorite field specific to your organization.

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

Getting Started

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

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

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 are on the Custom Fields page for all employee's profiles.
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)

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.

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!
If your organization has paid for the Working Genius assessment for your employees, insert the URL here for your users to take this assessment
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.

Remember to press save, at the very bottom of this view, before exiting!

What are Matrix Organizations?

People in matrix organizations often need clarification and support on role priorities, disagreements on job duties, and more communication with their managers.

Matrix organizations operate in a model where people frequently work in cross-functional teams and report to two managers -- typically a primary functional manager and a secondary team lead or project manager.
This function allows users to share goals and action items with their team members and surface these goals in 1:1 meetings with their team. In reviews, Matrix settings allow input from a secondary manager collaboratively, so users get a clear and complete review from everyone who manages them.

Leadr Advantage

For Organizations utilizing Leadr Advantage, Organizational Clarity can be set and managed from within the Admin Settings.

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

A recent update moved the Admin Settings Tab under your own Settings. Click on your photo icon->Settings to manage Organizational Settings

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