Settings & Email Notifications

Set up and manage email, calendar, and time zone settings. Learn more about email notifications.

User Settings

1. Locate the Settings carrot within your Leadr homepage
2. Select Settings and begin to Manage Setting

Customizable Email Notifications

You can use the drop-down menu to filter Birthdays and Work Anniversaries:

• Chose Everyone to receive Org-wide reminders
• Chose Your Department for only those who are within your Department
• Chose Your Direct Reports to receive reminders for your employees
• Chose People You Interact With for reminders that correspond with scheduled meetings
• Chose No One if you do not want birthday or work anniversary reminders.

Logging In

Some organizations may require employees to sign via their Organizations email provider through Single Sign-On. Selecting one of the options will only connect login information.

• Select Connect to Google if your Organization uses Google
• Select Connect to Microsoft if your Organization uses any form of Office365
  • Currently, this is only available for non-enterprise Microsoft accounts. We are working to make SSO available to Microsoft Enterprise.
• Select Reset Password to receive email instructions on resetting your password within Leadr.

Note, selecting one of the above options will not connect your calendar to Leadr. Use the below articles for step-by-step instructions on calendar integration.

Calendar Settings

• See the below articles for help integrating your calendar
  • Connect Calendar
  • Create Meetings
  • Edit Meetings
  • Calendar Permissions

Timezone

• Toggle on (green) the "Use Default Timezone" to ensure Leadr meetings reflect the correct time in both Leadr and a synced calendar.
• Toggle off (grey) the "Use Default Timezone" setting if your timezone is reflected incorrectly within Leadr.

Edit Profile

Why don't you go ahead and update your profile, or as we say, your "Baseball Card". Remember, the profile allows you to learn about and interact with the people you see every day at work.

Automatic Email Notifications

You may have noticed the occasional email notifying you of an action item, goal, learning, or feedback request. Who receives these emails are based on who assigned the goal, action item, learning... Here is a breakdown of current automatic email notifications:

Goals

You receive notification emails if you are added manually as the owner, collaborator, or viewer. Users such as executives and admin who are automatically added as implicit viewers do not receive these emails.

• When a goal is created
• When a goal is completed
• When a goal is deleted
• The goal is assigned a new owner
• The owner is removed as goal owner
• A user is added to a goal
• Updates are made to the goal status

Action Items

• When an action item is assigned
• When an action item is completed
  • Example: Bob assigns an action item for Sally in the above Goal. Sally received an email notification. When Sally completes the action item, Bob receives the email.

Feedback

• When feedback is assigned
• When feedback is completed
  • Example: Sally requests feedback from her manager Bob, and Bob receives an email notification that feedback was assigned. Bob submits the feedback Sally requested, Sally receives an email that the feedback is completed.

Learning

• When learning is assigned
• When learning is completed
  • Example: Hilary enjoyed a recent podcast, she assigns the podcast as learning to her direct reports. All direct reports receive an email that learning has been assigned. Only Chelsea completes the learning, Hilary receives an email notification and Chelsea is promoted.

Meetings (No Calendar Connected)

• When a Meeting is scheduled
• When a Meeting is rescheduled
• When a Meeting is edited in Leadr
  • Example: Rachel schedules a new recurring 1:1 with her direct report, Robyn. Both Rachel and Robyn receive an email from coach@leadr.com that the meeting was scheduled. Oh, but wait, Robyn is out of town during one of her 1:1s so Rachel rescheduled the meeting to a new date. Both receive a rescheduled email from coach@leadr.com. Robyn renames the series to "1:1 with your favorite employee", and both receive an email notifying them of the edit.

Reviews

• When a review is sent to you
• When the review is signed off
• When an Admin sends a reminder email

Development Plans

• Plan submitted for Mentor review (mentor)
• Plan review completed (plan owner)
• Participant changes (only people added or removed)
• Plan ready for final thoughts (plan owner or mentor, whomever didn’t mark the plan completed)
• Plan closed (plan owner or mentor, whomever didn’t mark the plan closed)
• Plan reopened (all participants except user who initiated the action)
• Accomplishment added (plan owner, only when initiated by the mentor)
• Comment added to plan (all participants except user who initiated the action)

When a user replies to any of these emails, it is sent to our support staff at support@leadr.com

That's it! You have successfully updated your settings!

Reach out to us in chats or by email to support@leadr.com if you have any questions, feedback, or concerns on this article or any other article.