Admin Guide: Account Setup and Configuration

Importing, Exporting, and Bulk Changing data in Gtmhub

How to use the Gtmhub Import/Export tool to import, export, and bulk change data in Gtmhub

Written by Jake Esau
Updated over a week ago

Offline Insight Editor

Use our VS Code extension to edit your insight code

Written by Jake Esau
Updated this week

How to log in to/switch between multiple Gtmhub accounts

How to browse between multiple accounts you’ve been invited to

Written by Desislava Tileva
Updated over a week ago

Permissions for reports

Learn how to make the predefined reports available to everyone or to a restricted group of users

Written by Vesela Mihaylova-Bodo
Updated over a week ago

Organizational chart

Learn how to view and explore your organizational chart

Written by Vesela Mihaylova-Bodo
Updated over a week ago

Personalizing Insightboards and Reporting

How personalization can help in building smart reporting and bringing data to the point

Written by Natalia Mihailova
Updated over a week ago

The Definitive Step-by-step Guide for Setting Up Gtmhub

Learn how to drive alignment, performance, focus, and engagement with OKRs. Use this guide to set up your organization's Gtmhub account.

Written by Neli Ivanova
Updated over a week ago

What happens with OKRs when an employee is being removed from a Gtmhub account?

OKRs ownership is indeed an interesting topic. This guide illustrates how changing OKRs owners won't reflect on the progress being made.

Written by Neli Ivanova
Updated over a week ago

Retrieve the OKRs of a deleted session

Learn how to recover your OKRs from a deleted session

Written by Neli Ivanova
Updated over a week ago

The Guide for Building a Matrix Organization in Gtmhub

Involving key stakeholders in your strategic decision-making and execution processes ensures collaboration and success.

Written by Neli Ivanova
Updated over a week ago

Configure account notifications

Learn how to manage the notifications for all users in the account

Written by Neli Ivanova
Updated over a week ago

Configure Account

Turn on or off features

How to select which features show for your entire Gtmhub account

Written by Neli Ivanova
Updated over a week ago

Change your account name and domain

Learn how to change your auto-generated account name and URL

Written by Boyan Barnev
Updated over a week ago

SAML 2.0 Single Sign On (SSO) Integration

Allow sign in to Gtmhub with Okta or most other SAML 2.0 identity/SSO providers

Written by Jake Esau
Updated over a week ago

Brand your Quantive account

Learn how to unload your logo to brand your Gtmhub account

Written by Neli Ivanova
Updated over a week ago

Automate Gtmhub user role assignment based on SSO group membership

Set up automatic assignment of roles in Gtmhub based on the user group membership in your Identity Provider

Written by Boyan Barnev
Updated over a week ago

Install Ready-to-use Insightboards from Gtmhub Marketplace

Learn how to install pre-built reporting dashboards from Gtmhub marketplace

Written by Gergana Milanova
Updated over a week ago

Set the language of the account

Learn how to change the default user interface of new users

Written by Neli Ivanova
Updated over a week ago

Change your profile language

Lean how to change the language of your user profile

Written by Neli Ivanova
Updated over a week ago

How to Whitelist Gtmhub

If the problem of having a "network connection" persists, then whitelisting Gtmhub is the solution.

Written by Neli Ivanova
Updated over a week ago

Limit the number of objectives per user

Learn how to prevent team members to own more objectives then they can achieve

Written by Neli Ivanova
Updated over a week ago

Limit the number of key results per objective

Learn how to configure a maximum number of key results that an objective can have

Written by Neli Ivanova
Updated over a week ago

Create custom fields

Learn how to define different types of custom fields and then add them to objectives, key results, updates, tasks, or users and teams

Written by Neli Ivanova
Updated over a week ago

Configure OKRs

Configure the color scale for OKRs progress

Learn how to modify the default color scale for tracking OKRs progress.

Written by Neli Ivanova
Updated over a week ago

Configure confidence level labels

Learn how to setup and customize the confidence labels in your organization

Written by Neli Ivanova
Updated over a week ago

Aggregated progress of objectives

Learn what aggregate progress means and how it is calculated

Written by Neli Ivanova
Updated over a week ago

Example: Custom fields of OKRs

Learn some useful ideas for creating custom fields for Objectives, Key Results, and Key Result updates

Written by Neli Ivanova
Updated over a week ago

Roles & Permissions Setup

Regular vs View-Only users

Written by Desislava Tileva
Updated over a week ago

Set permissions

Learn how to effectively use permissions for OKRs management to continuously improve your processes

Written by Neli Ivanova
Updated over a week ago

Set session permissions on a team level

Learn how to modify the permissions of a session and grand them to a team

Written by Neli Ivanova
Updated over a week ago

Manage roles

Learn how to create roles or use the default ones and how to organize the permission management by using roles.

Written by Neli Ivanova
Updated over a week ago

Permissions set

Learn which permission sets are exposed by Gtmhub to enable you to define the access levels of the users to the system.

Written by Neli Ivanova
Updated over a week ago

Filter users by role

Learn how to effectively manage users, roles, and permissions by using filter by role

Written by Neli Ivanova
Updated over a week ago

Dynamic team permissions in Sessions

How to include all your subteams in a future-proof way

Written by Neli Ivanova
Updated over a week ago

Create roles

Learn how to create new roles that fit every user and team's organizational responsibilities.

Written by Neli Ivanova
Updated over a week ago

Manage permissions of roles

Learn how to grant or deny permissions to a role

Written by Neli Ivanova
Updated over a week ago

User & Team Setup

How to set up email addresses for registering in multiple end-user accounts

Partners need to be invited to multiple end-user accounts and provide unique emails for each. See how email aliases and forwarding can help.

Written by Boyan Barnev
Updated over a week ago

Create teams

Learn how to create teams in your Gtmhub account. You can use teams to define divisions, departments, squads, or tribes.

Written by Neli Ivanova
Updated over a week ago

Manage teams

Learn how to manage teams in Gtmhub individually or in bulk, how to assign managers and team members.

Written by Neli Ivanova
Updated over a week ago

Invite users

Learn how to send invitations to new users in Gtmhub

Written by Neli Ivanova
Updated over a week ago

Remove users

Learn how to remove users from your Gtmhub account

Written by Neli Ivanova
Updated over a week ago

Edit the names of a user

Learn how to change the names of Gtmhub users

Written by Neli Ivanova
Updated over a week ago

Change a user profile picture

Learn how, as an administrator, you can change users' profile pictures

Written by Neli Ivanova
Updated over a week ago

Change the avatar of a team

Learn how, as administrator, you can change the avatars of teams

Written by Neli Ivanova
Updated over a week ago

Example: Custom fields of teams and users

Learn some useful ideas for creating custom fields for teams and users

Written by Neli Ivanova
Updated over a week ago

OKR Setup

Create sessions

Learn how to use sessions to represent a time period in which a group of objectives should be achieved

Written by Neli Ivanova
Updated over a week ago

Define the session cadence

Cadence is the frequency of issuing key result updates. Learn how to customize the cadence for your sessions in Gtmhub

Written by Neli Ivanova
Updated over a week ago

Set session permissions

Learn how you can create planning sessions with visibility and access limited to specific users or groups

Written by Neli Ivanova
Updated over a week ago

Configure the Aggregated OKR report

Learn what the aggregate OKR report contains and how to configure it

Written by Neli Ivanova
Updated over a week ago

Manage OKRs in bulk

Learn how to manage OKRs at scale. Assign, tag, or delete objectives and key results

Written by Neli Ivanova
Updated over a week ago

Export OKRs to Excel

Learn how to export the OKRs of a session or a team in an Excel file

Written by Neli Ivanova
Updated over a week ago

OKRs and tasks ownership

Ownership settings

Learn how to change the account-wide ownership type of objectives and key results

Written by Neli Ivanova
Updated over a week ago

OKR Approval Workflow Setup

Notify reviewers with pending items

Learn how to send reminders to people who have not yet approved your OKRs

Written by Neli Ivanova
Updated over a week ago