User manual and documentation for the Elevate Self Assessment Tool (SAT).
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This guide details the administrative tools available to track employee activity, adjust their roles, and manage their membership in the Organisation.
The directory, accessible from the Members tab in the sidebar, lists all active collaborators who have joined your Organisation. It provides a summary view of their name, email address, current role, and the teams they belong to.
To get more detailed tracking of a colleague's participation, you can click directly on their row in the table or on the expansion arrow at the beginning of the row. This action will open a panel containing several indicators.
The membership date indicator displays the precise date on which the user joined the Organisation.
The email address indicator allows you to find the contact address associated with the user's account.
The session completion indicator shows the total number of assessment sessions this member has participated in.
The recorded votes indicator tallies the cumulative individual responses submitted by this collaborator over the course of their participation.
Each collaborator's role determines their permissions within the Organisation. You can modify this role directly in the directory.
Use the dropdown menu in the role column of the member's row to switch their profile between Participant, Manager, or Owner. The change takes effect immediately.
Only Owners have the authority to promote members to the roles of Manager or Owner. Furthermore, only the Organisation's original Creator (Crown holder) can demote another Owner.
For a comprehensive description of the rights associated with each profile, see the Roles & Permissions documentation.
The ... action button located at the end of each collaborator's line offers several quick commands.
The action Manage teams opens a dialog box allowing you to quickly associate the member with one or more library teams, or remove them from them.
The Remove from Organisation action permanently removes the collaborator from the workspace. They immediately lose all access to the Organisation's dashboards, presets, and reports. Their past responses to evaluation sessions are then permanently anonymised to preserve the history and accuracy of team charts without retaining any personally identifiable information.
The Transfer Ownership action (Creator only) allows you to designate another Owner as the new primary owner of the Organisation. This action is irreversible and transfers supreme authority over the workspace.
An employee may also leave at their own initiative. To voluntarily leave an organisation, follow these steps.