---
title: Overview of user management
description: Admins can access user management, which involves creating, configuring, and managing user accounts, defining roles and permissions, organizing users into departments or business units, assigning job titles, specifying employee types, and managing user access to various resources.
---

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# Overview of user management

User management is efficiently and securely managing user-related activities within the system. Admins can access user management, which involves creating, configuring, and managing user accounts, defining roles and permissions, organizing users into departments or business units, assigning job titles, specifying employee types, and managing user access to various resources. User management ensures access control, streamlines administrative tasks, and maintains a secure and organized system.

You can access the following features in user management:

1. [Users](https://help.engagedly.com/access-user-management#Users)
2. [Roles and permissions](https://help.engagedly.com/access-user-management#roles-and-permissions)
3. [Departments](https://help.engagedly.com/access-user-management#departments)
4. [Business units](https://help.engagedly.com/access-user-management#Business-units)
5. [Job titles](https://help.engagedly.com/access-user-management#job-titles)
6. [Employee types](https://help.engagedly.com/access-user-management#employee-types)
7. [Locations](https://help.engagedly.com/access-user-management#locations)

 Navigate to **Settings \> User Management**.

### **1. Users (Employees)**

You can add and manage the user accounts, track their activities, and view the number of active and blocked users.

You can add and manage the users of your organization.

1. Select **Users**, click **ADD** at the top right, and select the option as required.
2. Click **NEW USER** to manually add users, **IMPORT USERS** to import users in bulk, or **View Integrations** to sync users from HRIS platforms, and click **CONTINUE**.

***Notes:***

- *Always download the latest Excel template before importing employees to ensure compatibility with the current system format.*
- *When importing or syncing users from an HRIS platform, ensure that the single-select and multi-select custom field types match with the mapped custom field options in Engagedly.*
- If an employee's hire date or birthdate is February 29, our system automatically considers it as February 28 in non-leap years. Any 30-day, 60-day, or work anniversary reviews based on the hire date are also conducted on February 28 during non-leap years.

![Add Users](https://help.engagedly.com/hs-fs/hubfs/Add%20Users.png?width=670&height=198&name=Add%20Users.png)

After adding users, all active employee fields you have added to the sections are available in the AG grid.

In the employee's profile, you can provide multiple custom fields. However, if you add the custom field type as a document, the employee documents are available on their manage profile page, resource center, and talent profile.

You can update the employees' field data when updating their profile information.

All active employee fields are available in the sample template, allowing you to enter employees’ information when importing them.

Click the **Overflow ![Overflow Menu-Aug-10-2023-03-16-41-2641-PM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Aug-10-2023-03-16-41-2641-PM.png?width=20&height=20&name=Overflow%20Menu-Aug-10-2023-03-16-41-2641-PM.png) Menu** at the top right and select the option as required.

- **Manage Columns:** All active employee fields are available in *Manage Columns*. However, only the selected fields in the *Manage Columns* are visible in the AG grid. You can manage the columns as required.
- **Export:** You can export the employees' information. Only the selected fields in *Manage Columns* are exported.

![UM1](https://help.engagedly.com/hs-fs/hubfs/UM1.png?width=670&height=283&name=UM1.png)

In each employee field,

- Click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** to upadate their information.
- Click the **Overflow ![Overflow Menu-4](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-4.png?width=20&height=20&name=Overflow%20Menu-4.png) Menu** for additional actions, such as  
    - **Impersonate:** Impersonate any employee within the organization for testing roles, permissions, functionality, or data access, ensuring compliance within the system without affecting real employee accounts.
    - **Assign Permission:** Assign any permission to anyone in the organization. Learn more in [Roles and permissions](https://help.engagedly.com/access-user-management#roles-and-permissions).
    - **Block User:** [Block and activate employees](https://help.engagedly.com/access-user-management#block). You can also add new reasons for blocking employees. For more information, refer to [Add new reasons to block employees](https://help.engagedly.com/add-and-manage-reasons-for-blocking-employees-0?hsLang=en).
    - **Mark as Site Administrator:** Mark anyone in the organization as a site administrator, effectively delegating administrative responsibilities while maintaining security and control.
    - **Mark as CXO:** Mark anyone in the organization as a CXO, effectively delegating appropriate levels of authority.
    - **Resend Login Credentials:** Resend login credentials if the employees forget them.
    - **Change Password:** Change the password for any employee within the organization.
    - **Change Source:** Update the employee information synced from an HRIS platform such as BambooHR, ADP, or Namely by changing the employee’s source. You can also click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** for any employee to update their information.

***Note:*** *After changing the employee’s source on Engagedly, their information will not sync from the HRIS platform if the user sync process is initiated. However, if the employee's source is changed back to their HRIS platform, the changes made are erased following the sync*.

- - **Manage Documents:** You can upload the employee documents and notify their manager while uploading.
    - **Edit Profile Picture:** You can edit the employee's profile picture.

![UM2](https://help.engagedly.com/hs-fs/hubfs/UM2.png?width=670&height=330&name=UM2.png)

#### **Block and activate employees**

You can block employees at any time if required, but you must provide a reason for doing so. Blocked employees cannot access the site and do not get notifications about the system's activities.

You can activate the blocked employees.

Navigate to **Settings \> User Management \> Users \> Blocked Users**.

![UM3](https://help.engagedly.com/hs-fs/hubfs/UM3.png?width=670&height=232&name=UM3.png)

On each employee field, click the **Overflow ![Overflow Menu-Oct-11-2023-07-43-45-1628-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png?width=20&height=20&name=Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png) Menu** at the top right, and select **Activate the User**.

***Note:*** *Blocking the user removes all reporting relationships. When activating them, you must provide the reporting information again for them to appear in their manager's team.*

### 2. Roles and permissions

Engagedly offers various roles and permissions across all modules. You can assign any role to any employee within the organization, controlling their permissions and data access. You can [add new roles](https://help.engagedly.com/access-user-management#add-role), [assign them to employees](https://help.engagedly.com/access-user-management#assign-role), grant permissions, and [manage existing roles](https://help.engagedly.com/access-user-management#manage-role) as needed.

#### **Add a new role**

1. Select **Roles and Permissions**, click **NEW ROLE**, and type the name and description.
2. Select the permissions you want to assign to the new role and click **ADD**.

Once the role is created, you can assign it to employees. Each role has different capabilities.

#### Assign role to employees

You can assign both new and existing roles to employees, granting them permissions

based on their role-specific capabilities.

1. On the left, select the role you want to assign.
2. On the right, click **+ Assign role** andsearch for employees.
3. Press **enter** on your keyboard to select an employee, and click **SAVE**.

#### Manage a role

You can edit or delete the assigned role.

1. On the left, select the role you want to edit or delete.
2. On the right, click the **Overflow ![Overflow Menu-Oct-11-2023-07-43-45-1628-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png?width=20&height=20&name=Overflow%20Menu-Oct-11-2023-07-43-45-1628-AM.png) Menu** and select **Edit** or **Delete** as required.

![Roles and Permissions-2](https://help.engagedly.com/hs-fs/hubfs/Roles%20and%20Permissions-2.jpg?width=670&height=265&name=Roles%20and%20Permissions-2.jpg)

You can remove permissions assigned to employees.

  1.   Click the user initials in the *Assigned To Users* field.

  2.   Click the **Delete ![Delete-1](https://help.engagedly.com/hs-fs/hubfs/Delete-1.png?width=20&height=20&name=Delete-1.png) Icon** and click **SAVE**.

For detailed documentation on each role and its user capabilities, [contact our support team](mailto:support@engagedly.com).[mailto:support@engagedly.com](mailto:support@engagedly.com)

### 3. Departments

You can group the individuals based on their operational areas within the organization. You can organize the users into departments, facilitating better collaboration and resource allocation within the organization.

You can add and manage the departments of your organization.

- Select **Departments** and click **ADD DEPARTMENT** at the top right.
- Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** on each department field, and select **Edit** or **Delete** as required.
- Hover over any department and click **MANAGE**, redirecting you to the respective department page for additional actions.

![Department1](https://help.engagedly.com/hs-fs/hubfs/Department1.png?width=670&height=288&name=Department1.png)

- On each department page, 
    - Click **ADD** to add employees to the department.
    - Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** at the top right and select **Manage Columns** and **Export** as required.
    - Click the **Edit ![edit grey-2](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-2.png?width=20&height=20&name=edit%20grey-2.png) Icon** to edit the employee profile details.
    - Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** on each employee field for additional actions.

![Department2](https://help.engagedly.com/hs-fs/hubfs/Department2.png?width=670&height=318&name=Department2.png)

### 4. Business units

You can organize the users based on their business units, which helps to assign tasks and manage workflows.

You can add and manage the business units of your organization.

- Select **Business Units** and click **ADD BUSINESS UNIT** at the top right.
- Click the **Overflow ![Overflow Menu-4](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-4.png?width=20&height=20&name=Overflow%20Menu-4.png) Menu** on each business unit field, and select **Edit** or **Delete** as required.
- Hover over any business unit and click **MANAGE**, redirecting you to the respective business unit page for additional actions.

![BU1](https://help.engagedly.com/hs-fs/hubfs/BU1.png?width=670&height=328&name=BU1.png)

- On each business unit page, 
    - Click **ADD** to add employees to the business unit.
    - Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** at the top right and select **Manage Columns** and **Export** as required.
    - Click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** to edit the employee profile details.
    - Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** on each employee field for additional actions.

![BU2](https://help.engagedly.com/hs-fs/hubfs/BU2.png?width=670&height=318&name=BU2.png)

### 5. Job titles

You can assign job titles to users, providing clarity of their roles and responsibilities.

You can add and manage the job titles of your organization.

- Select **Job Titles** and click **ADD** at the top right.
- Click the **Settings ![Settings](https://help.engagedly.com/hs-fs/hubfs/Settings.png?width=20&height=20&name=Settings.png) Icon** at the top right to enable or disable the job title settings. 
    - Add different competencies to various job titles.
    - Set targets for the competencies.
- Click the **Overflow ![Overflow Menu-4](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-4.png?width=20&height=20&name=Overflow%20Menu-4.png) Menu** at the top right and select **Export Job Titles**.

You can add responsibilities, requirements, competencies, and skills for each job title.

- Click the job title on the left pane, click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** in the job title field, and select **Edit** or **Delete** as required.

![Job title1](https://help.engagedly.com/hs-fs/hubfs/Job%20title1.png?width=670&height=328&name=Job%20title1.png)

### 6. Employee types

You can categorize users based on their employment status.

You can add and manage the employee type of your organization.

- Select **Employee Types** and click **ADD** at the top right.

- Click the **Overflow ![Overflow Menu-4](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-4.png?width=20&height=20&name=Overflow%20Menu-4.png) Menu** on each employee type field, and select **Edit** or **Delete** as required.
- Hover over any employee type and click **VIEW** the employees in it, redirecting you to the respective employee type page for additional actions.

![Employee Types1](https://help.engagedly.com/hs-fs/hubfs/Employee%20Types1.png?width=670&height=281&name=Employee%20Types1.png)

- On the employee type page, 
    - Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** at the top right and select **Manage Columns** and **Export** as required.
    - Click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** to edit the employee profile details.
    - Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** on each employee field for additional actions.

![Employee Types2](https://help.engagedly.com/hs-fs/hubfs/Employee%20Types2.png?width=670&height=312&name=Employee%20Types2.png)

### 7. Locations

Locations refer to the geographical sites where users may be located, such as offices, branches, or remote work locations.

You can add and manage the locations of the employees within the organization.

- Select **Locations** and click **ADD LOCATION** at the top right.

- Click the **Overflow ![Overflow Menu-4](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-4.png?width=20&height=20&name=Overflow%20Menu-4.png) Menu** on each location, and select **Edit** or **Delete** as required.
- Hover over any location and click **VIEW** the employees in it, redirecting you to the respective location page for additional actions.

![Locations1](https://help.engagedly.com/hs-fs/hubfs/Locations1.png?width=670&height=259&name=Locations1.png)

- On each location page, 
    - Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** at the top right and select **Manage Columns** and **Export** as required.
    - Click the **Edit ![edit grey-3](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** to edit the employee profile details.
    - Click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png)  Menu** on each employee field for additional actions.

![Locations2](https://help.engagedly.com/hs-fs/hubfs/Locations2.png?width=670&height=316&name=Locations2.png)

User management is a fundamental aspect, empowering the admins to control access, maintain security, and streamline administrative processes, ensuring a well-organized and secure environment for all users within the organization.

- [Getting Started](https://help.engagedly.com/getting-started?hsLang=en#main-content)

    - [Overview (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#overview-indigo-v3)
    - [Admin Settings (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-indigo-v3)
    - [Overview (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#overview-tangerine-v2)
    - [Admin Settings (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-tangerine-v2)
    - [Homepage (Pre-Tangerine: V1)](https://help.engagedly.com/getting-started?hsLang=en#homepage-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/getting-started?hsLang=en#faqs)
- [Marissa AI](https://help.engagedly.com/marissa-ai?hsLang=en#main-content)

    - [Getting Started](https://help.engagedly.com/marissa-ai?hsLang=en#getting-started)
    - [Configuration and Policy](https://help.engagedly.com/marissa-ai?hsLang=en#configuration-and-policy)
    - [HR Agent Overview](https://help.engagedly.com/marissa-ai?hsLang=en#hr-agent-overview)
    - [App-Specific Agents](https://help.engagedly.com/marissa-ai?hsLang=en#app-specific-agents)
    - [FAQs](https://help.engagedly.com/marissa-ai?hsLang=en#faqs)
- [Analytics](https://help.engagedly.com/analytics?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/analytics?hsLang=en#overview)
    - [Analytics Dashboard](https://help.engagedly.com/analytics?hsLang=en#analytics-dashboard)
    - [FAQs](https://help.engagedly.com/analytics?hsLang=en#faqs)
- [Engagedly Mobile App](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#overview)
    - [Admin and Manager Features in Mobile](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#admin-and-manager-features-in-mobile)
    - [Employee Features in Mobile](https://help.engagedly.com/engagedly-mobile-app?hsLang=en#employee-features-in-mobile)
- [Butterfly EI](https://help.engagedly.com/butterfly-ei?hsLang=en#main-content)

    - [Getting Started](https://help.engagedly.com/butterfly-ei?hsLang=en#getting-started)
    - [Pulse Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#pulse-survey)
    - [Instant Feedback](https://help.engagedly.com/butterfly-ei?hsLang=en#instant-feedback)
    - [Nurture Stream](https://help.engagedly.com/butterfly-ei?hsLang=en#nurture-stream)
    - [Yearly Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#yearly-survey)
    - [Exit Survey](https://help.engagedly.com/butterfly-ei?hsLang=en#exit-survey)
    - [Response Submission](https://help.engagedly.com/butterfly-ei?hsLang=en#response-submission)
    - [Understand Butterfly Survey Reports](https://help.engagedly.com/butterfly-ei?hsLang=en#understand-butterfly-survey-reports)
    - [FAQs](https://help.engagedly.com/butterfly-ei?hsLang=en#faqs)
- [Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en#main-content)

    - [Get Started with Talent Mobility](https://help.engagedly.com/talent-mobility?hsLang=en#get-started-with-talent-mobility)
    - [Discover Talent](https://help.engagedly.com/talent-mobility?hsLang=en#discover-talent)
    - [Manage Talent](https://help.engagedly.com/talent-mobility?hsLang=en#manage-talent)
    - [Plan Succession](https://help.engagedly.com/talent-mobility?hsLang=en#plan-succession)
    - [FAQs](https://help.engagedly.com/talent-mobility?hsLang=en#faqs)
- [Goals and OKRs](https://help.engagedly.com/goals-and-okrs?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/goals-and-okrs?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/goals-and-okrs?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#employee-tangerine-v2)
    - [Goals (Pre-Tangerine: V1)](https://help.engagedly.com/goals-and-okrs?hsLang=en#goals-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/goals-and-okrs?hsLang=en#faqs)
- [Growth](https://help.engagedly.com/growth?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/growth?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/growth?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/growth?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/growth?hsLang=en#faqs)
- [Performance](https://help.engagedly.com/performance?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/performance?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/performance?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/performance?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/performance?hsLang=en#faqs)
- [360 Feedback](https://help.engagedly.com/360-feedback?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/360-feedback?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/360-feedback?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/360-feedback?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/360-feedback?hsLang=en#faqs)
- [360 Feedback (Indigo)](https://help.engagedly.com/360-feedback-indigo?hsLang=en#main-content)

    - [Get Started with 360 Feedback](https://help.engagedly.com/360-feedback-indigo?hsLang=en#get-started-with-360-feedback)
    - [Launch a 360 Feedback Cycle](https://help.engagedly.com/360-feedback-indigo?hsLang=en#launch-a-360-feedback-cycle)
    - [Manage 360 Feedback Cycles](https://help.engagedly.com/360-feedback-indigo?hsLang=en#manage-360-feedback-cycles)
    - [Manage Nominations and Participation](https://help.engagedly.com/360-feedback-indigo?hsLang=en#manage-nominations-and-participation)
- [Workflow](https://help.engagedly.com/workflow?hsLang=en#main-content)

    - [Get Started With Workflow](https://help.engagedly.com/workflow?hsLang=en#get-started-with-workflow)
    - [Understand Workflow Concepts](https://help.engagedly.com/workflow?hsLang=en#understand-workflow-concepts)
    - [Create and Manage Workflow](https://help.engagedly.com/workflow?hsLang=en#create-and-manage-workflow)
    - [FAQs](https://help.engagedly.com/workflow?hsLang=en#faqs)
- [Learning (LXP)](https://help.engagedly.com/learning-lxp?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/learning-lxp?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/learning-lxp?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/learning-lxp?hsLang=en#employee-tangerine-v2)
    - [Admin (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#admin-pre-tangerine-v1)
    - [Manager (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#manager-pre-tangerine-v1)
    - [Employee (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp?hsLang=en#employee-pre-tangerine-v1)
    - [FAQs](https://help.engagedly.com/learning-lxp?hsLang=en#faqs)
- [Real-Time Feedback](https://help.engagedly.com/real-time-feedback?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/real-time-feedback?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/real-time-feedback?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/real-time-feedback?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/real-time-feedback?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/real-time-feedback?hsLang=en#faqs)
- [Meetings Module](https://help.engagedly.com/meetings-module?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/meetings-module?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/meetings-module?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/meetings-module?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/meetings-module?hsLang=en#faqs)
- [Coaching](https://help.engagedly.com/coaching?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/coaching?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/coaching?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/coaching?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/coaching?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/coaching?hsLang=en#faqs)
- [Team Pulse](https://help.engagedly.com/team-pulse?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/team-pulse?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/team-pulse?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#admin-tangerine-v2)
    - [Manager (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#manager-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/team-pulse?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/team-pulse?hsLang=en#faqs)
- [Employee Social](https://help.engagedly.com/employee-social?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/employee-social?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/employee-social?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/employee-social?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/employee-social?hsLang=en#faqs)
- [Groups](https://help.engagedly.com/groups?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/groups?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/groups?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/groups?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/groups?hsLang=en#faqs)
- [Surveys](https://help.engagedly.com/surveys?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/surveys?hsLang=en#overview)
    - [All User Resources (Indigo: V3)](https://help.engagedly.com/surveys?hsLang=en#all-user-resources-indigo-v3)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/surveys?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/surveys?hsLang=en#faqs)
- [Engagement Survey](https://help.engagedly.com/engagement-survey?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagement-survey?hsLang=en#overview)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/engagement-survey?hsLang=en#faqs)
- [Rewards](https://help.engagedly.com/rewards?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/rewards?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/rewards?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/rewards?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/rewards?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/rewards?hsLang=en#faqs)
- [Rewards (Indigo)](https://help.engagedly.com/rewards-indigo?hsLang=en#main-content)

    - [Get Started with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#get-started-with-rewards)
    - [Understand Gamification](https://help.engagedly.com/rewards-indigo?hsLang=en#understand-gamification)
    - [Configure Reward Settings](https://help.engagedly.com/rewards-indigo?hsLang=en#configure-reward-settings)
    - [Manage Points to Currency and Budgets](https://help.engagedly.com/rewards-indigo?hsLang=en#manage-points-to-currency-and-budgets)
    - [Set Up Points Redemption and Reward Catalog](https://help.engagedly.com/rewards-indigo?hsLang=en#set-up-points-redemption-and-reward-catalog)
    - [Working with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#working-with-rewards)
    - [View Rewards Reports](https://help.engagedly.com/rewards-indigo?hsLang=en#view-rewards-reports)
- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
- [Skill Assessments](https://help.engagedly.com/skill-assessments?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/skill-assessments?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/skill-assessments?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/skill-assessments?hsLang=en#employee)
- [Suggestions](https://help.engagedly.com/suggestions?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/suggestions?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/suggestions?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/suggestions?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/suggestions?hsLang=en#faqs)
- [Notes](https://help.engagedly.com/notes?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/notes?hsLang=en#employee)
- [Resources](https://help.engagedly.com/resources?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/resources?hsLang=en#employee)
- [Other Apps](https://help.engagedly.com/other-apps?hsLang=en#main-content)

    - [Talent Card](https://help.engagedly.com/other-apps?hsLang=en#talent-card)
    - [CXO](https://help.engagedly.com/other-apps?hsLang=en#cxo)
    - [Org Directory](https://help.engagedly.com/other-apps?hsLang=en#org-directory)
    - [Diversity and Inclusion](https://help.engagedly.com/other-apps?hsLang=en#diversity-and-inclusion)

- [About Us](http://www.engagedly.com/about-us) 
    - [Management Team](http://www.engagedly.com/about-us/management-team)

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