--- title: Getting Started | Help Center description: Revolutionize your employee engagement and performance management with Engagedly --- [Skip to content](https://help.engagedly.com/getting-started#main-content) English Show submenu for translations [Contact us](https://help.engagedly.com/kb-tickets/new) [Customer portal](https://help.engagedly.com/tickets) ![Engagedly dark.png\]](https://help.engagedly.com/hs-fs/hubfs/Engagedly%20dark.png?height=31&name=Engagedly%20dark.png) - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) Open main navigation Close main navigation - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) - English Show submenu for translations - [Contact us](https://help.engagedly.com/kb-tickets/new) - [Customer portal](https://help.engagedly.com/tickets) - [Our Website](https://engagedly.com/) [Our Website](https://engagedly.com/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.engagedly.com/) 2. [Getting Started](https://help.engagedly.com/getting-started) # Getting Started Revolutionize your employee engagement and performance management with Engagedly ## Overview (Indigo: V3) - [Overview of the Engagedly homepage](https://help.engagedly.com/indigo/overview-of-the-engagedly-homepage) - [Manage profile and account settings in Engagedly](https://help.engagedly.com/manage-profile-and-account-settings-in-engagedly) - [Explore the Engagedly homepage features](https://help.engagedly.com/explore-the-engagedly-homepage-features) - [Upload and manage your certificates](https://help.engagedly.com/upload-and-manage-your-certificates) - [Export reports across Engagedly apps](https://help.engagedly.com/export-reports-across-engagedly-apps) ## Admin Settings (Indigo: V3) - [Overview of Engagedly settings](https://help.engagedly.com/overview-of-engagedly-settings) - [Overview of global settings](https://help.engagedly.com/overview-of-global-settings) - [Add and manage employee fields](https://help.engagedly.com/add-and-manage-employee-fields) - [Overview of user management](https://help.engagedly.com/overview-of-user-management) - [Add and manage employees (Users)](https://help.engagedly.com/add-and-manage-employees) - [Add and manage roles and permissions](https://help.engagedly.com/add-and-manage-roles-and-permissions) - [Add and manage organization structure](https://help.engagedly.com/add-and-manage-organization-structure) - [Add and manage employee types](https://help.engagedly.com/add-and-manage-employee-types) - [Add new reasons to block employees](https://help.engagedly.com/add-new-reasons-to-block-employees) - [Manage Engagedly notifications](https://help.engagedly.com/manage-engagedly-notifications) - [Overview of activity logs](https://help.engagedly.com/overview-of-activity-logs) - [Configure the picture library](https://help.engagedly.com/configure-the-picture-library) - [Overview of billing details](https://help.engagedly.com/overview-of-billing-details) - [Configure talent management settings](https://help.engagedly.com/configure-talent-management-settings) - [Manage employee certificates](https://help.engagedly.com/manage-employee-certificates) - [Configure employee certificate settings](https://help.engagedly.com/configure-employee-certificate-settings) - [Overview of integrations](https://help.engagedly.com/overview-of-integrations) - [Configure automation workflows](https://help.engagedly.com/configure-automation-workflow) - [Configure SFTP in Engagedly](https://help.engagedly.com/configure-sftp-in-engagedly) - [Schedule and manage reports](https://help.engagedly.com/schedule-reports-1) - [Configure Engagedly apps](https://help.engagedly.com/configure-engagedly-apps) - [Configure Marissa settings](https://help.engagedly.com/configure-marissa-ai-settings) - [Add and manage resources for Marissa](https://help.engagedly.com/add-and-manage-resources-for-marissa) See less ▼ ## Overview (Tangerine: V2) - [Overview of the homepage](https://help.engagedly.com/overview-of-the-home-page) - [Marissa, Engagedly’s AI Assistant](https://help.engagedly.com/marissa-engagedlys-ai-assistant) - [Export reports from different modules](https://help.engagedly.com/hc/en-us/articles/4827921747865-export-print-data-from-different-modules) - [Manager visibility in different modules](https://help.engagedly.com/manager-visibility-in-different-modules) ## Admin Settings (Tangerine: V2) - [Overview of the settings](https://help.engagedly.com/overview-of-the-admin-settings) - [Overview of global settings](https://help.engagedly.com/access-global-settings) - [Overview of user management](https://help.engagedly.com/access-user-management) - [Add new reasons to block employees](https://help.engagedly.com/add-and-manage-reasons-for-blocking-employees-0) - [Enable or disable notifications](https://help.engagedly.com/enable-or-disable-notifications) - [Access audit log](https://help.engagedly.com/access-audit-log) - [Access billing details](https://help.engagedly.com/access-billing-details) - [Add and manage competencies](https://help.engagedly.com/add-and-manage-competencies) - [Create and manage skills](https://help.engagedly.com/create-and-manage-skills) - [Overview of integrations](https://help.engagedly.com/overview-of-integrations1) - [Add training resources to Marissa](https://help.engagedly.com/add-training-resources-to-marissa) - [Add and manage automation workflow](https://help.engagedly.com/add-and-manage-automation-workflow) - [Configure SFTP in Engagedly](https://help.engagedly.com/configure-sftp-with-engagedly) - [Schedule reports](https://help.engagedly.com/schedule-reports) - [Enable or disable a module in Engagedly](https://help.engagedly.com/enable-or-disable-a-module-in-engagedly) See less ▼ ## Homepage (Pre-Tangerine: V1) - [Homepage Celebrations Widget](https://help.engagedly.com/home-page-lear) - [Homepage Social Feed Widget](https://help.engagedly.com/home-page-learning-widget) - [Homepage Feedback Widget](https://help.engagedly.com/feedback-widget) - [Homepage Pending Actions](https://help.engagedly.com/homepage-pending-actions) - [Homepage Learning Widget](https://help.engagedly.com/home-page-learning-widget-1) - [Access Goals from Homepage](https://help.engagedly.com/access-goals-from-homepage) See less ▼ ## FAQs - [What happens after a certificate expires? Does anything change at 30, 60, or 90 days?](https://help.engagedly.com/what-happens-after-a-certificate-expires-does-anything-change-at-30-60-or-90-days) - [Who can manage and view employee documents?](https://help.engagedly.com/who-can-manage-and-view-employee-documents) - [Which languages does Engagedly support?](https://help.engagedly.com/which-languages-does-engagedly-support) - [Can I change an expired or expiring soon certificate back to active?](https://help.engagedly.com/can-i-change-an-expired-or-expiring-soon-certificate-back-to-active) - [If admins turn off “Allow employees to upload certificates”, what happens to certificates employees have already uploaded?](https://help.engagedly.com/if-admins-turn-off-allow-employees-to-upload-certificates-what-happens-to-certificates-employees-have-already-uploaded) - [Can admins or managers upload and manage employee certificate details?](https://help.engagedly.com/can-admins-or-managers-upload-and-manage-employee-certificate-details) - [Who can block and activate the user?](https://help.engagedly.com/can-i-block-and-activate-the-user) - [Who can assign permissions to the users?](https://help.engagedly.com/can-i-assign-permissions-to-the-users) - [Who can change users' passwords?](https://help.engagedly.com/can-i-change-the-password-for-the-users) - [What are the automation workflows the admins can create?](https://help.engagedly.com/what-are-the-workflows-i-can-create) - [Who is the secondary manager, and what are their capabilities?](https://help.engagedly.com/who-is-the-secondary-manager-and-what-are-their-capabilities) - [What happens if an admin adds a section or field after downloading the Excel template to import employees?](https://help.engagedly.com/what-happens-if-an-admin-adds-a-section-or-field-after-downloading-the-excel-template-to-import-employees) - [Can employees update their profile information?](https://help.engagedly.com/can-the-employees-update-their-profile-information) - [What is the Engagedly IP address? How is it helpful?](https://help.engagedly.com/engagedly-ip-address) - [What happens when admins make blocked employees active?](https://help.engagedly.com/what-happens-when-admins-make-blocked-employees-active) - [Are reactivated employees added back to workflows automatically?](https://help.engagedly.com/are-reactivated-employees-added-back-to-workflows-automatically) - [How do HR Manager roles and permissions work?](https://help.engagedly.com/how-do-hr-manager-roles-and-permissions-work) See less ▼ - [Getting Started](https://help.engagedly.com/getting-started#main-content) - [Overview (Indigo: V3)](https://help.engagedly.com/getting-started#overview-indigo-v3) - [Admin Settings (Indigo: V3)](https://help.engagedly.com/getting-started#admin-settings-indigo-v3) - [Overview (Tangerine: V2)](https://help.engagedly.com/getting-started#overview-tangerine-v2) - [Admin Settings (Tangerine: V2)](https://help.engagedly.com/getting-started#admin-settings-tangerine-v2) - [Homepage (Pre-Tangerine: V1)](https://help.engagedly.com/getting-started#homepage-pre-tangerine-v1) - [FAQs](https://help.engagedly.com/getting-started#faqs) - [Marissa AI](https://help.engagedly.com/marissa-ai#main-content) - [Getting Started](https://help.engagedly.com/marissa-ai#getting-started) - [Configuration and Policy](https://help.engagedly.com/marissa-ai#configuration-and-policy) - [HR Agent Overview](https://help.engagedly.com/marissa-ai#hr-agent-overview) - [App-Specific Agents](https://help.engagedly.com/marissa-ai#app-specific-agents) - [FAQs](https://help.engagedly.com/marissa-ai#faqs) - [Analytics](https://help.engagedly.com/analytics#main-content) - [Overview](https://help.engagedly.com/analytics#overview) - [Analytics Dashboard](https://help.engagedly.com/analytics#analytics-dashboard) - [FAQs](https://help.engagedly.com/analytics#faqs) - [Engagedly Mobile App](https://help.engagedly.com/engagedly-mobile-app#main-content) - [Overview](https://help.engagedly.com/engagedly-mobile-app#overview) - [Admin and Manager Features in Mobile](https://help.engagedly.com/engagedly-mobile-app#admin-and-manager-features-in-mobile) - [Employee Features in Mobile](https://help.engagedly.com/engagedly-mobile-app#employee-features-in-mobile) - [Butterfly EI](https://help.engagedly.com/butterfly-ei#main-content) - [Getting Started](https://help.engagedly.com/butterfly-ei#getting-started) - [Pulse Survey](https://help.engagedly.com/butterfly-ei#pulse-survey) - [Instant Feedback](https://help.engagedly.com/butterfly-ei#instant-feedback) - [Nurture Stream](https://help.engagedly.com/butterfly-ei#nurture-stream) - [Yearly Survey](https://help.engagedly.com/butterfly-ei#yearly-survey) - [Exit Survey](https://help.engagedly.com/butterfly-ei#exit-survey) - [Response Submission](https://help.engagedly.com/butterfly-ei#response-submission) - [Understand Butterfly Survey Reports](https://help.engagedly.com/butterfly-ei#understand-butterfly-survey-reports) - [FAQs](https://help.engagedly.com/butterfly-ei#faqs) - [Talent Mobility](https://help.engagedly.com/talent-mobility#main-content) - [Get Started with Talent Mobility](https://help.engagedly.com/talent-mobility#get-started-with-talent-mobility) - [Discover Talent](https://help.engagedly.com/talent-mobility#discover-talent) - [Manage Talent](https://help.engagedly.com/talent-mobility#manage-talent) - [Plan Succession](https://help.engagedly.com/talent-mobility#plan-succession) - [FAQs](https://help.engagedly.com/talent-mobility#faqs) - [Goals and OKRs](https://help.engagedly.com/goals-and-okrs#main-content) - [Overview](https://help.engagedly.com/goals-and-okrs#overview) - [All User Resources (Indigo: V3)](https://help.engagedly.com/goals-and-okrs#all-user-resources-indigo-v3) - [Admin (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs#admin-tangerine-v2) - [Manager (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs#manager-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs#employee-tangerine-v2) - [Goals (Pre-Tangerine: V1)](https://help.engagedly.com/goals-and-okrs#goals-pre-tangerine-v1) - [FAQs](https://help.engagedly.com/goals-and-okrs#faqs) - [Growth](https://help.engagedly.com/growth#main-content) - [Overview](https://help.engagedly.com/growth#overview) - [All User Resources (Indigo: V3)](https://help.engagedly.com/growth#all-user-resources-indigo-v3) - [Admin (Tangerine: V2)](https://help.engagedly.com/growth#admin-tangerine-v2) - [Manager (Tangerine: V2)](https://help.engagedly.com/growth#manager-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/growth#employee-tangerine-v2) - [FAQs](https://help.engagedly.com/growth#faqs) - [Performance](https://help.engagedly.com/performance#main-content) - [Overview](https://help.engagedly.com/performance#overview) - [All User Resources (Indigo: V3)](https://help.engagedly.com/performance#all-user-resources-indigo-v3) - [Admin (Tangerine: V2)](https://help.engagedly.com/performance#admin-tangerine-v2) - [Manager (Tangerine: V2)](https://help.engagedly.com/performance#manager-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/performance#employee-tangerine-v2) - [FAQs](https://help.engagedly.com/performance#faqs) - [360 Feedback](https://help.engagedly.com/360-feedback#main-content) - [Overview](https://help.engagedly.com/360-feedback#overview) - [All User Resources (Indigo: V3)](https://help.engagedly.com/360-feedback#all-user-resources-indigo-v3) - [Admin (Tangerine: V2)](https://help.engagedly.com/360-feedback#admin-tangerine-v2) - [Manager (Tangerine: V2)](https://help.engagedly.com/360-feedback#manager-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/360-feedback#employee-tangerine-v2) - [FAQs](https://help.engagedly.com/360-feedback#faqs) - [Workflow](https://help.engagedly.com/workflow#main-content) - [Get Started With Workflow](https://help.engagedly.com/workflow#get-started-with-workflow) - [Understand Workflow Concepts](https://help.engagedly.com/workflow#understand-workflow-concepts) - [Create and Manage Workflow](https://help.engagedly.com/workflow#create-and-manage-workflow) - [FAQs](https://help.engagedly.com/workflow#faqs) - [Learning (LXP)](https://help.engagedly.com/learning-lxp#main-content) - [Overview](https://help.engagedly.com/learning-lxp#overview) - [All User Resources (Indigo: V3)](https://help.engagedly.com/learning-lxp#all-user-resources-indigo-v3) - [Admin (Tangerine: V2)](https://help.engagedly.com/learning-lxp#admin-tangerine-v2) - [Manager (Tangerine: V2)](https://help.engagedly.com/learning-lxp#manager-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/learning-lxp#employee-tangerine-v2) - [Admin (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp#admin-pre-tangerine-v1) - [Manager (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp#manager-pre-tangerine-v1) - [Employee (Pre-Tangerine: V1)](https://help.engagedly.com/learning-lxp#employee-pre-tangerine-v1) - [FAQs](https://help.engagedly.com/learning-lxp#faqs) - [Real-Time Feedback](https://help.engagedly.com/real-time-feedback#main-content) - [Overview](https://help.engagedly.com/real-time-feedback#overview) - [Admin](https://help.engagedly.com/real-time-feedback#admin) - [Manager](https://help.engagedly.com/real-time-feedback#manager) - [Employee](https://help.engagedly.com/real-time-feedback#employee) - [FAQs](https://help.engagedly.com/real-time-feedback#faqs) - [Meetings Module](https://help.engagedly.com/meetings-module#main-content) - [Overview](https://help.engagedly.com/meetings-module#overview) - [All User Resources (Indigo: V3)](https://help.engagedly.com/meetings-module#all-user-resources-indigo-v3) - [Admin (Tangerine: V2)](https://help.engagedly.com/meetings-module#admin-tangerine-v2) - [Manager (Tangerine: V2)](https://help.engagedly.com/meetings-module#manager-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/meetings-module#employee-tangerine-v2) - [FAQs](https://help.engagedly.com/meetings-module#faqs) - [Coaching](https://help.engagedly.com/coaching#main-content) - [Overview](https://help.engagedly.com/coaching#overview) - [Admin](https://help.engagedly.com/coaching#admin) - [Manager](https://help.engagedly.com/coaching#manager) - [Employee](https://help.engagedly.com/coaching#employee) - [FAQs](https://help.engagedly.com/coaching#faqs) - [Team Pulse](https://help.engagedly.com/team-pulse#main-content) - [Overview](https://help.engagedly.com/team-pulse#overview) - [All User Resources (Indigo: V3)](https://help.engagedly.com/team-pulse#all-user-resources-indigo-v3) - [Admin (Tangerine: V2)](https://help.engagedly.com/team-pulse#admin-tangerine-v2) - [Manager (Tangerine: V2)](https://help.engagedly.com/team-pulse#manager-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/team-pulse#employee-tangerine-v2) - [FAQs](https://help.engagedly.com/team-pulse#faqs) - [Employee Social](https://help.engagedly.com/employee-social#main-content) - [Overview](https://help.engagedly.com/employee-social#overview) - [Admin](https://help.engagedly.com/employee-social#admin) - [Employee](https://help.engagedly.com/employee-social#employee) - [FAQs](https://help.engagedly.com/employee-social#faqs) - [Groups](https://help.engagedly.com/groups#main-content) - [Overview](https://help.engagedly.com/groups#overview) - [Admin](https://help.engagedly.com/groups#admin) - [Employee](https://help.engagedly.com/groups#employee) - [FAQs](https://help.engagedly.com/groups#faqs) - [Surveys](https://help.engagedly.com/surveys#main-content) - [Overview](https://help.engagedly.com/surveys#overview) - [All User Resources (Indigo: V3)](https://help.engagedly.com/surveys#all-user-resources-indigo-v3) - [Admin (Tangerine: V2)](https://help.engagedly.com/surveys#admin-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/surveys#employee-tangerine-v2) - [FAQs](https://help.engagedly.com/surveys#faqs) - [Engagement Survey](https://help.engagedly.com/engagement-survey#main-content) - [Overview](https://help.engagedly.com/engagement-survey#overview) - [Admin (Tangerine: V2)](https://help.engagedly.com/engagement-survey#admin-tangerine-v2) - [Employee (Tangerine: V2)](https://help.engagedly.com/engagement-survey#employee-tangerine-v2) - [FAQs](https://help.engagedly.com/engagement-survey#faqs) - [Rewards](https://help.engagedly.com/rewards#main-content) - [Overview](https://help.engagedly.com/rewards#overview) - [Admin](https://help.engagedly.com/rewards#admin) - [Manager](https://help.engagedly.com/rewards#manager) - [Employee](https://help.engagedly.com/rewards#employee) - [FAQs](https://help.engagedly.com/rewards#faqs) - [Rewards (Indigo)](https://help.engagedly.com/rewards-indigo#main-content) - [Get Started with Rewards](https://help.engagedly.com/rewards-indigo#get-started-with-rewards) - [Understand Gamification](https://help.engagedly.com/rewards-indigo#understand-gamification) - [Configure Reward Settings](https://help.engagedly.com/rewards-indigo#configure-reward-settings) - [Manage Points to Currency and Budgets](https://help.engagedly.com/rewards-indigo#manage-points-to-currency-and-budgets) - [Set Up Points Redemption and Reward Catalog](https://help.engagedly.com/rewards-indigo#set-up-points-redemption-and-reward-catalog) - [Working with Rewards](https://help.engagedly.com/rewards-indigo#working-with-rewards) - [View Rewards Reports](https://help.engagedly.com/rewards-indigo#view-rewards-reports) - [Check-Ins](https://help.engagedly.com/check-ins#main-content) - [Admin](https://help.engagedly.com/check-ins#admin) - [Manager](https://help.engagedly.com/check-ins#manager) - [Employee](https://help.engagedly.com/check-ins#employee) - [FAQs](https://help.engagedly.com/check-ins#faqs) - [Integrations](https://help.engagedly.com/integrations#main-content) - [HRIS Integrations](https://help.engagedly.com/integrations#hris-integrations) - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations#single-sign-on-sso-integrations) - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations#user-provisioning-scim-integrations) - [Communication and Workspace Integrations](https://help.engagedly.com/integrations#communication-and-workspace-integrations) - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations#goal-and-productivity-tool-integrations) - [Learning and LMS Integrations](https://help.engagedly.com/integrations#learning-and-lms-integrations) - [Engagedly Product Suites](https://help.engagedly.com/integrations#engagedly-product-suites) - [FAQs](https://help.engagedly.com/integrations#faqs) - [Talent Profile](https://help.engagedly.com/talent-profile#main-content) - [Admin](https://help.engagedly.com/talent-profile#admin) - [Manager](https://help.engagedly.com/talent-profile#manager) - [Employee](https://help.engagedly.com/talent-profile#employee) - [Skill Assessments](https://help.engagedly.com/skill-assessments#main-content) - [Admin](https://help.engagedly.com/skill-assessments#admin) - [Manager](https://help.engagedly.com/skill-assessments#manager) - [Employee](https://help.engagedly.com/skill-assessments#employee) - [Suggestions](https://help.engagedly.com/suggestions#main-content) - [Overview](https://help.engagedly.com/suggestions#overview) - [Admin](https://help.engagedly.com/suggestions#admin) - [Employee](https://help.engagedly.com/suggestions#employee) - [FAQs](https://help.engagedly.com/suggestions#faqs) - [Notes](https://help.engagedly.com/notes#main-content) - 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