User management resources

The resources in this article are organized into the following topics:

• Creating and updating users
• Managing attributes and segments
• User permissions 
• Login and preferences
• Advice & troubleshooting

Creating and updating users

• Introduction to employee configuration

• Viewing and searching for employees records

• Adding a new employee manually

• Adding new employees with a data import (CSV or XLSX)

• Updating an employee record

• Updating employee and segment data with a retroactive effect

• Adding a new system administrator

• Adding a new manager

• Setting the employee time zone via Excel

• Setting the employee language via Excel

• Removing an employee from Peakon

• Reinstating an employee who has left

• Managing users that are on extended leave
• Understanding when user and segment changes take place

Automated employee provisioning

• User provisioning integration guide
• Set up Peakon's Workday integration
• Set up Peakon’s Hibob integration
• Set up Peakon's BambooHR integration
• Set up Peakon's Personio integration
• Set up Peakon's Sapling integration
• Set up user provisioning with Azure AD
• Set up user provisioning with Okta

Managing attributes and segments

• Introduction to attributes and segments

• Configuration of attributes and segments

• Restricting access to attributes and segments

• About attribute hierarchies and how they work
• Configuring attribute hierarchies

• Combining segments for special reporting

• Using combination attributes for additional access
• Manually adding the separation attributes

User permissions

• About access control groups and how they work

• All access control permissions explained

• Adding and removing users from access control groups

• Adding or removing users on segment managed access control groups

• Enabling the personal dashboard for your company

• Allowing and restricting access to different question sets

• Granting access to manager usage metrics

• Enabling conversations & comments acknowledgments

• Giving access to segment data by adding segment managers