Fullcast Performance Admin Toolkit

Overview

Any Atrium user with Admin access has the ability to update the org chart, change Salesforce mappings, set up integrations, refine Slack and email broadcasts, and edit company details, all from the menu dropdown under their name in the upper-right corner of their Atrium instance. 

This Admin Toolkit contains 1-2 minute videos that walk admins through the common scenarios an admin user will experience in Atrium!

How to Make Changes to your Atrium Org Chart

Let's first check your current org structure and how the hierarchy is visualized. 

• Checking Current Org Chart Structure (1 min)

Now that you know how the hierarchy is organized, where do you go to make changes to the team structure? 

• Where to Make Org Chart Structure Changes (1 min)

Now that you are familiar with where to make team structure changes, do you have questions on what is the appropriate segment and discipline? 

• What is a Discipline and Segment (1 min)

Do you have a new member of the team - whether individual contributor (IC) or a new manager that has joined the team that you need to add into Atrium?

• Add a New Rep or Manager to the Org Chart (1 min)

Has a rep changed teams, has someone been promoted or a team member no longer with the company?

• How to Edit a Rep or Managers: Promotions, Departures, or Manager Changes (2 min)

Do you need to customize your team names or group reps together on teams that have different Atrium segments and disciplines? 

• Edit a Team + Add in Sub Groups (2 min)

• How to Configure Custom Team Groups (2 min)

How to Configure and Distribute Atrium Resources

Do you want to set up an automated Slack or email broadcast of a single metric?

• Distribution Skills - How to Distribute a Card (1 min)