How does our business deploy?

In this article, we will look at the steps that go into a successful deployment of Ethical Angel within your organisation.

Your Profile

Once you have given us your 'Statement of Work Questionnaire' we will invite you as the administrator onto Ethical Angel.

You will receive an email from team@ethicalangel.com with a link saying, 'GET STARTED', which will allow you to set your password and log into Ethical Angel for the first time. 

The first page you will see is the 'Update My Profile', which you can complete as below:

profile

 

Organisation Profile

The organisation profile is what we use for billing. So please ensure the details are up to date and that you have the right number of licences for your organisation.

Org profile

Inviting Members

Great, your account is ready to start inviting members 'Angels'. There are a number of ways that you can do this, we recommend a cascade approach, where you invite managers and team leaders on first. In turn, these team leaders will invite those that report into them. This makes reporting much more accurate and makes it easier for managers and team leaders to assign projects.

To invite members, have a look at this video:

Inviting members

Creating a Team

Teams are a unique feature of Ethical Angel, anyone can create a team, whether for existing 'Angels', more of your colleagues or external parties. This makes Ethical Angel a fantastic tool for collaboration, networking and team management. 

Create a team

Managing Your Team

Once you have created a team you can assign projects to them, review which skills your team members are developing and the ratings they are getting from Causes, change the name and who the parent team is and, as an administrator, you can change who the team leader is.

Team management

Team Hierarchies

As an administrator, you can easily organise all teams to reflect your organisation by dragging and dropping them into the right place. When you go to your reporting, you will see the activity for each team and all of their child teams (those that report into that team). Any teams that do not have a parent, will be stored under 'uncategorised'.

Team drag and drop

If you need any more support, please contact: team@ethicalangel.com