For admins
Set up and run your workspace: people, groups, roles, skills, budgets, reporting and settings.
By Sunil1 author71 articles
Workspace settings and branding
Name, sender name, language, branding and features.
- Change your workspace name
- Change the sender name on HowNow emails
- Set the default language for your workspace
- What is a workspace owner?
- Transfer workspace ownership
- Add or change your logo, favicon and homepage banner
- Set your brand colour
- Turn expert search on or off
- How Guru is activated and how many Gurus your organisation can have
- Which emails Admins get from HowNow
Invite people and manage seats
Bring people into HowNow and keep track of seats.
Manage people
Find, edit, deactivate and offboard people.
- What Active, Invited and Deactivated mean
- Find someone and view their profile
- Edit someone's name, job role or custom fields
- Set or change who someone reports to
- View a person's badges and certificates
- How to export People data as a CSV
- Deactivate or delete: what happens to someone's account
- Deactivate someone's account
- Reactivate a deactivated account
- Delete someone's account permanently
- Offboard someone who is leaving
Roles and permissions
Who can do what, and changing access levels.
Skills library
Create, import and assign skills.
- Create a new skill
- Import skills from a CSV file
- Edit a skill's name or description
- Remove a skill from your workspace
- Export your skills list to CSV
- View a skill's people and job roles
- Assign a skill to people
- Make a skill a Focus Skill for a team member
- Ask someone to rate themselves on a skill
- Review a person's skill as an Admin
- Set or change a person's Target Level for a skill
- Remove a skill from one or more people
Learning budgets
Create budgets, choose owners and groups, and keep track of spend.
- Who can do what with budgets
- How budget cycles and balance resets work
- Which budget options HowNow switches on for you
- Create a learning Budget
- Edit a Budget
- Change the amount per member on a Budget
- Add or remove Groups from a Budget
- Add or change Budget Owners
- Send budget approval emails to finance
- Delete a Budget
- See the change history of a Budget
- Find a Budget and open its details
- See who can use a budget and their remaining balancesOpen the budget's details and select View All Members to see everyone who can spend it, what each person has left and their requests. To add or remove people, change…
- Which Budget and request emails people get
Security and privacy
How HowNow handles your data and access.