Role defaults

  • Choose whether new managers receive review templates, goals, or OKR coaching assignments automatically.
  • Default notification preferences keep reminders consistent for new hires.
  • Set probationary access so new users start with limited actions until approved.

Invitation controls

  • Limit who can invite users (admins only, managers, or HR partners).
  • Require multi-factor validation before users accept invites for sensitive teams.
  • Set custom invite copy per department for clarity.

Lifecycles & status

  • Automate status changes (active, limited, inactive) based on HR events.
  • Trigger reviews when employees switch teams or roles to keep calibration data fresh.
  • Archive inactive accounts after a configurable window to minimize licensing costs.

Integration signals

  • Notify admins when a critical user loses Slack or SSO access, so you can re-provision fast.
  • Enable logs that show when API keys are rotated for a user.
  • Use email templates tied to integration status updates (GitHub token expired, Jira board changes).