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Tutorial · 06 — For admins

Set up your organisation

Add departments, users and roles, and configure the peer types your reviews will use.

3 min read Role · Admin

Step 01

Add your organisation and departments

Everything in Critical 360 is grouped by organisation and, optionally, by department — so you can report on a single team or across the whole body.

critical 360 / admin / organisations
Acme Council · departments
Planning & Regeneration12 people
Adult Social Care28 people
+ Add department

Step 02

Add users and assign roles

Add people and give each the right role. Roles decide what someone can see — from full administration to simply receiving their own report.

critical 360 / admin / users
NameDepartmentRole
Priya Sharma [email protected]Client Admin
Alex Morgan [email protected]PlanningReviewee
Jordan Blake [email protected]Adult Social CareReviewee
+ Add user

Step 03 · 04

Configure peer types, and you’re ready

Peer types are the relationships your reviews use — they’re what powers the peer-group breakdown on every report. Set them once per organisation.

critical 360 / admin / peer types
Peer types · Acme Council
SelfSelf-review
Line ManagerPeer group
ColleaguePeer group
Direct ReportPeer group
That’s the setup done. With your organisation, people and peer types in place, you’re ready to build a questionnaire and launch your first review.