Setting up a team account

Import Users via CSV

For roles such as Super Manager/Coach/Teacher and System Administrator in organizations, they can import users in bulk to their organization’s Lifetick account. For Super Managers, click ‘All users’ under the Super manager Section. For System Administrators, click ‘Users’ under the System admin section. Then select ‘Import users.’ Make sure to download the given CSV template […]

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Add payment details for our organisation account

All organisations receive a full 14 day trial. During the trial, all functionality is available and you can choose whatever size plan you require and change the plan during the trial. At any time before the trial you can enter your payment details. Only users with System Administrator roles can add payment details. Note: This […]

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Check the monthly billing amount for our organisation

Pricing for organisations is automatically calculated based on the number of users at the time of monthly billing. Account owners can add and remove users whenever they choose. However, they will only be charged based on the number of users on the actual billing date. Go to ‘Settings’ and the ‘Billing’ tab. You can view […]

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Display our logo in Lifetick emails to users

For organisations, you can include your logo in the automated emails that go to your users when they are added to your organisation. Go to ‘Settings’ and the ‘Branding’ tab. Check the ‘Show our logo in emails’ box as shown below. Click ‘Select image’ to upload an image. This can be the same as your […]

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Display a custom message in the welcome email for new users in our organisation

Lifetick generates automated emails for new users added to organisation accounts. However, these can be customised to provide additional content relevant to the organisation itself and the new users. Go to ‘Settings’ and the ‘Branding’ tab. Check the ‘Display a custom message…’ box as shown below. Enter your custom message in the box provided and […]

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Show our logo in our organisation account

You can display your own logo inside your Lifetick organisation account. It will appear on the top left of each page. All users will see this when logged in to Lifetick. This is included as part of the functionality to Provide my users with a custom login screen with my logo. Please visit this article […]

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Provide our users with a custom login screen with our logo

As an organisation, you may wish to further personalise the experience for your people. This can be done in several ways, including configuring the terminilogy and core values for your organisation. You can also provide your own login screen with your logo to users and show that logo in your organisation account. This article will […]

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Redirect users to our website after they log out

When you have an organisation account for Lifetick, you can redirect users to a different url when they log out. This might be to your organisation’s intranet or a webpage designed specifically for clients. It may also be your own custom Lifetick login page. Go to ‘Settings’ and the ‘Branding’ tab. Check the redirect box […]

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Configure terminology

Lifetick allows organisations to configure different names for coaches and clients. This means for businesses you can use names like managers (for coaches) and employees (for clients) for schools you can use teachers and students and for families you can use parents and children. There are several other options available for each of these entities. […]

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Configure core values for your organisation

A key component of Lifetick is the ability for individuals and organisations to set Core Values. These ensure every goal that is created, is aligned to its higher purpose. There are three ways organisations can implement Core Values for their people: Leverage the default set of core values Allow users to create their own core […]

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