This guide provides a step-by-step guide for leaders and admins to configure your Hoogly workspace, manage users, and launch your first Pulse.

1. Workspace Setup

The Workspace Setup screen is where you configure your company’s details and provide Venn with important context about your organisation.

Company Info

Set your company name, location, and the minimum response threshold. This threshold is the minimum number of responses required before team-level results are displayed, which is a key feature to protect the anonymity of your team members.

Upload Company Documents

You can upload key documents like your employee handbook, Employee Assistance Program (EAP) details, and other policies (supported formats: PDF and Word).

Providing these documents gives Venn context about your company, allowing it to provide accurate answers when employees ask questions about policies or support services.

2. User Management

From the User Management tab, you can invite new team members and manage their permissions.

Inviting Team Members

There are two ways to invite your team to Hoogly:

• Copy invite link: Share a direct link with your team to let them sign up.
• Invite by email: Send individual or bulk email invitations from the dashboard.

User Permissions

Hoogly has two levels of permissions:

• Super Admins: Have access to all workspace settings, including billing, user management, and all team results.
• Team Leads: Can view the anonymised results for their specific teams, but cannot access workspace-level settings.

3. Connect to Slack or Microsoft Teams

Integrate Hoogly with your existing communication tools to streamline notifications and reminders for your team’s check-ins.

See the full Connect to Slack and Microsoft Teams guide for more details.

4. Launch a Pulse

Once your workspace is configured and your team is invited, you are ready to launch your first Pulse.

See the full Launching a Pulse guide for more details.