Set Up Your Account
Before you begin using Dual Dash, take a few minutes to complete your My Account profile.
This helps your teammates understand how you work best and ensures the system reflects your role accurately.
Your profile also helps power features like meetings, communication tools, and surveys.
Most people finish this in just a few minutes.
Accessing My Account
To update your profile:
- Open My Account
- Review each section
- Add or update your information
- Save your changes
You can return to this page anytime to update your details.
What You Can Add
Your account may include several sections depending on your organization’s settings.
These commonly include:
Profile Information
Basic information that helps identify you within the organization.
Examples include:
• Name
• Profile photo
• Contact information
• Role or title
Personal Details
Add your name, photo, and preferred name. This shows up in 1:1s, recognition, and team views.
Skills and Certifications
You can add professional skills, certifications, or areas of expertise.
This helps leaders understand where strengths exist across the team and may support development opportunities in Growth Plans.
Communication Tools
Some organizations include communication and personality tools that help teammates understand how to collaborate effectively.
This information can appear in meetings to support better conversations and teamwork.
Private Information (Optional)
Your account may include a Private Information section.
Completing this section is completely voluntary.
This information is only used for anonymous survey insights to help organizations understand trends across groups.
Important:
• No personally identifiable information is shared
• Minimum group reporting thresholds protect confidentiality
• Individual responses cannot be traced back to you
• No one in your organization can access this information
This allows organizations to learn from employee feedback while protecting privacy.
Company Information
Confirm your role, department, and employment details. This connects you to the right scorecards, goals, and workflows.
Preferences
Set your language, time zone, and experience settings so deadlines, meetings, and notifications line up with your day.
Security
Update your password and review active devices to keep your account secure.
Notifications
Choose how and when you’re notified about action items, goals, scorecards, and meetings.
Your Dashboard
Once your account is set up, you can also customize your Dashboard.
The dashboard is your personal view of the platform.
You can add widgets that help you quickly see:
• KPIs
• Work Plans
• Meetings
• Updates from your team
Think of it as your daily workspace inside Dual Dash.
What to Do Next
Once your account is set up, you’re ready to begin using the platform.
Next, we recommend reading:
What Is Dual Dash?
Learn how the system helps teams turn performance into action.
How Performance Flows in Dual Dash
Understand how Scorecards, Meetings, and Work Plans connect.
Employees — Your First Day
Follow a simple path to begin using the system with your team.
