Help & Documentation

Everything you need to set up your workspace, understand your team, and manage performance.

Getting Started

New to Nodo? Follow these steps to get your workspace set up. The whole process takes about two minutes.

1

Sign up with Google or Microsoft

Go to nodohq.com and click 'Get started'. Sign in with your Google Workspace or Microsoft 365 account — there's no separate password to create.

2

Name your workspace

Enter your company name. This creates your workspace — the shared space where your team's data will live.

3

Import your team

Paste your team list from a spreadsheet — names, emails, and titles. You can also add people one by one from Settings → Members.

4

Build your org chart

Drag people into the right positions to set up reporting lines. Nodo tries to detect your hierarchy automatically — you just need to review and adjust.

5

Explore your workspace

You're in! Your 14-day trial starts with full access to everything. Start with your org chart under People, then try launching your first pulse survey under Signal.

Tip: Your spreadsheet should include columns for Name, Email, Title, and optionally Manager Email. See how to export your team list →

People & Org Charts

How to set up your org chart

After importing your team, go to People in the top nav. Your org chart is built from your imported team data. Here's how to fine-tune it:

Drag to reorganize

Click and drag any person card to move them under a different manager.

Switch views

Use chart view for visual hierarchy, or list view to search and filter quickly.

Share with your team

Click 'Share' to generate a public link. Great for onboarding new hires.

Create teams

Go to Teams to group people across reporting lines — for squads, projects, or committees.

Finding people

Use the directory view to search for anyone by name, job title, or department. Click on a person to see their full profile — including their manager, direct reports, and contact details.

Embedding your org chart

You can embed a live, always-up-to-date org chart in Notion, Confluence, or any tool that supports iframes. Here's how:

1

Enable public sharing

Open the org chart, click the Share button in the toolbar, and toggle on Public Sharing.

2

Copy the live embed link

Copy the 'Live embed' URL from the sharing dialog. This link always shows the latest version of your chart.

3

Paste in your tool

In Notion, type /embed and paste the link. In Confluence, use the iframe macro. The chart auto-updates whenever you make changes — no need to re-embed.

Note: An image link is also available in the sharing dialog for tools that only support static images (Google Docs, PowerPoint, email). Unlike the live embed, the image is a snapshot and won't update automatically when you make changes.

Signal & Pulse

How to launch your first pulse survey

Go to Signal → Pulse in the top nav. Pulse surveys are short, recurring check-ins sent to your team. Ratings are always anonymous — for written feedback, employees can choose to share their name.

eNPS tracking

See how likely your team is to recommend your company as a place to work.

Anonymous by default

Ratings are always anonymous. For written feedback, employees can opt in to share their name.

Set a schedule

Choose weekly, biweekly, or monthly. Nodo sends reminders automatically.

Add custom questions

Go to Signal → Questions to create your own surveys with open-ended or rating-scale formats.

Reading your results

After your first pulse completes, check Signal → Pulse for results. Nodo shows trends over time so you can spot changes across teams and departments. Look for drops in specific categories — that's where to focus your attention.

Custom surveys

Go to Signal → Questions to create custom surveys with rating, text, or multiple-choice questions. Use templates to get started quickly, or build your own from scratch. You can target specific teams or individuals, preview what respondents will see, and export results as PDF once the survey closes.

Team Board

How to use the Team Board

Go to Signal → Team Board. The Team Board is a space for your team to share wins, learnings, improvements, and appreciations. You can post with your name or anonymously — it's your choice each time.

Wins

Celebrate team successes and milestones worth highlighting.

Learnings

Share lessons learned from recent projects or experiments.

Improvements

Flag areas where the team can do better — constructive, and anonymous if you choose.

Appreciations

Recognize teammates for going above and beyond.

Tracking & discussing posts

Each post moves through statuses: New → Acknowledged → Discussed → Resolved. Team members can vote on posts, add emoji reactions, and leave responses. Use the “Flag for meeting” option to queue items for your next team discussion.

Performance

Grow plan

How to set goals

Go to Performance → Goals. Click "New goal" to create one for yourself or someone on your team. Each goal has an owner, timeline, and progress tracker. Add milestones to break it into smaller steps.

Tip: Break large goals into 2–4 milestones. This gives you natural check-in points and makes progress visible to the whole team.

How to run a review cycle

Go to Performance → Reviews and click "New cycle". Pick a template or start from scratch, add questions, select participants, and set a deadline.

Templates

Save and reuse question sets. Edit templates anytime from the template picker.

Self-reviews

Enable self-assessment with the same or different questions from the reviewer set.

Preview

See exactly what reviewers and subjects will see before launching.

Export results

Download review results as PDF — per subject or for the full cycle.

How to send a shoutout

Go to Performance → Shoutouts and click "Send Shoutout". Choose one or more recipients, write your message, pick a category, and optionally add a GIF. Your shoutout appears in a stories-style feed visible to the whole team.

Nodo World

Your team's living planet

Every workspace in Nodo has its own 3D planet that reflects your team's culture and activity. The more engaged your team is — giving shoutouts, completing reviews, responding to pulse surveys — the more alive your planet becomes. An admin can enable it from Settings, after which World appears in the top nav for everyone.

Planet vitality

The vitality bar shows your planet's health (0–100%). It's driven by recognition (40%), pulse participation (35%), and performance activity (25%).

Earn XP

You earn XP by being active: giving shoutouts (5 XP), responding to pulse (10 XP), completing reviews (15 XP), and updating goals (10 XP).

Grow your garden

Spend XP to plant flowers, bushes, trees, or crystals near your Nodo character. Your personal garden grows as you stay engaged.

Build collective wonders

Pool XP with teammates to unlock shared landmarks like a Town Center, monuments, or other surprises visible to the whole team.

Nodo characters

Each person in your workspace is represented by a Nodo character on the planet surface. You can choose which character represents you using the Customizer in the World view. Click on any character to see their profile and personal garden.

Tip: New to the World? Look for the guided tour that appears on your first visit. You can reopen it any time from the help icon in the World view.

How vitality changes your planet

Your planet visually responds to the team's overall vitality score. Here's what each range looks like:

Thriving (80–100%)

Lush flora, bright skies, birds in flight, and a glowing energy grid connecting everyone.

🌿
Healthy (50–79%)

Steady vegetation, clear weather, and visible activity across the surface.

🍂
Wilting (25–49%)

Flora begins to shrink, clouds gather, and the planet feels quieter.

💤
Dormant (0–24%)

Minimal vegetation, dark skies, no wildlife. Time to rally the team!

Share your planet

You can generate a public link to share a read-only view of your planet with anyone — perfect for showing off your team's culture on social media or in presentations. The shared planet updates in real time as your team's activity changes.

Notifications & Export

Staying up to date

Nodo keeps you informed through the notification bell in the top navigation bar. You'll see alerts for new surveys, pulse check-ins, review assignments, and shoutouts.

Email notifications are sent automatically when you're assigned a new survey or review. Admins can configure automatic reminders for review cycles to go out a set number of weeks before the deadline.

Exporting data

You can export data from multiple places in Nodo. Survey results and review cycle results can be downloaded as PDF reports from their respective detail pages. Your org chart can be exported as an image using the export button on the People page.

Settings

How to manage your workspace

Click your avatar in the top-right corner and select Settings (admin only). From here you can rename your workspace, manage members, and handle billing.

How to add or remove members

Go to Settings → Members. You can import a spreadsheet or add people individually. Remove someone by clicking the menu next to their name. Each person has one of three roles:

Admin

Full access — workspace settings, billing, members, and all features.

Manager

Can view their direct reports' pulse data, manage goals, and run reviews.

User

Can respond to surveys, view the org chart, set personal goals, and send shoutouts.

Roles & Permissions

How roles work in nodo

Every person in your workspace has one of three roles: Admin, Manager, or User. Admin is set manually in Settings. Manager status is determined automatically based on your org chart — anyone with at least one direct report is a manager.

Admin

Set manually by the workspace owner. Has full control over the workspace, including settings, billing, and all data.

Manager

Automatic — anyone with direct reports in the org chart. Can create surveys and reviews, and see their team's data.

User

The default role. Can respond to surveys, set personal goals, view the org chart, and send shoutouts.

Note: You don't need to manually assign the manager role. When someone has direct reports in your org chart, Nodo automatically grants them manager-level access.

What each role can do

People

AdminManagerUser
View org chart
Edit own profile
Edit team member profiles
Edit any profile

Signal

AdminManagerUser
Create surveys
Manage any survey
Manage own surveys
Respond to surveys
View pulse dashboard

Performance

AdminManagerUser
Create review cycles
Request personal 360 feedback
View all review results
View team review results
Set personal goals
Set goals for team members
View all goals
Send shoutouts

Workspace

AdminManagerUser
Manage workspace settings
Manage billing & subscription
Add or remove members
Export data

Data visibility by role

Beyond what actions each role can take, roles also determine what data you can see. Here's a summary of who sees what:

Admins see everything

All pulse results, survey responses, review outcomes, goals, and shoutouts across the entire workspace. Admins also retain access when a subscription expires, so they can manage billing.

Managers see their team

Pulse results, goals, review outcomes, and shoutouts for their direct reports and everyone in their reporting chain. Managers only see surveys and review cycles they created themselves.

Users see their own data

Their own goals, shoutouts they sent or received, and review results shared with them. Users can view the org chart and post on the Team Board, but cannot access the pulse dashboard or manage resources for others.

How manager status works

Manager is not a role you assign — it's detected automatically. When someone in your org chart has at least one active direct report, Nodo gives them manager-level access. This means:

  • Add a direct report to someone's branch in the org chart, and they become a manager.
  • Remove or offboard all their reports, and they go back to being a regular user.
  • Their “team” includes everyone in their reporting chain — not just direct reports, but reports of reports too.
Tip: If an admin also has direct reports, they get both admin and manager capabilities — full workspace control plus a team-specific view of their reports' data.

Subscription & Billing

Plans & pricing

Listen

€2.50/user/month monthly

€2/user/month annual (€24/user/year)

Org charts, pulse surveys, and Team Board.

Grow

€5/user/month monthly

€4/user/month annual (€48/user/year)

Everything in Listen plus goals, reviews, and shoutouts.

All prices excl. VAT.

How billing works

14-day free trial — Every workspace starts with full Grow access for 14 days. No credit card needed. When the trial ends, pick the plan that fits.

Annual saves 20% — Pay annually to get over 2 months free. You can switch between monthly and annual billing at any time from Settings.

Switching plans — Upgrade from Listen to Grow anytime for immediate access to performance tools. Downgrade from Grow to Listen and your goals, reviews, and shoutouts become read-only until you upgrade again.

Frequently Asked Questions

Still have questions?

We're here to help. Reach out anytime.

Contact us