A walk through every corner of the app — launching a survey, reading the report it produces, and running the credits, team and billing behind it. Screenshots are pulled straight from the live product.
The short version of what Org360 is, and how you get in.
Org360 runs 360°-style feedback and employee-engagement surveys, then turns the raw answers into an AI-written report: an overall “archetype” for the team, domain-by-domain scores, a self-vs-others radar chart, strengths, opportunities, and a six-month development plan — no spreadsheet wrangling required.
Everything in the app is organized around three things: surveys you launch, reports those surveys produce, and credits that pay for each launch.
Email and password, or continue with Google / Microsoft. Two-factor authentication is available but off by default — a banner reminds you to turn it on until you do (see Password & 2FA).
Home base after login. Three tabs — Surveys, Insights, Credits — cover everything you own.
Every survey you've touched, filterable by AllOpen DraftsClosed — each chip shows a live count. Each card carries its status, category, confidentiality level, and a running tally of participants, responses received, and last response time, with a progress bar underneath.
Open cards get three quick actions — Remind pending, QR invite, and Open report — plus a ⋯ menu for the rest. Draft cards trade those for Continue editing and Delete, since nothing has gone out yet.
A workspace-wide rollup: active and completed surveys, average completion rate, when a survey was last sent and last answered, plus lifetime totals for participants invited, responses received, and reports unlocked.
Your credit pool, current plan tier, how many surveys are left this billing period, and shortcuts to change plan or top up. One credit launches one survey.
Two paths in: pick a ready-made survey, or build one from a question bank.
+ Launch a survey on the dashboard opens a panel split into categories — Employee Engagement, Leadership 360, Community Surveys, Performance. Inside each, ready-made surveys are one click away with Select this; the Build your own column lets you start from a full question bank and configure every section yourself.
A question bank (e.g. Org360 Leadership 360 — 32 competencies, 96 questions, 8 role presets) can be browsed question-by-question, searched, or narrowed instantly with a role preset like Manager or Founder. Picking a preset auto-selects a curated set of scored questions; every survey also gets an eNPS question and two open-text questions added automatically.
Nothing fits? Deselect or add questions freely, or drop a suggestion into “Missing something?” — it's reviewed within one business day. A sticky bar keeps the running total in view.
Create Survey asks for one thing — a title — then drops the questions into a draft. Nothing is sent yet; recipients and sending happen as a separate, later step.
Every draft opens into a two-step flow — ① Review and edit questions, then ② Add recipients and send. Step one groups questions by competency, lets you tweak wording per question, and edits in English auto-translate into the survey's other languages (EN / FR / PT seen here). Rating and multiple-choice question types stay fixed; open-text prompts are freely editable.
Once a survey is live, there are two ways in for participants.
QR invite on any open survey generates a scannable code and a matching link. Anyone who scans it enters their email and is enrolled automatically — no pre-built recipient list required. It can be downloaded as a PNG, printed (survey name included, ready to hang), or shared natively.
Remind pending nudges everyone who hasn't answered yet (it greys out once nobody's left to remind). Progress lives right on the dashboard card — participants, responses received, and last response time update as answers come in. See Surveys tab.
Once enough responses are in, Open report unlocks a five-tab AI-written writeup.
Every report opens with a short, evocative “leadership archetype” — three words that frame the whole result (this sample reads Depleted · Diligent · Time-Starved) — a one-line explanation, domain score tiles, and a written narrative underneath. The confidentiality level chosen at launch (Standard or Highest) is shown right on the summary.
Every domain broken into a Self-vs-Raters bar comparison, plus a radar chart plotting both across the whole model at once — the fastest way to spot where self-perception and team perception pull apart.
Numbered, evidence-backed calls for what's already working and worth protecting.
The same format turned toward risk — ranked, with the evidence that puts each one on the list.
“Three Priorities for the Next 6 Months” — a small timeline, each entry tagged by urgency (HIGH and below) with a concrete, try-this-week suggestion attached.
The Share menu at the top of any report gives you a copyable public link and a one-click PDF download — no need to screen-share the tab.
Credits and surveys can live with a person, or be shared across a whole workspace.
Workspaces are a paid feature — Essentials or Pro only. Anyone on a plan that includes it and who doesn't already own one sees a Create your workspace card from Invite to Team: a name field, and an optional slider to move some of your personal credits in on day one (you can always move more later). On a plan without workspace access, that same spot shows an upgrade prompt instead.
Owning a workspace and belonging to someone else's aren't mutually exclusive — a member of another team can still spin up their own if their plan allows it.
A workspace has its own credit pool, separate from anyone's personal balance — anyone in it can launch surveys against the shared pool. The owner can move credits either way, Personal → Workspace or Workspace → Personal, by picking a direction, entering an amount, and hitting Transfer.
Deleting a workspace (owner-only, from the bottom of the same page) removes it and every member's access immediately — it can't be undone.
The Owen ▾-style profile menu (top right, any logged-in page) lists every workspace you own or belong to alongside your personal account — each row shows its credit balance and your role there. Picking one is how you move between “my stuff” and “the team's stuff.”
Selecting a workspace asks for a quick confirmation, since it changes what the whole dashboard shows.
Team Mode swaps in a teal TEAM MODE banner, the workspace's name and credit count replace your personal ones top-right, and a fourth dashboard tab — Team — appears next to Surveys, Insights and Credits.
The Team tab (Team Mode only) breaks the shared pool down by person — who's in the workspace, their role, how many credits they've used, and which surveys they personally launched against it. Survey results themselves stay private to whoever created them unless that person shares the report.
The Credits tab changes shape too, in Team Mode: it leads with the workspace credit pool instead of a personal one, though the plan details underneath are the same.
Add teammates one address at a time, or paste a whole batch separated by commas, semicolons, or whitespace. Anyone invited gets access to team activity and can spend the shared credit pool.
Reached from the profile menu, top right — five tabs down the left side.
Full name, organization, and two separately-editable email addresses — a login email and a business email — each with its own Edit link.
Two-factor authentication is off by default and one click to turn on. Until it's enabled, a small amber reminder follows you around the account and login screens.
Every credit you've ever held, individually — a code, whether it's used, and exactly when. Buy more, or bulk-share a batch with someone else, from the same screen.
The dashboard's Credits tab has its own collapsed Activity history — “View more” expands it into every purchase, credit grant, transfer, and usage event in order, each with an invoice link where one applies.
Three tiers, billed monthly or annually, plus one-off credits that work alongside any of them.
Need one more survey without changing plan? A Single Survey credit is $49; a Top-up pack adds four for $69 — neither requires a subscription.
Terms you'll see all over the app.