Guide

Roles & account setup

dwrwb has two separate sides. The HR side is where you build the company, write the jobs, set pay and run reviews. The employee portal is a separate sign-in where your team and their managers take part in their own reviews. Everything they fill in comes straight back to your Evaluations page.

The four roles

Administrator

The person who looks after the whole account — usually the business owner or the IT lead.

How to give it: An existing administrator opens Admin from the Dashboard and switches on the Admin toggle next to the person's name.

Can

See every account, change anyone's plan and close accounts
Approve or reject requests to delete a company or a job
Grant or remove administrator access for others

Cannot

Approve a deletion they requested themselves — a second administrator must do that

HR / Owner (main account)

Whoever runs hiring and pay for the company. This is the account created at sign-up.

How to give it: Created by signing up at the sign-up page. Every new account starts here.

Can

Create the company and write the jobs on Unique Jobs
Build the team on Workforce, set reporting lines and salaries
Start evaluation cycles and set annual increases in Merit Pools
Invite people to the employee portal

Cannot

See other companies' data
Delete a company or a job on their own once a second administrator exists

Manager

Anyone listed as another person's reporting line.

How to give it: Set the person as someone's Reporting line on Workforce, then invite them to the portal.

Can

See the people reporting to them and start their reviews
Edit and agree the objectives and percentages
Give the final rating and written response
Sign off a review

Cannot

Open any HR page — managers only ever see the portal

Employee

Everyone else on the team who takes part in reviews.

How to give it: Add the person on Workforce with a work email, then press Invite to portal. They set a password from the email link.

Can

Write their objectives and percentages (must total 100%) and agree them
Rate themselves 1–5 when the review period arrives
Sign off their finished review

Cannot

See salaries, other people's reviews, or any HR page

Set-up in order

1
Create the main account
Sign up with a work email. This account owns the company and everything in it.
2
Add a second administrator
Open Admin from the Dashboard and switch on Admin for one trusted colleague. Two administrators are needed so deletions can be double-checked — with only one, deletions happen immediately.
3
Set up the company and jobs
Create the company, then write and finalise the jobs on Unique Jobs. Each job gets a weight and a suggested daily rate.
4
Build the team
On Workforce, add each person, link them to a job, give them a work email and choose their reporting line from the list of registered people. Salaries are only visible here.
5
Invite managers first
Press Invite to portal next to each manager. They set a password from the email and can then start reviews for their team.
6
Invite everyone else
Invite the rest of the team the same way. They sign in at the portal address, which is separate from the HR sign-in page.
7
Run the review cycle
Employees write their objectives, managers edit and both agree. At review time the employee rates themselves, the manager gives the final rating, then everyone signs off.
8
Set the increases
In Merit Pools at the bottom of Evaluations, create a cycle, set the budget percentage and share it out by score.

Who can do what, at a glance

Action	Admin	HR / Owner	Manager	Employee
Create companies and jobs	—	Yes	No	No
See and edit salaries	—	Yes	No	No
Invite people to the portal	—	Yes	No	No
Start a review	—	Yes	For their team	No
Write objectives	—	Yes	Can edit	Yes
Give the final rating	—	—	Yes	No
Rate themselves	—	—	Yes	Yes
Set annual increases	—	Yes	No	No
Approve a deletion	Yes	No	No	No
Change someone's plan	Yes	No	No	No

Good habits

Keep at least two administrators. Deleting a company or a job then needs a second person to agree, so nothing important disappears by accident.
Use each person's real work email. Invites, password links and review notices all go there.
Always pick reporting lines from the list. Typed-in names are rejected, because a review needs a real person to sign it off.
Ask people to open their invite link in a private window if they share a computer, so the password is saved to the right account.
Review who has administrator access every few months.

Common questions

Someone was invited but never received the email.: Check the address saved on Workforce, then press Resend invite. Ask them to look in their junk folder — new sending addresses often land there for the first few weeks.
A manager cannot see their team.: The people must have that manager set as their reporting line on Workforce, chosen from the list rather than typed in.
A review shows no options at all.: That person has no reporting line yet. Set one on Workforce and the review opens up.
A deletion is not happening.: It is waiting for a second administrator. They will find it under Pending deletions at the top of the Admin page.
Someone signed in and saw the wrong account.: They were already signed in on that browser. Sign out first, or open the invite link in a private window.

Roles & account setup

The four roles

Administrator

HR / Owner (main account)

Manager

Employee

Set-up in order

Create the main account

Add a second administrator

Set up the company and jobs

Build the team

Invite managers first

Invite everyone else

Run the review cycle

Set the increases

Who can do what, at a glance

Good habits

Common questions