Your team

Team lists everyone you have 1:1s with, as a card for each person showing their role, when their next 1:1 is, how many goals they have and how many are off track, and whether anything needs your attention. What the markers mean

Select anyone to open their page.

A person’s page

Five tabs, all about the same person:

Tab	What’s on it
Overview	Their profile, Mora’s briefing, suggested actions, and their 1:1 history
Mora’s read	Mora’s description of how you two work together
Goals	Their goals, active and closed
Notes	The notes from every 1:1, starred ones first
Role Check	The job as written, compared against what your 1:1s cover

The toolbar above the tabs belongs to the person rather than the tab, so the next 1:1, Schedule 1:1, and the ⋯ menu appear on all five.

Add someone

Go to Team and select Add member. You’ll be asked for:

Field	Notes
Name	Required
Work email	Where their check-in link and calendar invite are sent
Job title	Optional
Relationship	New to you, or Established. Mora uses this to pitch its suggestions
Frequency, length, first 1:1	Sets up their recurring 1:1 in the same step

You can add someone now and set up their recurring 1:1 later. Their card will read No 1:1 scheduled until they have one.

Edit someone

On the Overview tab, select Edit on the Profile card. You can change their name, job title, email, team, timezone, working hours, and start date.

Their timezone and working hours matter, because Mora schedules 1:1s inside hours that work for both of you.

Assign a role

The Profile card has a Role row. Assigning a role tells Mora what the job involves, which improves its agenda suggestions and enables Role Check for this person.

A role is a document you write once and assign to everyone who holds that job. About roles

Pin someone

Use ⋯ then Pin to sidebar. Pinned people appear in the navigation for one-click access, and show a dot when they need something.

The ⋯ menu

Option	What it does
Schedule a one-off	A single meeting outside the recurring schedule
Pin / Unpin from sidebar	Adds or removes them from the navigation
Set up cadence / Edit cadence	Their recurring 1:1
Offboard	See below

Schedule 1:1 sits outside the menu as its own button.

Offboard someone

When someone leaves your team, use Offboard. This:

• ends their recurring 1:1 and removes the recurring calendar event
• deletes their upcoming scheduled 1:1s
• keeps your 1:1 history, notes, and goals

Their page stays available and shows a Former teammate banner. If they return, or you offboarded the wrong person, Bring back to team undoes it.

Offboarding starts a 90-day clock

Ninety days after offboarding, the person’s name and email are removed from your history automatically, and Mora’s read on them is deleted. Your 1:1 records, notes, and goals stay.

They never had an account and never agreed to us holding their details indefinitely. If you might bring someone back, do it within 90 days.

Deleting versus offboarding

There’s no option to delete a person. Offboarding is the intended route, and the 90-day removal above handles their data.

If you need someone’s data removed sooner, email privacy@meetmora.io.