Managing user permissions and access rights

Our platform uses a detailed user right management approach, allowing you to control who can see and do certain things on the platform.

We distinguish between five different roles:

Super-Administrator (Account owners)

This is typically the first user of an account, though you can change/assign additional super-administrator rights via a support request to [e-mail]. "Super-Admins" can 

• Assign the administrator status to other users 
• Enable optional permissions, such as
  • full access to all assessments for administrators
  • full access to all managed goals for administrators
  • cascading (indirect report) access toassessments and managed goals for managers
  • cycle setup rights for managers
  • survey setup rights for managers
  • team-specific access rights
• Super-admins also have all the rights of administrators (see below)
• No visibility of review results for admins would also include super-admins

Administrators ("Admins")

Admin rights can be assigned by Super-Admins or other Admins. Admins can

• Assign admin rights to other users
• Manage teams
  • Create new teams 
  • Designate team leads
  • View all team reports on the "Analytics" tab
• Manage users
  • Invite new users and re-send invites
  • Assign direct reports and team memberships to all users
  • Deactivate existing users
  • Reactivate users
• Manage skills
  • Set, update and delete company skills
  • Set, update and delete team skills
• Manage 360° and performance assessments
  • Set up new cycles 
  • Manage the default scale for assessments
  • Optionally access all assessments (even if they're not owning the cycle)
• Manage goals
  • Manage goal tags
  • Optionally access all managed goals (even if they're not managing the goal)
• Manage surveys
  • Set up surveys
• Manage the platform setup
  • Manage integrations (e.g., Slack, Personio, BambooHR, ...)
  • Activate or deactivate feature modules

Importantly, admins cannot view private continuous feedback messages received by other users. 

Access or Admin rights to specific Modules

Leapsome Admins can grant or limit user or admin access for different modules to individual teams or users. This could useful for cases like (i) Piloting a new module with a subgroup in the company, (ii) Assigning ownership of the OKR module to the OKR champion in the company (iii) Limiting platform access to "surveys" or "reviews" for external users.

Admin rights are specified above. Access right means that a user has normal user right to a specific module. 

To give a user specific access or admin rights, just navigate to the 'User & Team' list and click on edit next to the users. Team access can be edit under 'Manage Teams'.

Managers

Every users that has at least one direct report automatically becomes a "manager" (of the assigned direct reports). Managers can

• Manage goals
  • Manage goals of their direct reports
  • View goals of indirect reports (if the setting is enabled by super-admins)
• Manage performance assessments
  • Write assessments for their direct reports
  • View assessments of their direct reports
  • View assessments of their indirect reports (if enabled by super-admins)
  • Set up new cycles (if enabled by super-admins)
• Access analytics
  • View aggregated instant feedback & meeting analytics for their direct reports 
  • View instant feedback & meeting analytics for indirect reports (if enabled by super-admins)
• Manage surveys
  • Create new surveys (if enabled by super-admins)

Importantly, managers cannot view private feedback messages received by their direct reports.

Mentors

Every user can assign mentoring rights to other users in their profile settings. Mentors can view all instant feedback (not assessment cycle feedback) received by a certain user, regardless whether it is private or public. Mentoring rights can be updated or removed at any time.

"Normal" users

All other users have no specific user rights. By default, they are the only ones that can see private feedback directed at them.