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 six different roles:

1. Super-Admins
2. Admins
3. Users with Admin rights to specific Modules
4. Managers
5. Team Leads
6. "Normal" users
   
   

Super-Administrator ("Super-Admins") - Account owners

This is typically the first user of an account. Additional super-admins can be assigned by navigating to 'Users & Teams' → 'Edit' user → change 'Platform Role'. Super-admins are able to:

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

Administrators ("Admins")

Admin rights can be assigned by Super-Admins. Admins are able to:

• 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/delete existing users
  • Reactivate users
• Manage skills
  • Set, update and delete company skills
  • Set, update and delete team skill
• Manage Levels
  • Create and delete levels 
  • Assign levels to all users
• 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 meetings
  • Access meeting analytics
• Manage the platform setup
  • Manage integrations (e.g., Slack, Personio, BambooHR, ...)

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

Access or Admin rights to specific Modules

Super-admins can grant or limit user or admin access for different modules to individual users, teams or locations. This could be useful for cases like:

• Piloting a new module with a subgroup in the company
• Assigning ownership of the OKR module to the OKR champion in the company
• Limiting platform access to "surveys" or 'reviews' for external users.

Admin rights are specified above. Access right means that a user has "normal" user rights to a specific module. How to assign specific access or admin rights is described in this article. 

Managers

Every user that has at least one direct report automatically becomes a "manager" (of the assigned direct reports). Managers are able to:

• 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.

Team Leads

Team leads can be assigned by (super-) admins by going into 'Users & Teams' and clicking 'Edit' underneath a user's name. Team Leads are able to:

• See the survey analytics for their team.
• Create and update goals for their own team (even if super-admins disable that '"Normal" users can create and update goals for their team')
  
  

'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.