You can manage your users permissions through the platform's Users section.

To invite a new user, click on the "+" button. You will be directed to a new page where you can start customizing user permissions. There are 3 types of custom permissions you can give a user access to: Global Permissions, Action Planning Permissions, and Survey Type Permissions.

Company Permissions

Company permissions are typically only applied to key administrative accounts. There are three settings to toggle on/off under Company permissions:

  • Configuration: by toggling this on, you are giving the user permission to manage company information, employee fields, kiosk, and survey types & factors

  • Manage Employees: by toggling this on, users have the ability to add, edit, and disable employees

  • Manage Users: by toggling this on, users have permission to add, edit, and disable other users, as well as edit their permissions

Company permissions are typically only applied to key administrative accounts.

Action Planning Permissions

In this section, you have the ability to enable action planning features. There are 2 levels of action planning permissions:

  • All Users: toggling this on allows the user to edit and assign actions for users in the platform

  • Only Hierarchy: toggling this on allows the user to edit and assign actions for all users with their hierarchy

Survey Type Permissions

The Survey Type Permissions section gives you the ability to give custom access to different survey types, as well as customize the different permissions for each survey type.

User Actions: what users can do

  • Manage Surveys: gives user access to create, edit, and distribute surveys.

  • View Reporting: this lets users see survey results (the level of employee data they have access to is further customized under 'Data Access').

  • View Open Ended Comments: allows users to view open-ended comments

  • Anonymous Conversations: provides users access to respond to anonymous conversations

Data Access: what data users can see

  • All employees: gives user access to all employees. This access is typically only given to members of the HR team or the person leading the initiative.

  • Their Hierarchy: this would give a leader access to view reporting ONLY for employees that report to that leader and their full hierarchy.

  • Custom Attributes: this gives users access to see reports that consist of employees within a specific attribute (ex. Location, Job Family, etc.).

Data Comparators in Reporting: what data users can compare to

  • Organization Wide: allows user to compare their reports to the entire organization.

  • Custom Attributes: allows user to compare their reports to specific custom attributes.

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