Adding and Managing Users & Permissions

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You can manage your users permissions from the Users tab. You can also manage user roles via your employee file. For more information on this, see Role management via Employee File.

To invite a new user, click on the "Add Users" button. You will be directed to a new page where you can start customizing user permissions. We recommend first beginning by creating user roles, and adding individuals to those roles as needed.

User Information

You'll first be asked to provide the user's email address and language. Then, you'll be asked to select a role. Should a role not apply, or should you be interested to provide one-off access, select "Custom Permissions."

Invite Users.png


App Permissions

From here, you'll first be asked to define App Permissions. There are four settings to toggle on/off:

  • Configuration: by toggling this on, you are giving the user permission to manage company information, employee fields, kiosk, and survey types & factors
  • Employees and Users: by toggling this on, users have the ability to add, edit, and disable employees, and well as the permission to add, edit, and disable other users, as well as edit their permissions and roles
  • Action Planning All Users: by toggling this on, you are giving the user visibility into action plans set across the entire organization
  • Action Planning Only Hierarchy: by toggling this on, you are giving the user visibility into action plans set by leaders within their hierarchy. Note, leaders must be provided access in order to create actions

Configuration and Employees and Users permissions are typically only applied to key administrative users.

Custom Permissions.png

Survey Type Permissions

Next, you'll be asked to define 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.

Survey Type Permissions.png

User Actions

  • 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 Comments: allows users to view open-ended comments
  • Update Comment Sentiment: allows users to adjust sentiment applied by AWS' natural language processing tool to better associate positive, negative, or neutral correlation
  • Anonymous Conversations: provides users access to respond to anonymous conversations

Data Access

  • 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

  • Organization Wide: allows user to compare their reports to the entire organization.
  • Custom Attributes: allows user to compare their reports to specific custom attributes.

Send and Manage User Invitations

Once your user permissions have been defined, simply press "Invite Users." You'll be able to monitor their status to activate in the overall Users & Permissions tab. On this page, you can:

  • Use the search field to look up a user
  • Toggle between active, pending, and deactivated user lists
  • Click on a user name to edit permissions
  • Click on a check box to deactivate a user
  • Under the Pending list, click on a check box to resend a pending invite
  • Under the Deactivated list, click on a check box to reactivate access

Users & Permissions.png

Editing a User's Permissions

To edit a user's permissions, find their name under the Active list and simply click on the user. This will lead you to the edit page.

If the user has been assigned to a certain role, you'd have to change their role's permissions or give them custom permissions, as changes to role permissions are applied to all the other employees who fall in that role as well.

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