Creating User Roles

The data visibility that administrators, executive leaders, or managers may have can be different. User roles allow you to create data access types for groups respectively. By creating roles, you can ensure that users have the right type of access to fit their needs. Further, you can set, edit, and send user permissions quickly and efficiently.

To create roles, begin by navigating to the Users tab. Then, click on "Roles".

Next, click on the "Add Role" button. Upon doing so, you will see the ability to build in permissions. First, you will be asked to create a role name. Then, you will be asked to define app permissions:

• 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.

Finally, 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.

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 AI technology 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.

Once you have configured your role, click Save. Then, you're ready to invite users! Learn more about inviting users into the platform here.