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User roles and permissions in Grow

Learn about the different user roles, and understand what each role can see and do across the platform.

Updated today

Roles and permissions ensure that your team members have the right level of access to see and manage information. This article breaks down two primary roles:

  1. HR manager for all people

  2. HR manager for selected groups or departments


How to assign a HR manager role

  1. From the left-side menu, go to People.

  2. In the list, locate the employee and click the three dots at the end of the column.

  3. Select Set admin roles.

  4. Tick the checkbox next to the HR manager role you want to assign.

  5. Click Save at the bottom to apply the changes.


HR manager for all people

The HR manager for all people role has global access across grow, allowing them to manage all users’ performance content and processes.

  • User management

    • Can see, edit, and assign groups for all users, including all attributes and custom fields.

    • Can set HR manager roles for any user.

  • Company settings

    • Can manage settings for custom fields, groups, and positions.

  • Goals

    • Can manage and create goals for anyone in the company.

  • Training

    • Can see and manage training for every employee in the company.

  • Skills

    • Can manage all skills and assign them to any employee.

    • Can see and assess skills for any employee from their profile.

  • Engagement surveys

    • Can launch and manage surveys for all employees.

    • Can create survey templates.

    • Has access to all survey campaigns and results that have been launched.

  • Talent reviews

    • Can launch talent reviews for all employees.

    • Can see all talent review results and reporting.

  • Performance reviews

    • Can launch and manage review campaigns for all employees.

    • Can create form templates for reviews.

    • Has access to view all reviews and reporting for all campaigns.

  • Feedback

    • Can see their own feedback.


HR manager for selected groups or departments

The HR manager for selected groups or departments role has permissions similar to the HR manager for all people role but limited to the specific groups they are assigned to.

  • User management

    • Can see and edit users from their assigned groups, including all attributes and custom fields.

    • Can assign the HR manager role to other users for their groups.

  • Company settings

    • Can see custom field settings.

    • Can see their assigned groups and manage their settings.

  • Goals

    • Can manage and create goals for anyone within their groups.

📌 Note: If the Goals assignment mode is set to Free, it overrides HR manager settings for specific groups or departments. Which means that in this scenario, goals are not restricted to particular groups and can be created for any employee.

  • Training

    • Can see and manage training for employees within their groups.

  • Skills

    • Can manage all skills and assign them to any employee.

    • Can see and assess the skills of employees within their groups.

  • Engagement surveys

    • Can launch and manage surveys for employees within their groups.

    • Can create survey templates.

    • Has access to survey reporting, limited to the employees in their groups.

  • Talent reviews

    • Can launch talent reviews for their groups.

    • Can see talent review results and reporting for their groups.

  • Performance reviews

    • Can launch and manage review campaigns for employees in their groups.

    • Can create form templates for reviews.

    • Can see campaign reporting limited to employees in their groups.

📌 Note: A HR manager for selected groups or departments can be added as an administrator to a campaign that includes employees outside their groups. In this case, they can manage the campaign but cannot read the review content, and reports will remain limited to their group scope.

  • Feedback

    • Can see their own feedback.


Where can I manage groups and departments

On this dedicated page you can assign employees to specific groups. Go to Settings → Grow groups.

On this page, you’ll find an overview of all existing groups, including key details such as:

  • Group name

  • Group code

  • Number of members

  • Creation date

From here, you can easily:

  • Create a new group

  • Edit an existing group

  • Manage group members

  • Delete a group when it’s no longer needed

💡 Tip: Create groups based on departments, teams, or locations. Choose names that are clear and consistent, so everyone understands how groups are organised.


Assigning a manager to an employee

Once you have created a group and assigned employees, you can start assigning managers to employees. This step is crucial, especially when launching campaigns where the “manager” role is selected as the reviewer.

For a step-by-step guide see How to assign a manager to an employee.

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