As part of the account set up process you will need to create admin roles. This will involve selecting various collaborators to whom you will grant the right to carry out administrative operations on the platform.
Setting admin roles for a team member
You can grant admin access to a team member by assigning specific admin roles.
Steps to Set Admin Roles
Go to Settings > Team members
Select an employee
Go to the Permissions & access tab
Click Give admin permissions
⚠️ Please note that in order to grant any rights to a user, you will need to own the user by default.
The different roles and their impact
HR manager can :
Can manage forms
Can launch and monitor people reviews
Can launch and monitor campaigns
Can launch and monitor surveys
Can manage goals, skills & trainings
Can give HR rights to any user
Can manage custom
The Admin can :
Add and remove users from the platform Edit groups in the tool
Give all types of rights to any platform user.
Edit user profile information
⚠️ To be able to modify the manager on a profile page, the HR manager must belong to the same group as the user concerned.)
Here you can find more information about Admin permissions.
HR manager for selected groups or departments can:
Can manage forms
Additionally, within assigned groups:
Can launch and monitor people reviews
Can launch campaigns
Can launch surveys
Can manage goals, skills & trainings
Can give HR rights to users in group
Can manage custom fields
How do I use roles?
Here are a few examples/tips:
Grant the HR role to project manager(s) and key users on the HR side : They will take care of creating questionnaires and launching campaigns.
Grant the role of Admin to HR assistants : They will be responsible for the administrative management of collaborators (adding and deleting users, creating groups and managing profile page fields).
According the group HR role to department directors/heads of departments : They will be able to launch campaigns on their employees without going through HR.
According roles temporarily: This will enable a user to perform the desired actions during a defined period. Before granting a role, be sure to find out what impact it could have. The HR role, for example, will give access to all interviews on the platform (all responses).
Delete rights after an employee leaves or following a change of position. The employee in question loses his or her rights.