What people have access in terms of pages and functionality can differ from plan to plan, but this guide outlines the default for the pro plan.
Some roles give access to all segments, while ofter roles require a decision as to which segments (e.g. teams or departments) a person should be able to view.
Explanation of the roles
Below is a table explaining the different roles and what they give access to in terms of employees:
Role | Usually used for | Gives access to these employees |
Admin | HR | Full viewing and editing rights |
Full access | Executives | Full viewing rights |
Manager | Managers and department leads (VPs) | Viewing rights to selected segments (can be multiple e.g. Sales Department and the 3 team beneath) |
Employee |
| No access by default but you can grant employees viewing right if you want. |
Pages for each role
Below are the pages each of these roles grant access to in terms of pages:
Role | Usually used for | Gives access to these pages |
Admin | HR | Every* page in the platform |
Full access | Executives | Everything* excluding the admin panel |
Manager | Managers and department leads (VPs) | Insights Surveys |
Employee | Employees | Nothing by default |
* Admins cannot access journals, conversations or custom surveys unless they have been actively shared with them. That is by design to allow for privacy.
How do I give someone access?
Here is the simple step-by-step guide on how to give someone access.
You go to the Admin panel. Then you navigate to Access page that you can find in the side navigation.
There you can see a list of the people who have access. Click the Give access button to give a new person access to the platform.
From the dropdown find or search for the person you want to give access and select them. You'll then see their full name and email highlighted.
Next, you select what role they should have (learn move in this guide about the different roles and their level of access).
If you selected Manager then you need to select what segments that manager should have access to. Once you've done that you can click Save and you're done. 🥳
The person you granted access will now receive an email with a link to activate their user and they will have the role and access you gave them.
New users have activate their user within 24 hours due to security measures. If they forget, you can go to the Employees page in the Admin panel and in the last column of the table you'll see a link to resend their invitation (if they have never logged in - otherwise you see their last login date).