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Roles and access control

In this guide you'll learn how different types of access and roles works and what different people can see, control and do.

Updated over 3 months ago

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.

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.

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)

The team pages
- Highlights
- Reports
- Insights
Comments
Presentations

Surveys

Employee

* Admins cannot access journals, conversations or custom surveys unless they have been actively shared with them. That is by design to allow for privacy.

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