Managing User Permissions

Within each organization, users can have one of three permissions - Basic, Manager, Administrator.

Each of these have differing visibility and access permissions within the system.

In short..

• Basic - can only see their dashboards and their review information
• Managers - can see the dashboards and manipulate review information for the team members "below" them in the org chart
• Administrators - can see all team member dashboards and manipulate review information for everyone within the organization

These differ from user status - which allows users to actively participate in reviews or not.

For more on user status, visit the Changing User Status FAQ page.

Organization Permissions

Let’s take a look at this example organization hierarchy:

Administrators are designated by a green card, while managers are designated by a blue user card.

Using this hierarchy as an example, Jamie can access all team member dashboards. They can also add or edit team members, remove other users, adjust review relationships, and edit historic review information for everyone.

As a manager, Jack can view Jake's review information and edit his review relationships as well.

Jessica, a basic user, can not view anyone else's review data or make any changes. They are only able to access their own dashboard and offer up reviews or feedback to other team members.

Changing a User's Permission Level

To change a user's permissions:

1. Click on Company in the left-hand menu
2. Navigate to the user you would like to adjust and click on their card
3. Under the Profile tab, use the "Access" dropdown to select the permission you would like to assign.
4. Select the permission and click Update.

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