Understanding Roles and Permissions

Roles allow admins to control what different users can access and what actions they can perform within the platform. This helps organizations tailor access based on each user’s responsibilities while keeping sensitive information and actions restricted to the right people.

This article walks through the concepts you'll need before creating your first custom role. For step-by-step instructions, see How to create & edit a custom role?

Default Roles

These default roles have a fixed set of permissions and are available on the platform to assist your organisation in granting basic access control from day one.

Role	Description
Super Admin	Full permissions granted with unrestricted access to the entire platform.
Admin	Permissions grant broad administrative access across modules.
Module-level admin roles (Goals Admin, Survey Admin etc)	Permissions pertaining to specific modules are granted to each module admin.
HRBP	Permissions granted for broad Administrative access across modules, with some limitations.

If none of these fit what you need, that's where a Custom Role comes in. You can select a combination of permissions to create a custom role and then assign it to specific employees.

List of Permissions

Below is the full list of permissions you can mix and match to make a Custom Role, organized by module.

Kudos

Permission	What it gives access to
Manage Kudos	Kudos-wide configuration and settings.
Manage Awards	Create, manage, and approve awards.
Manage Nominations	Create, manage, and approve nominations.
Manage Vault (Rewards Marketplace)	Full control over the rewards marketplace.
Approve Rewards	Approve reward redemptions without needing full Vault admin access.

Employees

Permission	What it gives access to
View Employees	View employee records in People Directory
Edit Employees	Edit employee records in People Directory.
Delete Employees	Delete employee records. Requires Edit Employees.

Engage and Performance

Permission	What it gives access to
View Survey Configurations	View-only access to survey listings, folders, and the survey builder, configurations and distribution. Email and Text logs will also be included.
Manage Survey Configurations	Create, edit, and delete all the above listed options.
Manage Reports	Edit and manage survey reports.
Create Competency	Create competencies for the competency matrix.

Survey permissions currently apply across both Engage and Performance modules. A future update will let you scope these separately.

Company Settings

Permission	What it gives access to
View Company Settings	View company-wide settings.
Edit Company Settings	Edit company-wide settings.
View Billing	View billing information including current plan, wallet etc.
Manage Billing	Manage billing and payment details.
Manage Sub Accounts	Create and manage sub-accounts.
View Audit Logs	View the audit logs for all platform actions.
Manage Roles	Create, edit, and assign Custom Roles. Note: Cannot be used to edit the Super Admin role.

Feedback

Permission	What it gives access to
View Feedback Configurations	View-only access to feedback settings.
Manage Feedbacks	Edit feedback configurations, delete feedback, send reminders, and other admin-only feedback actions.
View Feedback Logs	View feedback logs, including pending feedback. Note: You cannot see the message inside each feedback unless you have visibility into specific feedback as recipient's manager, etc.
View Feedback Log Messages	View the message content within feedback logs (separate from just seeing that a log exists).
Access Feedback Analytics	View org level feedback analytics dashboard.
Exchange Feedback	Request and give feedback. Note: All employees have the access to exchange feedback by default.

Meetings

Permission	What it gives access to
Manage Meetings	Full meeting administration and settings.
View All Meeting List	Company-wide visibility into meetings, without full meeting admin rights.

Note: Basic meeting access (Access Meetings) is available to every employee by default.

Goals

Permission	What it gives access to
Create Team Goals	Create goals at the team level.
Create Department Goals	Create goals at the department level.
Create Company Goals	Create goals at the company level.
Create Individual Goals	Create goals for individuals.
View All Goals	View all goals company-wide.
Manage All Goals	View and edit all goals company-wide.
Manage Goal Comments	Add and moderate comments on all Goals.
Manage Goal Configurations	Edit goal-related settings including goal cycles, integrations etc.

Action Plans

Permission	What it gives access to
View all action plans	View all action plans company-wide.
Manage all action plans	Create, edit, or delete all action plans company-wide.

Note: Basic action plan creation is available to every user with access to the Engage or Performance reports by default.

Other platform-level permissions

Permission	What it gives access to
Manage Workflows	Create and manage workflows across modules that you have permission to. Note: You can only create workflows using the triggers from modules you have access to. Eg, if you don't have View surveys permission, you cannot create a workflow based on survey triggers.
Conversation Moderator	Users with this permission will be added to every conversation by default as a moderator.
Manage Announcements	Create and manage announcements shared on the feed.
Manage Analytics Dashboard	Users with this permission will be able to create and manage the Analytics (Executive dashboard). Note: User will need access to view data from other modules in order to create widgets in the Analytics dashboard.

Good to know

One role per user, for now. Each employee holds exactly one role at a time. Assigning a new role replaces their current one; it doesn't add to it.
Changes apply on the next session refresh. If you update a role's permissions, affected users will see the change reflected the next time their session refreshes.
Super Admin is protected. No one can add or remove someone from Super Admin access except a Super Admin themselves.

Ready to create your first role? Head to How to create & edit a custom role?