Members Roles & Access Rights

This article explains the difference between Administrators, Executive Managers, Team Managers, and Team Members. The article also covers advanced permissions. 

An Overview of Roles and Statuses

 

Click below to learn more about Member's Management and the steps to assign permissions: 
Managing Your Members

If you have the Performance management add-on, please visit Performance roles, rights, and visibility to see the specific roles and access rights each role has for that feature.

Administrators

Admins are the employees who can manage the Member List and the Settings of the account. In addition to the Member List, they also manage Teams, Organization Settings, Integrations, and Billing.

Admins will not have access to scores and feedback in the account. 

Who they are: IT, HR Managers, etc.

Their rights:

  • Add, Deactivate, and Hard Delete members 
  • Create, modify or delete Teams
  • View the Inactive Members list and send reminders to Inactive Members
  • Edit Organization Settings
  • Configure and Manage Integrations
  • Access to the Billing information
  • Define the Feedback's Labels
  • Create and Manage Member's Proprieties
  • Define new Segments based on Member's Proprieties. 
  • Bulk import Employees' Proprieties.
  • Export the account's Members list.
  • Manage all permissions.
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It is possible to have more than one permission. For example, you could manage all the settings with the admin role and access scores with a manager's access.

 

Executive Managers

Executive Managers are the ones who have access to all of the Scores and Feedback for all teams. They oversee the action plans and coaching initiatives. In addition to the results, they can define and access Goals. They don't have access to the Collaborative agenda between the employee and their team manager. 

This level of permission should be restricted to some specific people in your organization. If you want multiple executive managers, you will need a paid plan with Officevibe.

Who they are: CEO, COO, VP, HR Manager, etc.

Their rights:

  • Send reminders to Inactive Members
  • Create, modify or delete Teams
  • Access to all the Reports
  • Review and reply to all employee Feedback
  • Create and Send Custom Surveys to all Teams
  • Access to the Learning Center
  • Create Team Goals for a Team or All Organization
  • Schedule 1-on-1s with all Members (Do not have access to the Agenda between a Member and their Team Manager)
  • Define new Segments based on Member's Proprieties.
  • Access results for a defined Segment of employees
  • Choose to remain an observer and not partake in Engagement Surveys 
  • Visibility on the 1-on-1 Participation Report 
  • Assign other members the Executive Manager's permission

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Executive Managers can opt out of the survey via their Personal Settings.

 

Team Managers

Team Managers are the employees who have access to only the Reports and Feedback from the Teams they manage in the account. They can see the overall Organization scores but not the overall feedback outside their teams. They are also accountable for setting Team's Goals and Schedule 1-on-1 with the Team Members. 

You can also grant this permission to HRBP, which supports the manager. 

Who they are: Team Managers, Directors, HRBP, etc. 

Their rights:

  • Access to the All Company Report
  • Access to the Reports for the Team(s) they manage
  • Share the Engagement Report with the Team Members for the Team(s) they manage
  • Send reminders to Inactive Members
  • Review and reply to employee Feedback in their Team(s)
  • Create Custom Surveys and send them to their Team(s)
  • Access to the Learning Center
  • Create Team Goals for the Team(s) they manage
  • Schedule 1-on-1s with their Team members
  • Add or remove members from any teams they manage (optional)
  • An Administrator can grant more permissions

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A Manager can have access to multiple teams. You can also have multiple managers for the same team. 

 

Team Members

Everyone gets added as an employee when they first join Officevibe. You can modify their permissions anytime to give them access to more features. 

Their rights:

  • Access to respond to Officevibe surveys and provide anonymous Feedback
  • Review their own Feedback and Manager replies
  • Access to Team or Organizational Reports (if shared by the Manager)
  • Access to their 1-on-1s, Action items, Individual and Team Goals
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If you have a Team Manager or Executive Manager access, you can switch your view from the top right corner between your Members' and your Manager's views.

 

Advanced Permissions

Administrators can also delegate some administrative tasks to the Team Managers via the Settings > Permissions section: 

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