This section will review the 4 different roles available in Officevibe and their access rights.
Administrators
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 account's Members' list
Executive Managers
Who they are: CEO, COO, VP, HR Managers, 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 Polls 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 (view image below)
- Visibility on the 1-on-1 Participation Report
Team Managers
Team Managers are the employees who have access to only the Reports and Feedback from Teams they manage in the account. They can see the overall Organization scores, but not the overall feedback outside of their teams. They are also accountable to set Team's Goals and Schedule 1-on-1 with the Team Members.
Who they are: Team Managers, Directors, Office Managers, 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 Polls 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
To add someone as a Team Manager, you can follow these steps: Click on your Organizational Settings Gear, select Teams on the left-hand menu, select a Team, click on the Team Manager tab, type the name of the Team Manager(s), and click on Update team.
Admins can also allow Team Managers to add or remove members only from the teams they already manage. They won't be able to invite new members to Officevibe with this type of permission.
If an integration is active, this permission will be disabled. Team Managers will have to contact their admin to make any changes to the members of their teams.
To allow your team managers to add or remove members of any team they lead, you can follow these steps: Click on your organizational settings, select Permissions from the left menu, select Enable permissions and click Update.
Employees/Team Members
Everyone gets added as an employee when they first join Officevibe. You can modify their permissions at any time 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
If you have a Team Manager or Executive Manager access, you can switch your view from the top right corner between your Employee's view and your Manager's view.
