Members' Roles & Access Rights

This section will review the 4 different roles available in Officevibe and their access rights.

Administrators

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

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
To add someone as an Admin, you can follow these steps: Click on your Organizational Settings Gear, select or search for the Member in the account, click on the Team member settings next to their name, activate the toggle "Administrator", and click on Update profile.

 

Executive Managers

Executive Managers are the employees 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 Team Goals. They don't have access to the Collaborative agenda between the employee and their team manager. 

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 

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To add someone as an Executive Manager, you can follow these steps: Click on your Organizational Settings Gear, select or search for the Member in the account, click on the Team member settings next to their name, activate the toggle "Executive Manager", and click on Update profile.
 
Note: If you are looking to have multiple executive managers, you will need the Premium version of Officevibe as the free version only allows one Executive manager at a time.

 

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.

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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.

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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.

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