When creating or modifying a custom role, you can adjust the permission of the role to suit your company's needs.
Expand for Navigation Steps to Custom Roles
- From Talent Management, click Account Admin from the menu near the top-right.
- Click Company Setup to open the menu, then click Custom Roles.
- The Custom Roles page will list previously made custom roles with columns for adding permissions to a custom role.
- Click Add from the column to open the menu and add permissions to the role.
Current Permissions
| Permission | Description |
|---|---|
| Complete Project Reviews | Allows a user to complete project reviews and to view their own completed evaluations. |
| Evaluations Manage Own Goals | Allows a student to add their own goals in Evaluations |
| Knowledge Base Admin | Ability to administrate Knowledge Base module |
| LMS - Approve Training History | Allows a training admin to view and approve pending course history requests. |
| LMS - Manage Catalog Restrictions | Allows a training admin to manage course catalog restrictions. |
| Manage Permissions | Ability to Manage Permissions |
| Manage Project Reviews | Allows a user to create project reviews, add projects, assign evaluations to projects, and review all completed evaluations. |
| Restricted LMS Admin | Restricts a user with an LMS Admin Role. The user cannot: • Activate/Deactivate Courses in the Catalog • Create Classes • Create Courses • Create or Edit Instructors |
| Succession Has Access To Module | Has Access to Succession Module |
| Succession Menu Development Plans | Enables the Development Plans menu item within the succession module. This allows for the ability to create Development Plans for students. |
| Succession Menu Talent Matrix | Enables the Talent Matrix menu item within the succession module. |
| Succession Menu Talent Slate | Enables the Talent Slate menu item within the succession module. |
| Succession Planning Admin | Ability to administrate Succession Planning Module |
| Succession Tab Assessments | Ability to view the Assessments tab within the succession tools. |
| Succession Tab Career Preferences | Ability to view the Career Preferences tab within the succession tools. |
| Succession Tab Dashboard | Ability to view the Dashboard tab within the succession tools. |
| Succession Tab Evaluations | Ability to view the Evaluations tab within the succession tools. |
| Succession Tab Org Chart | Ability to view the Org Chart tab within succession tools. |
| Succession Tab Scorecards | Ability to view the Scorecards tab within the succession tools. |
| Succession Tab Succession Plans | Ability to view the Succession Plans tab within the succession tools. |
| Succession Tab Training | Ability to view the Training tab within the succession tools. |
| Succession Tab Development Plans | Ability to view the Development Plans tab within the succession tools. |
Non-Functional Permissions
The following permissions have been depreciated and do not function.
| Permission | Description |
|---|---|
| Approval Queue: Post Form Approvals - Edit Form | Approval Queue: Post Form Approvals - Edit Form |
| Can Impersonate | Ability to impersonate other users. |
| Can Receive Transferred Evaluation | Ability to Receive a Transferred Evaluation |
| Can Transfer Evaluation | Ability to Transfer an Evaluation |
| Dashboard | Ability to visit and manipulate the dashboard |
| Delete Employee Images | Ability to delete employee images |
| District | Ability to see district widgets |
| Evaluations | Ability to see all evaluations |
| HRnotes | Ability to see HR notes |
| Inspection | Ability to see Inspection Module |
| Inspection Admin | Ability to full admin rights within Inspection Module |
| Inspection Has Permission to Sign for Location | Ability to sign off on Inspection for their CompanyLocationID |
| LastRaiseAmount | Ability to see the last raise amount |
| Mystery Shopper | Ability to access Mystery Shopper Module |
| Mystery Shopper Admin | Ability to administrate Mystery Shopper module |
| Mystery Shopper Link Employee to Shop | Ability to associate a specific employee to the mystery shop being completed. |
| Proctor All Tests | Ability to proctor all tests |
| Proctor Subordinates | Ability to proctor subordinate tests |
| Salary | Ability to see salaries |
| Ability to see subordinates' evaluations | Ability to see subordinates' evaluations |
| Ability to see subordinates' salaries | Ability to see subordinates' salaries |
| Success Notes Has Access To Module | Has Access to Success Notes Module |
| Success Notes Moderator | Ability to Moderate posts in Success Notes |
| Succession View Only Self | Restricts visibility to only the logged-in user |
| Succession View Only Subordinates | Allows for viewing of ONLY subordinates within the succession module. |
| Succession View Only Self | Restricts visibility to only the logged-in user |
| Succession View Only Subordinates | Allows for viewing of ONLY subordinates within the succession module. |
| SuperUser | Permission to do everything |
| TMS | Ability to visit and manipulate the dashboard |
| Training Log Has Access To Mobile | Has Access to Training Log Module |
| View All People | Allows a user to view all employees on the People page. |
| View All Tests | Ability to see all tests |