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 |