🚇 On this page:
Manage the list of users who have access to your People Analytics account.
Related pages:
Overview
If you are an Administrator of your organization’s People Analytics account, you can invite new team members, assign roles to define their account permissions, and fine-tune each member's access levels individually.
User roles and permissions could be automated and synced with your HRIS with our “User Sync” feature.
User roles and permissions
There are three roles you can assign to new members: Admin, HR, and Manager.
Admin | HR | Manager |
Unrestricted account access (including Permission management) | Like HR, but no access to Insights or Data Health. |
*Account management permissions include the ability to irreversibly delete organization’s People Analytics account and all associated data.
Breakdown of default features per role:
| Admin | HR | Manager |
Metrics | ✅ | ✅(Rewards optional, off by default) | ✅(Excluding Rewards) |
Insights | ✅ | ✅ | ❌ |
Boards External sharing | ✅ | ✅ | ✅(Off by default) |
Sensitive information
Employees’ age, race and gender
| ✅ | ✅ | ✅ |
AI features | ✅ | ✅(Off by default) | ✅(Off by default) |
Data Health | ✅ | ✅ | ❌ |
Integrations | ✅ | ❌ | ❌ |
Permission management | ✅ | ❌ | ❌ |
Account management* | ✅ | ❌ | ❌ |
*Account management permissions include the ability to irreversibly delete organization’s People Analytics account and all associated data.
Edit permissions from the “Settings” page
Everything related to access permissions is handled from the Account settings page.
To access the page, click your ⚙︎ Settings link from the main navigation, and make sure you are on the “Roles and permissions” section of the left-hand side menu.
Invite new users
From the Account settings page, and Roles and permissions section
Click Invite users
3. In the resulting dialogue, start typing the name of the person you want to invite, then find them in the drop-down menu. We know them from your HRIS system. You can add multiple people here.
If you are looking to invite someone who is not in your HRIS system, go to the “Outside the organization” tab and invite them via email address.
4. Choose the role you want to assign to the new user: Admin, HR, or Manager.
⚠️ Warning: Granting Admin privileges allows that user to delete the People Analytics account and permanently remove all organizational data.
5. Fine-tune the feature.
Depending on the role, default features will be selected.
Keep in mind — some of the features can’t be turned on for a specific role (like the Rewards Chapter for Managers in example) or turned off (like user management for Admins).
6. Set demographics
Edit this setting if: Your new team member only needs to access a subset of employee data.
The demographics access affects: Everything — Metrics, Insights, AI and Data Health.
The data access scope affects: Everything — Metrics and Data Health. Anything your new team member will be able to see or do on the platform will be adjusted to match the restrictions defined here.
To configure a subset: Select one or more groups from the available categories (categories depend on the setup in your HRIS, and typically include departments, teams or locations)
8. Click Invite
The new user will receive their invitation in their email inbox.
Edit user roles
Even after the user accepts the invitation to access your People Analytics account, you will be able to modify their permission level.
From the Account settings page, and Roles and permissions section.
Find the user whose permissions you want to modify and click the Edit icon ✏️
Revoke user access
If the user hasn’t yet accepted the invitation to access your People Analytics account, you can revoke the invite.
From the Account settings page, and Roles and permissions section
Find user(s) with the Invitation Pending status flag
Click the Edit icon ✏️
Click Remove user and Update
Existing users will be removed from the platform using the same flow.
💬 Need help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.