Who can use this feature?
Available on:
All subscriptions. Roles visible will depend on products enabled on your account.
Platform roles give organisations flexibility in managing Culture Amp, allowing admins to delegate administrative tasks to other users. This guide covers how to add a new administrator, assign platform roles, and manage permissions. Before getting started, ensure the user has already been added as a user in Culture Amp.
Assigning Roles From the Roles and permissions Page
You can assign or modify the following roles from the Roles and permissions page:
Account administrator
Employee data administrator
Survey creator
Survey HR business partner
Survey comment replier
Survey data analyst
Performance administrator
Performance HR business partner
Develop administrator
Goals administrator (Goals New)
Department goal creator (Goals Classic)
1. Log in and navigate to Settings
Sign in to your Culture Amp account
Click the Settings icon in the top right corner.
2. Access Roles and Permissions
Click on Roles and permissions.
3. Assign role
Click on Assign role.
4. Locate the user
Use the search field to find the user by name or email.
Click on their name to select.
5. Select the desired role
Check the box next to the role you want to assign.
Important:
For HR business partner or Department goal creator roles, specify the department(s) by typing part of their name or clicking Select all.
For the Survey creator role, you can restrict access to specific organizational parts using demographic filters.
6. Assign demographic filters (if applicable)
Select both a demographic and a value (e.g., Country: Australia). This restricts the Survey creator to only manage surveys for employees in Australia.
Multiple values: If you select multiple values from a single demographic (OR condition), the Survey creator can add participants with any of those values.
Multiple demographics: If you select multiple demographics (AND condition), the Survey creator can only add participants that match values from both groups.
7. Save changes
Click Save to apply the changes.
Assigning the Survey Admin Role
Unlike other roles, the Survey admin role is assigned in the settings of each individual survey.
Click Edit survey for a specific survey on your Surveys page.
Click Administrators > Add administrator.
Use the search box to type part of the person's name or email address.
Choose Overall or Support only (hover over each option for details).
Click Save.
An email will automatically be sent to the new Survey administrator, providing a link to set their password for Culture Amp (if they don’t already have a login).
Assigning Group Goals Administrators (goals new)
Note: The Group Goal Creator role is being deprecated. New customers will automatically have access to the Group Goals Administrator role. Existing customers can opt in to transition to the new role. To learn more about the transition process and how this change will affect your account, please visit our Group goal creator role deprecation notice.
If you have goals enabled on your account, you can assign employees the Group goals administrator role for specific organizational units once your organizational structure is set.
Unlike other roles, this permission is assigned under the Goals page under Account Settings.
Go to your Settings page and under Account select Goals.
Click the drop-down arrow to expand the list of organizational units.
Click Add administrator next to the desired group.
In the Choose people drop-down, type the employee's name.
Click Save to finalize the role assignment.
No notification is sent to Users assigned as a Group goals administrator.
Tip: You can use the Choose people menu to assign multiple employees to the role at once.
Assigning Group Goal Creators
If your account has not transitioned to the new Group goals administrator role, you can assign employees the Goal creator role for specific organizational units once your organizational structure is set. Unlike other roles, this permission is assigned under the Goals page under Account Settings.
Go to your Settings page and under Account select Goals.
Click the drop-down arrow to expand the list of organizational units.
Click Add goal creator next to the desired org unit.
In the Choose people drop-down, type the employee's name.
Click Save to finalize the role assignment.
Removing Roles From the Roles and Permissions Page
Click the Settings button.
Select Roles and permissions from the menu.
Use the search box to find the user by typing part of their name or email address.
Click Edit next to the user's name.
Uncheck the role(s) you want to remove.
Click Update to save.
Removing the Survey Admin Role
The Survey admin role is removed from the individual survey Settings > Administrators page:
Go to your Surveys page and click Edit survey for the relevant survey.
Click Administrators.
Locate the user or use the search box to find them.
Click the user's name, then uncheck Overall, Support only, or both.
Click Update to confirm.
Removing the Group Goals Administrator Role (Goals new)
For accounts with Goals, the Group goals administrator role is removed from the Account Settings > Goals page:
Go to your Settings page and select Goals under Account.
Expand the list of organizational units by clicking the drop-down arrow.
Click Edit next to the desired org unit.
In the Choose people drop-down, deselect the employee's name.
Click Save to apply the changes.
Removing the Group Goal Creator Role
Note: The Group Goal Creator role is being deprecated. To learn more about transitioning to the new Group Goals Administrator role and how this change will impact your account, please visit our Group goal creator role deprecation notice.
For accounts with Goals, the Group goal creator role is removed from the Account Settings > Goals page:
Go to your Settings page and select Goals under Account. Expand the list of organizational units by clicking the drop-down arrow.
Click Edit next to the desired org unit.
In the Choose people drop-down, deselect the employee's name.
Click Save to apply the changes.
💬 Need help? Just reply with "Ask a Person" in a support conversation to speak with a Product Support Specialist.