Managing administrator rights: roles and permissions

On the Elevo side, the stated objective is clear: to give you more flexibility, autonomy and therefore control over user rights.

Regardless of the complexity of your organization, it is possible to harmonize permissions through predefined roles, based on our in-depth knowledge of customer needs.

You optimise and accelerate the configuration process, thus avoiding a complex and time-consuming setup.

🤓 What is a role?
👁️ Roles and rights for users
🪄 Roles and rights on products
🚪 Which users have access to role and permission management?
⚙️ How to set up role assignment?
🙋🏻‍♂️ Questions

🤓 What is a role?

A role is a set of permissions that allow a user to access different actions on Elevo. These roles are essential for limiting and controlling access to features or content within the tool.

In order to enable you to optimise and accelerate the configuration process, roles have been predefined. They are based on our in-depth knowledge of customer needs, thus avoiding a complex and time-consuming configuration.

👁️ Roles and rights for users

Visibility on data associated with employees
Management of data associated with employees

Visibility on data associated with employees

Visibility	Global Admin	Users Admin	Performance Admin	Campaigns responsible	Training Admin	People Review Admin	People Review Responsible	Surveys Admin	Skills and Career Admin
Users list	✅	✅	✅	✅	✅	✅	✅	✅	✅
On the profile	✅	✅	✅	✅	✅	✅	✅	✅	✅
On the professional background	✅	❌	✅	✅	✅	✅	❌	❌	✅
On remuneration data	✅	❌	❌	❌	❌	❌	❌	❌	❌
On the Career tab	✅	❌	✅	❌	✅	✅	❌	❌	✅
On the Reviews tab	✅	❌	✅	❌	❌	❌	❌	❌	❌
On the Objectives tab	✅	❌	✅	❌	❌	❌	❌	❌	❌
On the Given Feedback tab	✅	❌	✅	❌	❌	❌	❌	❌	❌
On the Training Requests tab	✅	❌	❌	❌	✅	❌	❌	❌	❌
On the Training tab	✅	❌	❌	❌	✅	❌	❌	❌	❌

Edition rights on data associated with employees

Edition rights	Global Admin	Users Admin	Performance Admin	Campaigns responsible	Training Admin	People Review Admin	People Review Responsible	Surveys Admin	Skills and Career Admin
Admin rights	✅	❌	❌	❌	❌	❌	❌	❌	❌
Users (Profile details, Status, etc.)	✅	✅	❌	❌	❌	❌	❌	❌	❌
Possibility of exporting user data	✅	✅	❌	❌	❌	❌	❌	❌	❌

🪄 Roles and rights on products

1:1 reviews and 360 feedback
Skills & Career
Surveys
Training
People Review

1:1 reviews and 360 feedback

Only the roles below have access to the management actions associated with the 1:1 and 360 Feedback products.

Actions	Global Admin	Performance Admin	Campaigns responsible
1:1 and 360 templates management	✅	✅	✅
1:1 and 360 campaign management	✅	✅	✅
Overview of the content of 1:1 and 360 reviews and access to data export	✅	✅	❌
Audit report management	✅	✅	✅
Objectives management	✅	✅	✅

☝🏻 Is it possible to target these roles in a single campaign?

Yes, absolutely! In order to allow for greater granularity and more use cases, it is possible to grant administrator rights to a single campaign.

For more information, please refer to the documentation on this subject:

Skills & Career

Only the roles listed below have access to the management actions associated with the Skills & Career product.

Actions	Global Admin	Skills & Career Admin
Create, modify, delete a skill	✅	✅
Create, modify, delete a skill matrix	✅	✅
Updating an employee's level	✅	✅
Translate a matrix	✅	✅

Surveys

Only the roles listed below have access to the management actions associated with the Surveys product.

Actions	Global Admin	Admin Surveys
Create, modify, duplicate a campaign	✅	✅
Add/remove participants and send reminders	✅	✅
View detailed results	✅	✅

Training

For more information on the roles associated with the Training product, please consult the dedicated article: Manage the rights associated with the Training product.

People Review

For more information on the roles associated with the People Review product, please consult the dedicated article: Manage the rights associated with the People Review product.

🚪 Which users have access to role and permission management?

Only global administrators have access to the administrator management feature and can modify the rights and their allocation.

⚙️ How to set up role assignment?

In order to access the administrator rights management, go to Settings > Administrators.

This page centralises the various roles assigned, indicating:

the user concerned,
its role,
the last update of the role,
and a menu at the end of the line allowing you to change this role or revoke it.

The possible actions are detailed below:

Assign the global administrator role
Assigning a different type of role
Modify a role
Delete a role

Assign a role

Click on "Assign a role"
Select or search for the employee(s) concerned
Select the desired role in the drop-down menu
Click on "Assign" to validate"

Several roles can be assigned to the same user.

Modify a role

To modify an assigned role, click on the "Modify the role of..." end-of-line menu, then select a new role from the drop-down menu in the modal before validating. The changes are effective immediately.

Delete a role

In order to modify an assigned role, click on the menu at the end of the line and then select "Revoke the role of..."

💡 Note: It is not possible to revoke all administrator rights, as there must be at least 1 global administrator on Elevo.

🙋🏻‍♂️ Questions

➡️ Is it possible to create custom roles?

No, this is not possible at the moment. We believe that the implementation of default roles covers most of the needs that have been mentioned by our customers to date. We are listening to your feedback on this subject in order to evolve the functionality if necessary.