Custom roles allow admin access to a specific subset of employees or tools. To give an employee full Lattice admin permissions, follow the steps in Add an Admin in Lattice.
Create a custom role
Navigate to Admin > Settings > People > Permissions.
Select Create role.
Under Role Assignment, enter the custom role's Role name and Role description.
Add the Role members that will be given the additional permissions:
Create a new group or select an existing group
Add individual employees
Select Continue.
Under Company-wide Permissions, select the permissions the role owner(s) should have, which will allow role members to impact Lattice for all users > Continue OR Select Skip this step to move on to Targeted Permissions.
Under Targeted permissions, select the permissions the role owner(s) should have, which will allow role members to impact Lattice for a specific group of users.
To choose the Target Group:
For all role owners: Choose the group using the filter.
For specific role owners: Check Each role member will need permissions for a different set of users > Select Criteria > Filter.
Admins can choose from default fields and custom fields. For example, to give access to only Active or Deactivated users, admins can select System Access > Active or Deactivated.
View the Summary to confirm the permissions granted.
Select Save role.
Note: Role owners must have an existing Lattice account.
Types of permissions
A super admin can grant company-wide permissions that give the custom role owner(s) permission to make a change that affects the whole Platform.
Company-wide permissions can be set for the following tools:
A super admin can grant targeted permissions for the following tools: