Learn how to navigate the Admin page
The Admin page allows admins to customize each tool and provides a clear, complete picture of the impact on the organization.
Admin view
To access the Admin page, select Switch to admin. The view includes separate sections for each part of the platform:
Directory
Settings
People
Company
Platform
AI
AI agent
Features
Analytics
Summary
Charts
Reports
Performance
Performance Reviews
Talent Reviews
Performance Improvement Plans
Succession Plans
Compensation
Engagement
Goals
Grow
Feedback
1:1s
Updates
Within each page, you will find in-depth settings and customizations for each of Lattice’s tools.
Organization
Add and invite users to Lattice
Settings
Add and invite users to Lattice
Create and manage custom relationships and roles
Create departments and manage your company info
AI
Activate the AI agent
Set up the AI agent
View the AI agent dashboard
Manage Lattice AI features
Analytics
Performance
Create review questions and templates
Create a performance improvement plan
Create a succession plan
Compensation
Upload employee pay data
Create compensation bands
Create compensation cycles
Adjust compensation settings
Engagement
Create engagement, pulse, onboarding, and exit surveys
Create engagement questions
Goals
Set up goal cycles
Create goal tags
Adjust Goal settings
Grow
Adjust Grow settings
Feedback
View the feedback log
Adjust feedback settings
1:1s
View the 1:1s log
Adjust 1:1s settings
Updates
View the Updates log
Adjust Updates settings