Lattice

Admins are able to export a CSV that includes all permissions for system, custom and temporary roles. Download the Permissons CSV
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Export a User Permissions Summary

Problem

A user with global People custom role permissions who used to be able to deactivate employees no longer can
Deactivate button doe...

Non-admin can no longer deactivate employees

Adam Kroboth

Permissions 

User Permissions in Lattice

Add a Super Admin in Lattice

Set an HR Generalist Admin in Lattice

Set an HR Business Partner Admin in Lattice

As an admin, you may want to give people in your company permission to view or manage a subset of your company in Lattice. 
Note: If the d...

Set a Department Admin in Lattice

Department heads are typically the leader of a specific organization within your company. One employee can be the department head of multi...

Set Department Heads in Lattice

Permissions and visibility for a dotted-line (secondary) manager.
What is a dotted-line manager?
A dotted-line manager is a user who is an...

Create a Dotted-Line Manager in Lattice

Permissions and visibility for a skip-level manager
What is a manager of managers?
Managers of managers have at least one indirect report ...

Manager of Managers Permissions

Admins can configure employee field and top-down product visibility for their direct and indirect reports.

Navigate to Admin &gt; Setting...

Configure Manager of Managers Visibility

Set User Permissions 

Set Custom Role Admin Permissions

Temporary custom roles are automatically created by Lattice during active compensation cycles and review calibration. 
For Compensation: T...

Temporary Custom Role Access

Configure Custom Role People Permissions

Configure Custom Role Analytics Permissions

Create an IT custom role in Lattice for integrations and single sign-on (SSO)Integration custom role owners have admin-like permissions fo...

Configure Custom Role Integrations Permissions

Custom role Groups permissions allow admins to give specific employees admin-like access to Groups. Custom role Groups permissions are com...

Configure Custom Role Groups Permissions

Custom role Employee Fields permissions allow admins to give specific employees visibility and admin-like access to sensitive employee fie...

Configure Employee Fields Custom Role Permissions

Custom role Q&amp;A permissions allow admins to give specific employees admin-like access to the Q&amp;A boards. Custom role Q&amp;A permi...

Configure Q&A boards Custom Role Permissions

Configure Grow Custom Role Permissions

Custom role goals permissions allow admins to give specific employees admin-like access to the Goals tool. 
There are two types of permiss...

Configure Custom Role Goals Permissions

Custom role Compensation permissions allow admins to give specific employees admin-like access to Compensation. There are two types of per...

Configure Custom Role Compensation Permissions

Configure Custom Role Reviews Permissions

The Manage performance reviews custom role permission gives the custom role owner access to an upcoming, active, or ended review cycles th...

Manage Performance Reviews Custom Role

Custom role PIP permissions allow admins to give specific employees admin-like access to the Performance Improvement tool. There are two t...

Configure Custom Role Improvement Plan Permissions

Custom role Succession Planning permissions allow admins to give specific employees admin-like access to the Succession Planning tool. Adm...

Configure Company-wide Succession Planning Permissions

Custom role Feedback permissions allow admins to give specific employees admin-like access to the Feedback tool. There are two types of pe...

Configure Custom Role Feedback Permissions

Custom role Updates permissions allow admins to give specific employees admin-like access to the Updates tool. 
There are two types of per...

Configure Custom Role Updates Permissions

Custom role Engagement permissions allow admins to give specific employees admin-like access to the Engagement tool. Custom role Engagemen...

Configure Custom Role Engagement Surveys Permissions

Custom role reviews permissions allow admins to give specific employees admin-like access to the 1:1s tool. 
There are two types of permis...

Configure Custom Role 1:1s Permissions

Configure Custom Role Lattice AI Agent in 1:1s Permissions

Configure custom permissions for Lattice tools 

Custom Roles

Creating and editing custom relationships in custom fields
Custom relationship fields represent a relationship between two people in the o...

Create a Custom Relationship

Configure visibility settings for custom relationships
After you have created a custom relationship and associated it with at least one em...

Configure Custom Relationship Visibility

Before you start
Admins will need to configure the custom relationship permissions. In the configuration settings, you will have the optio...

Custom Relationship Visibility into Growth Plans

Before you start
Admins will need to configure the custom relationship permissions. In the configuration settings, you will have the optio...

Custom Relationship Visibility into Reviews

Custom Relationship Visibility into Private Updates

Custom Relationship Visibility into Private Goals

Custom Relationship Visibility into Private Feedback

Note: An admin has to configure your custom relationship with the Can view manager job level custom fields permission first. 
View manager...

Use a Custom Relationship to View Manager Visibility Custom Fields

Custom Relationship Visibility into 1:1s

To remove visibility for a custom relationship you will either need to remove the custom relationship from the employee's profile or chang...

Remove Visibility to Custom Relationship

Configure custom relationship visibility 

Custom Relationships 

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