Lattice

Export a User Permissions Summary

Learn how to configure People permissions so custom role users can deactivate employees.

Non-admin can no longer deactivate employees

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Permissions 

User Permissions in Lattice

Add a Super Admin in Lattice

Permissions and visibility for an HR Generalist

Set an HR Generalist Admin in Lattice

Permissions and Visibility for an HR Business Partner.

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.

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 multiple departments. Departments can also have more than one…

Set Department Heads in Lattice

Permissions and visibility for a dotted-line (secondary) manager.

Create a Dotted-Line Manager in Lattice

Permissions and visibility for a skip-level manager

Manager of Managers Permissions

Configure Manager of Managers Visibility

Set User Permissions 

Custom roles allow admin access to a specific subset of employees or tools.

Set Custom Role Admin Permissions

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

Temporary Custom Role Access

Custom role People permissions allow admins to give specific employees admin-like access to People.

Configure Custom Role People Permissions

Custom role analytics permissions allow admins to give specific employees admin-like access to company analytics.

Configure Custom Role Analytics Permissions

Create an IT custom role in Lattice for integrations and single sign-on (SSO)

Configure Custom Role Integrations Permissions

Configure Custom Role Groups Permissions

Configure Employee Fields Custom Role Permissions

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

Configure Q&A boards Custom Role Permissions

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

Configure Grow Custom Role Permissions

Learn how to configure company-wide and targeted Goals permissions for custom role owners, including what each permission allows them to view and manage.

Configure Custom Role Goals Permissions

Custom role Compensation permissions allow admins to give specific employees admin-like access to Compensation.

Configure Custom Role Compensation Permissions

Learn how to configure company-wide and targeted Reviews permissions for custom role owners, including access to review cycles, results, calibration, talent reviews, and promotion nominations.

Configure Custom Role Reviews Permissions

Manage Performance Reviews Custom Role

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

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.

Configure Company-wide Succession Planning Permissions

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

Configure Custom Role Feedback Permissions

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

Configure Custom Role Updates Permissions

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

Configure Custom Role Engagement Surveys Permissions

Custom role reviews permissions allow admins to give specific employees admin-like access to the 1:1s tool. 

Configure Custom Role 1:1s Permissions

The custom role permission for the Lattice AI Agent in 1:1s allow admins to give specific employees admin-like access to the Lattice AI Agent in 1:1s.

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

Create a Custom Relationship

Configure visibility settings for custom relationships

Configure Custom Relationship Visibility

Custom Relationship Visibility into Growth Plans

Custom Relationship Visibility into Reviews

Custom Relationship Visibility into Private Updates

Custom Relationship Visibility into Private Goals

Custom Relationship Visibility into Private Feedback

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 change the settings for the custom relationship.

Remove Visibility to Custom Relationship

Configure custom relationship visibility 

Custom Relationships 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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