As an Admin, you can give granular permissions to a member of your organization so that they can edit and have visibility into specific Lattice tools. For example, this may be helpful if you want to give someone Admin access for a specific subset of people.
Setting these permissions can be done by following these steps below:
Step 1: Click on the "Admin" panel found on the top navigation bar
Step 2: Click "Permissions" found on the lefthand side
Step 3: Toggle to "Custom roles" found next to "Platform roles"
As a reminder, if you are looking to give someone Admin permissions across the entire Lattice platform, you would add their name under this "platform roles" tab. This is also where you can set the default visibility for managers of managers in regards to Updates and Reviews.
Step 4: Click "Create custom role"
Creating a Custom Role
Step 1: Add a "Role name"
For example, if you would like to give Admin permissions to a business partner in New York, you could name this role "HRBP - New York."
Step 2: Enter the name(s) of the member(s) you would like to apply this custom role to
Step 3: From the dropdown, choose which employee subset you would like this custom role to be responsible for by using the filter
Pick a field and define which values you want to include. For example, a specific department or a specific location, such as “New York.”
Quick tip: To see which employees fall under this custom field, click the "View employee list" button (as shown below).
Types of Permissions
An Admin can grant custom role permissions for the following tools:
As a reminder, please note: giving these permissions to the role owner(s) allows the user(s) to take action only on the employees in their target group selected by an Admin.
An Admin can also grant global permissions that give the custom role owner(s) permission to make a change that affects the whole Platform.
Global permissions can be set for the following tool:
*The global permissions for goals and reviews can be found in the tool specific articles above*
Questions? Feel free to reach out to our support team at [email protected] or by clicking on the chat icon located on the bottom right of your screen.