Configuring and managing Custom Roles and permissions
Please Note: If your organization uses Lattice's elevated design, you can find the updated navigation steps here.
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, Reviews, and Feedback.
Step 4: Click "Create custom role"
Creating a Custom Role
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
Quick tip: To see which employees fall under this custom field, click the "View employee list" button (as shown below).