Configuring and managing Custom Roles and permissions
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 help you 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" page from the discovery navigation.
Step 2: Enter "Permissions" found on the left-hand secondary navigation.
Step 3: Toggle to "Custom roles."
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 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.”
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 tools: