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Set Custom Role Admin Permissions

Emily
  • Updated

Custom roles allow admin access to a specific subset of employees or tools. To give an employee full Lattice admin permissions, follow the steps in Add an Admin in Lattice.

Create a custom role

  1. Navigate to Admin > Settings > People > Permissions. 
  2. Select Create custom role. 
  3. Under Role details, enter the custom role's Role name and Role description.
  4. Add the Role members that will be given the additional permissions:
    • Create a new group or select an existing group 
    • Add individual employees
  5. Select the permissions the role owner(s) should have:
    • Global permissions allow role members to impact Lattice for all users.
    • Targeted permissions allow role members to impact Lattice for a specific group of users. To see which employees fall under this custom field, click the View employee list button below the filter.
  6. Select Save changes.

Types of permissions

A super 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:

A super admin can grant targeted permissions for the following tools:

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