Permissions and Visibility for a Department Head
Please Note: If your organization uses Lattice's elevated design, you can find the updated navigation steps here.
What is a Department Admin?
As an admin, you may want to give people in your company permissions to view or manage a subset of your company. This may be just one team, department, office, etc. Typically, the Department Head position is responsible for aligning business objectives with employees and management in their designated business unit(s).
What Visibility Does a Department Admin Have?
The Department Admin has full visibility and Admin permissions into all employees that are members of their business unit(s). This will include themselves if they are part of that custom field. This can be customized for certain tools if you only want someone to have access to a portion of Lattice (e.g. if you only want someone to have access to reviews). This is outlined below in setup.
What Can a Department Admin Manage?
Based on the permissions selected during set up, Department Admins can execute for "their" employees in the following ways: edit employees profiles, edit goals, delete feedback, delete updates, move through phases of the review cycle.
How to Set Up a Department Admin:
Step 1: Create a new custom role. Click on "Admin" at the top of the page, then "Permissions" on the left side panel. On the Permissions page, click "Custom roles" then click the "Create custom role" button.
Please note: If the Department Admin should not have access to their own information (such as their own reviews), they cannot be a part of the group you are filtering to, e.g. your Engineering D cannot be in the Lattice Engineering Department.
Step 4: Select the visibility and managing permissions that you would like the HRBP to have access to and click the "Create role" button. You can select from the following:
