Admins have the ability to edit field-level permissions for default roles to make them viewable or editable by employees or alternatively, hidden.
The following default roles are available in Lattice:
- Self View: This role defines what employees can see/edit about themselves.
- Everyone: This permission affects what access and visibility all employees have for other employees. This defines what information employees can see about their peers.
- All Manager of Managers: Assigned to users whose direct reports have direct reports, as indicated by the manager field in employee profiles. This role defines what permissions managers of managers have pertaining to their indirect reports.
- All People Managers: Assigned to users that have direct reports indicated by the manager field in employee profiles. This role defines what permissions managers have pertaining to their direct reports.
- Onboarding: Assigned to employees who are onboarding. These settings also affect what fields you can assign to new hires when editing Onboarding Templates.
Note: New hires completing an Onboarding flow will have access to the field level permissions for both the Self and Onboarding default role. These permissions will be removed once Onboarding has been completed.
Edit system roles
- Navigate to Admin > People > Permissions.
- Select Edit next to the relevant system role.
- Add Role members.
- Select the field-level permissions for the role members.
- View only: The field is visible to role members but not editable.
- Edit: The field is editable and visible to role members
- No access: The field is not visible to role members.
- Select Save Changes.