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Set Custom Role Admin Permissions

Poppy
  • Updated

Custom roles allow admin access to a specific subset of employees or tools. Learn more about giving an employee full Lattice permissions by adding an Admin in Lattice.

  1. Navigate to Admin > Settings > People > Permissions. 
  2. Enter the Custom roles tab. 
  3. Select Create custom role. 
  4. Under Role details, enter the custom role's Role name and Role description.
  5. Add the Role members that will be given the additional permissions:
    • Create a new group or select an existing group 
    • Add individual employees
  6. 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.
  7. Click Save changes.

Types of permissions

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:

An admin can grant targeted permissions that apply to groups of employees for the following tools:

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