Custom role reviews permissions allow admins to give specific employees admin-like access to People.
There are two types of permissions an admin can set for custom role owners:
- Global: Permission will apply to all users
- Targeted: Permissions only apply to the subset of employees that the admin has selected for the role owner. The role member(s) will not have access to the private information of other employees that fall outside of this subset. The role member will have access to view and edit Admin-only attributes for employees in the targeted group.
Learn how to configure custom role admin permissions in Set Custom Role Admin Permissions.
Note: If integrated with an HRIS, all employee profile edits, including archiving, will need to be made directly within the HRIS. Otherwise, edits will be overridden upon the next sync.
The Global permission allows custom role owners to manage People for all users.
1. Invite new employees
The Invite new employees permission allows custom role owners to add new employees.
Note: This permission only grants the ability to add or invite new users manually or via CSV upload. All updates to existing users initiated by this role will be ignored.
2. Manage company fields
The Manage company fields permission allows custom role owners to view and edit user attributes.
- Create a Custom User Attribute
- Edit User Attributes
- Archive a User Attribute
- Unarchive a User Attribute
The Targeted permissions allow custom role owners to manage reviews for a subset of employees.
1. Edit employee profiles
The Edit employee profiles permission allows custom role owners to edit the profile for any user in their target group.
Note: The Edit employee profiles permission only grants the ability to edit directly within the employee profile and does not allow custom role owners to edit via CSV upload.
2. Archive employees
The Archive employee profiles permission allows custom role owners to archive any user in their target group.
Custom role owner view
The custom role owner will have an admin page they can access by clicking Switch to admin. Within the admin page, they will only see the People section.