Problem
- How can I give custom role access to view uploaded Historical reviews?
- Who can access historical reviews on an employee profile?
Resolution
Access to Historical Review PDFs
By default, historical reviews uploaded as PDFs to employee profiles can be accessed by:
- The employee
- Their manager
- Managers of managers (if the Review cycles of indirect reports permission are enabled)
- Super admins
Note: Only Super admins can upload and delete historical reviews.
Granting Access to Additional Users
If you’d like to provide view access to additional users, you can do so by creating a custom relationship role.
- Create a custom relationship field: Admin > Settings > People > Fields > Click Create field > Select Relationship.
- Enable reviews access for the custom relationship field: Admin > Settings > Permissions > Search for the newly created field name or filter by Relationship > Select the role and click Edit > Enable the relevant permissions > Save.
-
Assign the role holder on employee profiles: Admin > Directory > Select the employee > Locate the relationship field on their profile > Add the appropriate role holder
Alternatively, you can assign role holders in bulk via CSV upload: Bulk Update Employees by CSV