The administrator is responsible for giving access to leaders and new administrators.
What access does a leader have?
When you give a leader access to a department it involves access to information/content of all the employees in the department.
How to give a leader access to their department
- Go to "organization" and locate the employee in one of the departments or the filter choice "all employees".
- Select the employee (leader) (or "add new" - read how to here)
- Click "edit access" (the dots below "actions")
- To give the leader access, find the department in the list and select the department(s) the employee is leader for.
- Assigned departments end up in the list to the right:
- Click "assign as administrator" if you are going to assign this role.
Tip! Think carefully about who needs to be administrators. We recommend to not have more than 1 or 2 administrators.
Get an overview of the roles
At the top right corner you will find these filters: all users, administrators, leaders.
Tip!
- Sort by department in the list of leaders to get an overview of who has been assigned a leader role in each department
- Alternatively, you can do this going back to the “overview” and looking at the organizational chart