What to expect: I'm an Account Admin

Account admins lay the foundation for their team's experience with 15Five. With permissions ranging from managing settings, to adding employees, to setting up integrations, to creating Check-in questions, account admins are a pivotal part of your company's success with 15Five— and we're here to guide you every step of the way! Use this article as your go-to tool for understanding and being successful in the account admin role.

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In this article, you will learn...

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Note

You can learn more about available roles in our "Roles and permissions in 15Five" Help Center article.


Resources for new account admins

As a new admin, you may be wondering where to begin. The resources below will help you get up-to-speed on 15Five and your new role.

💡 Help Center Resources

Our Help Center contains overview, technical how-to, and strategic articles and videos to help you make the most of 15Five. Some of the articles that you may find most helpful as a new admin are:

🎓 15Five Academy

15Five’s Academy is a series of on-demand courses that help Admins, Managers, and Employees get up and running in 15Five through short, impactful multimedia lessons. Each lesson delivers a mix of short videos, written content, and knowledge checks to help account admins maximize their 15Five journey. Sign up now.

🎥 Live and On-demand Trainings

Our Product Training Team hosts live training sessions that walk admins through the ins and outs of 15Five. Register for upcoming trainings or access on-demand trainings now.

👩‍💻 Contact Support

Our stellar Support team is here to answer your product questions, troubleshoot issues with your account, and help you make the most of 15Five. 

  Support hours

We are online to help you Monday-Friday from 9AM-8PM EST/6AM-5PM PT. Our Support Team aims to respond to all tickets within 24 hours on normal business days.

There are three ways to open a ticket with our Support Team:

  1. Email your question to support@15five.com
  2. Click on Support in the bottom, right-hand corner of the Help Center
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  3. Click the orange bubble in the bottom, right-hand corner of your 15Five account and select the "Contact Support" option
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Please include a brief description of your issue and any relevant context, links, or screenshots.


Role permissions

Manage company settings

Configure company settings

Your company's settings control the overall 15Five experience for your employees and include basic information like your company's name, location, and logo, invite email settings, company-wide notification settings, company values, and more.

Refer to our "Configure company settings" article for steps on managing company settings. Or, if you're more of a visual learner, check out the video below:

Manage billing information

Account admins and Billing admins have permission to manage billing information for your organization. Check out the articles below for how-tos on basic billing tasks.

Set up and manage integrations

15Five offers various integrations that you can set up to enhance and simplify your organization's experience. Check out the articles below for information about available integrations: 

Manage people

Add new people

There are three available options for adding your team to 15Five and continuing to manage their data: using an integration, via bulk import using a CSV upload, or manually from within account settings. Read about each of these options in our "Add new people" Help Center article.

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Send 15Five invite emails

Whether or not new employees receive invite emails, and the copy contained in invite emails, depends on the "Invite settings" options selected in company settings.

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If at any point you need to send or resend an email invite to a user, you can do so from the "Manage people" page. Use the articles below for steps on how to do so:

Deactivate/Reactivate users

Account admins have the ability to manage the status of user accounts from the "Manage people" page, including deactivating or reactivating accounts. Refer to the articles below for more information:

Manage employee settings

Once employees are added to 15Five, Account admins can manage settings from the "Manage people" page. Use the articles below to learn how to manage employee settings:

Assign user roles

The role(s) that a person is assigned determines what they can see and do in 15Five. Account admins can assign roles to users to customize their experience and ensure they have the proper capabilities. Check out our "Assign roles to users" article for information about assigning roles. For an overview of available roles, please refer to our "Roles and permissions in 15Five" article.

Manage job information

Adding employee job information to 15Five provides clarity and allows your team to explore available career options as they progress within your organization. Job information is visible in various parts of the 15Five platform, including employee profiles, Best-Self Review®, and Career Hub.

Use the articles below to upload and manage job information for your team:

Manage groups and attributes

Groups and Attributes allow you to organize employee data strategically.

  • Groups allow you to create subsets of people to organize your company based on business units, departments, locations, common interests, and more. These groups can be pulled into specific features across 15Five for segmenting, reporting, and filtering.
  • Attributes are labels that can be applied to employees and typically contain sensitive information. Various reports in 15Five can be filtered by attributes to show you how employees in different segments of your organization are doing.

For more information about each of these options, check out our "People and data management options in 15Five" article and the sections below:

Create and manage groups

With groups and group types in 15Five, you can create subsets of people to organize your company based on business units, departments, locations, common interests, and more. They can be pulled into specific features across 15Five for segmenting, reporting, and filtering. You can see groups and group types in the "Manage groups" tab of the People Settings page.

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  • A group type is an umbrella label used to organize groups.
  • A group is a subset of people in your organization made up of group members.

Here's an example: if you create a group type called 'Offices', you could create groups for each city your company has an office in: maybe Berlin, Denver, Madrid, New York, and Raleigh. Then, you'll add group members to the groups that align with their office location.
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Refer to the articles below for information on creating and managing groups and group types:

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Tip

If your organization uses an HRIS or other integration to manage groups, please refer to the integration-specific article for instructions on managing group types and groups.

Create and manage attributes

Attributes are labels that can be applied to employees and typically contain sensitive information. Unlike groups, attribute visibility varies based on confidentiality level or set visibility settings. You can see employee attributes and associated viewing permissions in the "Attributes" tab of the People Settings page.

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Refer to the articles below for more information about creating and managing attributes:

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Note

Demographic attributes can be used to bring in more sensitive employee data that doesn't exist in 15Five by default: Birth date, Ethnicity, Gender, Race, & Salary. Only HR Admins can enable, populate, and view demographic attributes.

Manage features and feature settings

1-on-1s

15Five's 1-on-1s feature facilitates structured meetings that prioritize alignment and engagement by guiding discussions on priorities, challenges, and progress.

Feature-specific admin capabilities are:

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Note

Account admins cannot see 1-on-1 agendas by default. If you'd like visibility into all employee 1-on-1s, you can request to be added as a Global Viewer.

Availability

📦 1-on-1s are available in the Perform, Legacy Focus, and Total Platform pricing packages.

Best-Self Review®

15Five's Best-Self Review® facilitates a guided performance review process that focuses on performance, goals, and feedback to nurture professional growth.

Feature-specific admin capabilities are:

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"Review admin" is the highest permission when it comes to managing and creating review cycles. Account admins can be appointed as review admins by following these steps. To learn more about role options in performance reviews, check out our "Roles in a Best-Self Review® cycle" article.

Availability

📦 Best-Self Review® is available in the Perform and Total Platform pricing packages.

Career Hub

15Five's Career Hub is a simple, powerful way for managers and their team members to co-create a strengths-driven career vision that keeps employees motivated and energized.

Feature-specific admin capabilities are:

Help Center article 💡: Career Hub for admins

Availability

📦 Career Hub is available in the Perform and Total Platform pricing packages.

Check-ins

15Five Check-ins replace status reports with quick employee feedback through a few questions, taking 15 minutes to fill and 5 minutes for managers to review.

Feature-specific admin capabilities are:

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Note

Account admins cannot view employee Check-ins by default. If you'd like visibility into all employee Check-ins, you can request to be added as a Global Viewer. For additional options, check out our "Options for Check-in visibility" article.

Availability

📦 Check-ins are available in the Perform, Legacy Focus, and Total Platform pricing packages.

Engagement

15Five's Engagement feature enables organizations to create anonymous employee surveys to measure, evaluate, and enhance employee engagement.

Feature-specific admin capabilities are:

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Note

Engagement admins (i.e. HR admins) have the highest level of permissions in Engagement and can create and manage engagement campaigns and view all engagement survey results. Learn how to make someone an HR admin.

Availability

📦 Engagement is available in the Engage, Legacy Perform, and Total Platform pricing packages.

Feedback

15Five's Feedback feature allows employees to provide ad-hoc feedback to foster open communication, collaboration, and growth.

Feature-specific admin capabilities are:

Availability

📦 Feedback is available in the Perform, Legacy Focus, and Total Platform pricing packages.

High Fives

High Fives in 15Five enable employees to recognize each other's achievements and contributions through a simple and positive feedback system.

Feature-specific admin capabilities are:

Availability

📦 High Fives are available in the Perform, Legacy Focus, and Total Platform pricing packages.

Homepage

Your homepage in 15Five is your one-stop destination for a people-centric and action-oriented approach to managing your team and driving business outcomes.

Feature-specific admin capabilities are:

Help Center article 💡: Use the "Manage Actions" page

Availability

📦 The Homepage and Profile are available in all pricing packages.

HR Outcomes Dashboard and Manager Effectiveness Indicator

15Five’s HR Outcomes Dashboard and Manager Effectiveness Indicator (MEI) provide a reliable way for HR executives to consistently capture, synthesize, and present the outcomes they are measuring and working to improve: manager effectiveness, employee engagement, employee performance, and regrettable turnover. This allows HR leaders to show clear and concise data that directly links programs like employee learning and development to outcomes like employee retention, which can, in turn, be connected to business outcomes like customer satisfaction and revenue.

Feature-specific admin capabilities are:

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Note

By default, account admins and HR admins can view and interact with the HR Outcomes Dashboard. Account admins can remove access for account admins or HR admins, as well as add additional individuals they want to have access to the HR Outcomes Dashboard in configuration settings (in-app link). Read more about configuring the HR Outcomes Dashboard.

Availability

📦 The HR Outcomes Dashboard and Manager Effectiveness Indicator are available in the Total Platform pricing packages.

Objectives

15Five's Objectives feature provides a framework for setting, tracking, and aligning goals, enhancing clarity and focus towards achieving desired outcomes.

Feature-specific admin capabilities are:

Availability

📦 Objectives are available in the Perform, Legacy Focus, and Total Platform pricing packages.

Transform training & coaching

15Five's Transform is live and on-demand training and coaching for the modern manager— designed to build effective managers, highly engaged employees, and top-performing organizations. Each course and concept is backed by evidence to help your leaders and teams thrive and perform at the same time.

Feature-specific admin capabilities for on-demand training are:

Feature-specific admin capabilities for live training are:

Availability

📦 Transform is available in the Transform and Transform Accelerator pricing packages.


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