Assign administrative roles for engagement campaigns

In this article, you’ll learn what each role can do in the context of Engagement β€” and how to assign them to the right people on your team. Assigning the right administrative roles is a key step in managing your engagement strategy effectively in 15Five. Whether you’re configuring settings, managing people data, or launching campaigns, roles determine who has access to what.

This article contains the following sections:

Access and availability

⛔️ Required access to the "Manage people" page.
πŸ‘₯ This article is relevant to Account admins.
πŸ“¦ This feature is available in all pricing packages.

πŸ’‘

Tip

To see who in your organization is currently assigned to these roles, visit this page.


Administrative roles in Engagement πŸ‘₯

There are two key administrative roles in 15Five that impact how you manage and run engagement campaigns: Account Admins and HR Admins. Each plays a different but essential role in configuring and driving your engagement strategy. Learn more about roles in 15Five.

πŸ› οΈ Account Admins

Account Admins are your system-level owners. They manage company-wide configurations, billing, and user data across 15Five. In the context of Engagement, Account Admins can:

πŸ‘©β€πŸ’Ό HR Admins

HR Admins are your Engagement power users β€” typically HR or People leaders who need access to sensitive results and tools. HR Admins can:

  • Do everything Account Admins can do
  • Access all engagement results by default, including company-wide and group-level data
  • View an employee's demographic attributes (Birth date, Ethnicity, Gender, Race, & Salary)
  • Build custom surveys
  • Create and launch engagement campaigns
✏️

Note

Only Account Admins can be assigned as HR Admins.

Now that you know what each role can do, let’s walk through how to assign administrative roles in 15Five Engagement.


How to assign an administrative role πŸ§‘β€πŸ’»

  1. Click the Settings gear in the top right-hand corner of 15Five.
    Settings-Gear-25.png
  2. Select 'People' from the dropdown menu to open the 'Manage people' page.
    Settings-People.png
  3. Use the search bar on the right-hand side of the screen to search for the name of the employee who you want to assign a role to.
    Search-For-Teammate.png
  4. Click on the name of the employee to open their account settings page.
    Open-Account-Settings.png
  5. Scroll down to the 'Permissions' section of the employee's account settings page and check the box next to the roles you want to assign to them.
    Admin-Engagement-Roles.png
  6. Save your changes.
    Save.png

Was this article helpful?

We're sorry to hear that.

Please tell us why →