Set permissions and visibility for my group

Some groups want Check-in transparency. Some groups need group-specific questions. Essentially, all groups have different needs, and we have various ways to make groups work for each group and its members. Group administrators and account administrators can add questions that are group-specific, enable or disable Priorities, and/or change visibility settings within a group. 
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Note

Only account administrators and the group administrator can adjust group settings. Account administrator can edit any group. 


Group drill-down

When should I turn on group drill-down?

Check-in visibility defaults to a natural drill-down order following your company’s hierarchy. In contrast, the drill-down setting in groups creates a forced drill-down relationship between members who would not naturally have this relationship. This setting will open up Check-in transparency so that more information can be shared if need be.

This setting is useful for leadership peers, to allow them transparency down the org for high-level discussions. Keep in mind, group drill-down takes the group member who is highest in the hierarchy and opens up their entire reporting line to all other groups members.

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Tip

You would not want to put a CEO, a VP, and a 5th level reporter in a group with group drill-down enabled. That means the 5th level reporter would be able to see everyone in the CEO and VPs reporting lines, all the way up to the CEO and VP themselves.

Correct uses of group drill-down

Example 1: CMO and CRO want visibility into Check-ins for each others' teams. In this case, we would put only the CMO and CRO in a group together and turn ON the drill down setting. 

Example 2: If Elizabeth is the project lead for a team of designers, and she works alongside a creative director on that project --- she and the director need to be engaging with downstream reports. In this case, we put only Elizabeth and the creative director in a group together and turn ON the drill down setting.

Example 3: Brad is the VP of sales. He brings in a consultant to help with sales processes. In this case, we put only Brad and the consultant in a group together and turn ON the drill down setting. 

Overall, drill-down is really valuable for ‘bridging the gap’ in teams where multiple leaders need to be involved in conversations. If you would like two people to have access into each other's Check-ins, but want no broad visibility permissions, have the two people follow each other's reports.

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Tip

The drill-down setting becomes problematic when it’s used in large orgs, mid-level, without discretion. If you are unsure as to whether or not to turn drill-down on for your group, please reach out to us at support@15five.com.

Success Center article 🗒: Create a group and/or group type

Enable Group drill-down

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Note

Only account administrators and the group administrator can edit a group. If the group does not have a group administrator, any reviewer or account administrator can edit.

1. Click on the Settings menu at the upper right corner of your 15Five account and then click People.

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2. Once on the 'People' page, click on the 'Manage groups' tab.

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3. Find the group type that houses the group you need to edit and click on it. If you are not sure what group type the group is in, you can search for the group name or a keyword. 

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4. Click into the group whose settings need to be adjusted.

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5. Then click the gear icon and Edit group.

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6. Once you are viewing the group, enable/disable the 'Group drill-down' option.

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7. Remember to save your changes! 

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Group viewing

When should I turn on group viewing?

Group viewing is a feature that enables all members of a group to view and comment on each others' Check-ins. Turning on group viewing is a good option for teams that want more visibility and collaboration—encouraging more of a forum-style conversation for generating ideas and surfacing issues. This is also a great option for a department that wants to create a transparent communication model.

Enable Group viewing

✏️

Note

Only account administrators and the group administrator can edit a group. If the group does not have a group administrator, any reviewer or account administrator can edit.

1. Click on the Settings menu at the upper right corner of your 15Five account and then click People.

Screen_Shot_2021-04-13_at_4.33.02_PM.png

2. Once on the 'People' page, click on the 'Manage groups' tab.

Screen_Shot_2021-04-14_at_9.27.38_AM.png

3. Find the group type that houses the group you need to edit and click on it. If you are not sure what group type the group is in, you can search for the group name or a keyword. For example: You could search for the group 'R&D'.

Screen_Shot_2021-04-26_at_10.05.55_AM.png

4. Click into the group whose settings need to be adjusted.

Screen_Shot_2021-04-26_at_10.06.44_AM.png

5. Then click the gear icon and Edit group.

Screen_Shot_2021-04-26_at_10.06.55_AM.png

6. Once you are viewing the group whose visibility settings need to be adjusted, enable/disable the 'Group View' option.

Screen_Shot_2021-04-26_at_10.07.21_AM.png

7. Remember to save your changes! 

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