Assign roles and results access in Engagement

There are two types of permissions in 15Five's Engagement feature: Role, which determines whether or not a person sees the Engagement feature in 15Five's main navigation, and Results access level, which determines access to engagement survey results. In this article, we'll walk through assigning roles and results access to your team.

In this article, you will learn...

Access and availability

⛔️ Required access to Engagement feature settings.
πŸ‘₯ This article is relevant to Organization Admins and Engagement Admins.
πŸ“¦ This feature is available in the Engage, Legacy Perform, and Total Platform pricing packages.


Roles and results access levels in Engagement πŸ’‘

Understanding the various roles in an engagement campaign is key to ensuring the survey runs smoothly. Since there are different levels of participation in engagement campaigns, it is important to know which roles are responsible for what and which levels of results access can access results for different groups of people. This section defines each role and its permissions in Engagement.

Roles

A person's role determines whether or not they'll see the Engagement feature in 15Five's main navigation. There are four roles in Engagement: Employee, Leader, Organization Admin, and Engagement Admin.

Employee

Employees will not see the Engagement feature in 15Five's main navigation and do not have visibility into engagement survey results. Employees can be survey participants. By default, any individual contributor in 15Five is assigned as an employee in Engagement.

πŸ’‘

Tip

Employees cannot be granted results access. If you want an employee to have access to engagement survey results for the whole company or for specific groups, you must assign them as a Leader, Organization Admin, or Engagement Admin.

Leader

Leaders will see the Engagement feature in 15Five's main navigation and may or may not have results access (depending on their assigned results access level). By default, any Manager in 15Five is assigned as a leader in Engagement.

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Note

If the "Results Access" option in Engagement feature settings is toggled on, all Leaders will have access to results for their hierarchies without needing to be assigned additional results access. That said, if someone in a leader's hierarchy is included in a targeted campaign, they won't be able to see results unless they have results access for a group that was included in the targeted campaign.

Organization Admin

Organization Admins will see the Engagement feature in 15Five's main navigation and may or may not have results access (depending on their assigned results access level). They can adjust feature settings and employee and group data. By default, any Account admin in 15Five is assigned as an Organization Admin in Engagement.

Help Center article πŸ’‘: What to expect: I'm an Organization Admin (COMING SOON!)

Engagement Admin

Part of the HR admin role. Engagement Admins will see the Engagement feature in 15Five's main navigation and have full results access for all engagement campaigns. Engagement Admins have the same abilities as Organization Admins, plus the ability to create and manage engagement campaigns.

Help Center article πŸ’‘: Manage HR admins
Help Center article πŸ’‘: What to expect: I'm an Engagement Admin (COMING SOON!)

Results access levels

A person's results access level determines their access to engagement survey results. There are three results access levels: full, limited, and none.

Full Access

Individuals with full results access have full visibility into company-wide results and details for all groups. Learn how to view organizational engagement results.

Limited Access

Individuals with limited results access have access to results and details for the groups they have results access for. Once you give someone limited access, you'll be asked to select which groups they have results access for.

In addition, they can see the following company results:

  • Response Rate
  • Engagement Score
  • Engagement Level
  • Engagement Trend/Flow
  • Engagement Driver scores

Learn how to view engagement results as a Limited Access Leader.

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Note

To have visibility into results for a targeted engagement campaign, a person must have results access for the specific groups that were targeted in the campaign. For example: A leader may have access to a person’s results (e.g. via Manager or Hierarchy groups), but if they don’t have explicit access to the targeted group(s), they won’t be able to see results.

None

Individuals with no results access cannot see results.


How to assign roles and access levels πŸ§‘β€πŸ’»

  1. Click on Engagement in 15Five's main, left-hand navigation.
    Engagement.png
  2. [HR Admins only] You'll land on the Engagement Overview page in 15Five. From here, click Go to Engage to open the Engage Portal.
    Go-To-Engage.png
  3. Click on the Settings gear in the top, right-hand corner of the Engage Portal and select 'Settings' from the dropdown menu.
    Engage-Settings-Gear.png
  4. You're now in the "Employees" section of Engagement feature settings.
    Engagement-Settings-Tabs.png
  5. Click View to the right of the employee whose role/access level you want to change.
    View.png
  6. Scroll down to the "Access to Engage" section of the employee's settings page and select the appropriate role from the dropdown list (Employee, Leader, or Organization Admin).
    Role-In-Engage.png

    ✏️

    Note

    As of January 2024, it is not possible to assign a person as an Engagement Admin in the Engage Portal. If you want a person to be able to create and manage engagement campaigns and have full results access, make them an HR Admin.

  7. If the person is a Leader or Organization Admin, you can customize their access level (None, Limited Access, or Full Access).
    Access-Level.png
  8. If you select "Limited access", you'll be asked to select the groups this individual will have results access for. Begin by selecting the segment type (the group type in 15Five), then choose the segment value (the group within the group type). Once selected, the group will be listed under "Viewable groups". Repeat this process to add additional viewable groups.
    Limited-Access-Group.png

    ✏️

    Note

    If the "Results Access" option in Organization settings is toggled on, all Leaders will have access to results for their hierarchies. They do not need to be manually assigned visibility into these individuals.


How to view employee roles and results access πŸ”

Follow the steps below to see a full overview of which employees have results access and for whom. Use this process to ensure that the right people have the right permissions.

  1. Click on Engagement in 15Five's main, left-hand navigation.
    Engagement.png
  2. [HR Admins only] You'll land on the Engagement Overview page in 15Five. From here, click Go to Engage to open the Engage Portal.
    Go-To-Engage.png
  3. Click on the Settings gear in the top, right-hand corner of the Engage Portal and select 'Settings' from the dropdown menu.
    Engage-Settings-Gear.png
  4. You're now in the "Employees" section of Engagement feature settings. From here, use the top navigation to open the 'Access' tab.
    Engage-Access-Tab.png
  5. This list shows you all employees with Leader, Organization Admin, and Engagement Admin roles, as well as their level of results access.
    View-Roles-Access.png
  6. Use the filter in the top, right-hand corner of the page to view specific roles.
    Filter-By-Role.png

Frequently Asked Questions (FAQs) ❓

Where can I access engagement survey results?

As of November 2025, individuals with results access can access new & improve engagement survey results using the Dashboard tab.

Help Center article πŸ’‘: Analyze Engagement Results using the HR Outcomes Dashboard
Help Center article πŸ’‘: View Engagement Results as a Limited Access Leader

You can also access legacy reporting options until they're sunset in early 2025.

Help Center article πŸ’‘: [Legacy] Analyze Engagement Results
Help Center article πŸ’‘: [Legacy] View Engagement Results as a Limited Access Leader

Why can't I access results for a targeted engagement campaign?

Targeted engagement campaigns allow Engagement Admins to send surveys out to specific groups of individuals within their organization. To have visibility into a results for a targeted engagement campaign, you must have results access for the specific groups that were targeted in the campaign.

For example: A leader may have access to a person’s results (e.g. via Manager or Hierarchy groups), but if they don’t have explicit access to the targeted group(s), they won’t be able to see results.

Do managers automatically have visibility into engagement results for their hierarchies?

Not by default. However, Admins can grant all leaders visibility into the engagement results of their hierarchies by toggling on the "Results Access" option in Engagement feature settings. This setting gives all Leaders access to results for their hierarchies without needing to be assigned additional results access. That said, if someone in a leader's hierarchy is included in a targeted campaign, they won't be able to see results unless they have results access for a group that was included in the targeted campaign.

What company-wide results can leaders with limited results access see?

Employees with limited access can view organization-wide Engagement Score, Response Rate, and Engagement Drivers score, but cannot apply filters when viewing results.


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