Roles and results access in Engage

There are two kinds of access in 15Five's Engage feature: 1) role and 2) results access level. Employees can be given access to Engage as an employee, leader, Organization Admin, or Engagement Admin. They can also be granted full, limited, or no results access.

In this article, you will learn...


Engage roles

Employee

  • Does not have access to the Engage Portal or Engage results. Employees can be survey participants. By default, any individual contributor in 15Five is assigned as an employee in Engage.

Leader

  • Have access to the Engage Portal, and may or may not have results access depending on their assigned access level.
  • By default, any manager in 15Five is assigned as a leader in Engage. Whether or not leaders have results access by default depends on Engage settings: if you go to Settings > Assessment Settings, there is an option that says "Give leaders access to their 'Manager' and 'Hierarchy' results". If this setting is enabled, leaders will be given Limited Access. If it's disabled, leaders will sync over with "None" for their access level.

Organization Admin

  • Have access to the Engage Portal, and may or may not have results access depending on their assigned access level. Can adjust feature settings and employee and group data.
  • By default, any account admin in 15Five is assigned as an Organization Admin in Engage, even if they don't have results access.

Engagement Admin

  • Have access to the Engage Portal and full results access. The Engagement Admin has the same abilities as Organization Admins, and is also the only individual that can create and manage campaigns. There can only be one (1) Engagement Admin in an organization.
  • By default, the first 15Five account admin to click Engagement in 15Five's main, left-hand navigation is assigned the Engagement Admin role. This role can be reassigned at any point.

Results access levels

  • Full Access: Employees with full access have full visibility into company-wide results and details for all groups.
  • Limited Access: Employees with limited access will only see assessment results, feedback, and actions for the groups they have access to.
  • None: Employees with no access can manage employee and group data, but cannot see results.

Assign roles and access levels

  1. Click on the 'Settings' gear in the Engage portal to open the 'Employee List' tab.
    EngagementSettings.png
  2. Click View to the right of the employee whose role/access level you want to change.
  3. You are now on the employee's settings page. In the "Access to Engage" section, select the appropriate role from the dropdown list (Employee, Leader, Organization Admin, or Engagement Admin).
  4. If the person is a Leader or Organization Admin, you can customize their access level (None, Limited Access, or Full Access).
  5. 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.

View all employees with results access

Follow the steps below to see a full overview of which employees have results access and for whom. This will help you ensure that the right people have the right permissions.

  1. Click on the 'Settings' gear in the Engage portal to open the 'Employee List' tab.
    EngagementSettings.png
  2. Open the 'Access' tab using the top navigation bar.
  3. This list shows you all employees with Leader, Organization Admin, and Engagement Admin roles, as well as their level of results access.
Was this article helpful?
0 out of 0 found this helpful