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...

• How to assign roles and results access levels
• How to view employee roles and results access

Assign roles and access levels

1. Click on the Settings gear in the top, right-hand corner of the Engage Portal and select 'Settings' from the dropdown menu.
   
2. You're now in the 'Employee' settings tab. From here, click View to the right of the employee whose role/access level you want to change.
   
3. 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).
   
   
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   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.

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.
   
   
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   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.

View employee roles and results access

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 the Settings gear in the top, right-hand corner of the Engage Portal and select 'Settings' from the dropdown menu.
   
2. You're now in the 'Employee' settings tab. From here, use the top navigation to open the 'Access' tab.
   
3. This list shows you all employees with Leader, Organization Admin, and Engagement Admin roles, as well as their level of results access.
   
4. Use the filter in the top, right-hand corner of the page to view specific roles.