We categorize users into the following user types in relation to another specific user:
This video explains whose profiles a line manager has access to:
In addition, there are two kinds of special user: Administrators and Moderators. In general:
While it is possible to be a Moderator but not an Administrator, it is not recommended. Instead, ensure all your Moderators are Administrators too.
|Feature / area||Unrelated user||Line manager, second sign-off or above||Administrator||Moderator|
|View user’s general profile||N||Y||Y||Y|
|Edit a user’s details (line manager, email address etc)||N||Y||Y||N|
|Issue password-reset emails||N||Y||Y||N|
|View a list of user’s direct reports||N||Y||Y||Y|
|View a list of feedback nominations for a user||N||Y||Y||Y|
|View an activity log of the user’s actions||N||N||Y||N|
|View administration warnings for a user||N||N||Y||N|
|View, add, edit and delete user’s objectives (not your own)||N||Y||N *||Y|
|View a user’s appraisal report||N||Y||N||Y|
|Edit a user’s appraisal date||N||Y||Y||Y|
|Select a user’s appraisal form, appraiser and stage||N||N||Y||Y|
|View a user’s appraisal report and feedback received||N||Y||N||Y|
|View a user's performance charts||N||Y||N||Y|
|View the Administration Center||N||N||Y||N|
|Change account settings||N||N||Y||N|
|Add new users||N||N *||Y||N|
|View organisation-wide reports on Objectives||N||N||N||Y|
|View organisation-wide reports on Ratings and Comments||N||N||N||Y|
|View organisation-wide performance charts||N||N||N||Y|
* these permissions can be modified by changing the settings for your account
You can specify that someone is an Administrator or a Moderator on their cog tab of their profile. See Editing a user.
You will only be able to make these changes if you are an Administrator or Moderator yourself.
Normally, Moderators can see all sensitive information. However you may like, in some cases, to restrict this ability for certain individuals.
For example, the Head of HR may not wish others in HR to read his or her appraisal reports. Yet, it's important that the HR team are Moderators so that they can support the employees and do the necessary reporting.
In this case, you can enable Private Profiles in Settings. Once enabled, you can mark specific users, such as the Head of HR, as Private. Do this on their Edit user tab.
When a user is marked as Private, the following happens: