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Access rights and user roles
Access rights and user roles

Learn what user types you can use in Teamspective, and what permissions those users get

Updated over a year ago

Using Teamspective usually impacts your whole organization, and produces data that may be personal and sensitive, for example pulse results and personal feedback.

While we advocate for maximal transparency to build trust between people, there are reasons to restrict user's visibility and access in certain situations.

Contents:


User Roles in Teamspective

Teamspective has 4 main user roles and 1 group related role:

πŸ‘‘ Workspace admin

The true admin users who have visibility and control of everything in Teamspective.

πŸ‘οΈ Workspace observer

This role has extensive visibility into Pulse and Feedback & Evaluations results. They do not have access to user management or any settings. They are able to launch Evaluations requests for all users. This is a perfect role for HR Business Partner.

πŸ” Workspace analyst

Has extensive access to Pulse results and comments and Organizational Network Analysis results. Doesn't have access to Feedback & Evaluations by default. They do not have access to user management or any settings. This role is perfect for a management team member or HR Analyst.

πŸ‘± Workspace member

All users who have not been given additional rights are by default Workspace members. They have access to their Groups' pulse results and comments that have been shared to Group members. They have access to their own Feedback and any Evaluations that have been published to them. They have access to their Network Profile if they take part in the ONA survey.

πŸ‘• Group admin

This role grants a Workspace member extended visibility and control, but limited to selected Groups only. They can manage group members and create new groups. They have visibility to all sub-group pulse results, and comments that have been shared to group admin or group members. This is a good role for team leads and function heads.


Overview of User Rights

Area

πŸ‘‘ Workspace admin

πŸ‘οΈ Workspace observer

πŸ”Ž Workspaceanalyst

πŸ‘”

Group admin

πŸ‘¨β€πŸ’Ό Workspace member

User control

Full access.

No access

No access

Can create and manage groups. Can manage pulse participation.

No access

Workspace settings

Full access.

Only personal settings.

Only personal settings.

Only personal settings.

Only personal settings.

Pulse results & comments

Full access.

Full access.

Full access.

All and Group + sub-group results. Comments that are shared to group admin or group members.

All and Group results. Comments that are shared to group memebers.

Feedback

Full access - except can only view Feedback which has been shared with them.

Full access - except can only view Feedback which has been shared with them.

Can request, view and share Feedback which they have received.

Can request, view and share Feedback which they have received. May see feedback statistics page for group.

Can request, view and share Feedback which they have received.

Evaluations

Full access - except for unpublished personal Evaluations.

Full access - except for unpublished personal Evaluations.

Evaluations that have been published to them. Additional rights when given permission.

Evaluations that have been published to them.

Additional rights when given permission.

Evaluations that have been published to them.

Additional rights when given permission.

ONA

Full access

Access to results.

Access to results.

Access to personal network profile.

Access to personal network profile.


Managing User Roles

Main user roles can be managed in Member management:

Group admin role can be managed in Group management:


Evaluations Permissions

The rights to request, view, moderate and publish an individual's Evaluations need to be managed separately.

This can be done on the Evaluations Permissions page where you:

  1. select the individuals who should have rights over others' Evaluations (left column), and

  2. the individuals whose Evaluations should be visible to this specific person (right column).

⚠️ These Permissions do NOT update automatically if someone changes Groups.

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