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Excerpt

UpRaise roles are to define what data users can access and what they cannot. Also, these roles will define what actions users can/can't take when they hold a certain role. At any given time, one user can have only one role.  Let us see what type of roles are available in UpRaise and what they are all about. 

Super admin has a kind of of God-like view wherein he will have unlimited visibility into UpRaise data. Do keep in mind though, it is not mandatory to have a super admin in UpRaise.

  • Can view own profile and edit custom attributes if allowed by admin. 

  • Can view all team profiles and related data 

  • Can view org chart and user and team list if made public by admins

Impact On / Access Rights

User 

User with Company OKR permissions

Admin

Super admin

Administrative settings

NA

NA

Can make any changes in administrative settings. 

Can make any changes in administrative settings

OKRs

Can view All own OKRs and other's OKRs only if they shared. 

  • Can view All own OKRs and other's OKRs only if they shared. 

  • This is a special type of role which has permission to create/edit company OKRs, rest of the permissions are similar to user role. 

Access to OKRs which are shared with him

All OKRs are visible irrespective of whether they are shared with him or not

Continuous feedback

Can view own and share feedback in the system

Can view own and share feedback in the system

Access to feedback those are shared with him

All feedback are visible irrespective of whether they are shared with him or not

Review Forms

Can view own and shared forms

Can view own and shared forms

Access to forms that are shared with him

All forms are visible irrespective of whether they are shared with him or not

Leaves

  • Can create/cancel own leave requests 

  • Can view own and shared leave requests

  • Can view own leave balance/holidays/workweeks 

  • Can create/cancel own leave requests 

  • Can view own and shared leave requests

  • Can view own leave balance/holidays/workweeks 

Can make any changes in policies, enrollments. Access to leave requests that are shared with him.

Can make any changes in policies, enrollments. Access to all leave requests irrespective of whether they are shared with him or not.

Company directory

  • Can view own profile and edit custom attributes if allowed by admin. 

  • Can view all team profiles and related data 

  • Can view org chart and user and team list if made public by admins

  • Can view own profile and edit custom attributes if allowed by admin. 

  • Can view all team profiles and related data 

  • Can view org chart and user and team list if made public by admins

  • Can manage the entire company directory.

  • Users with this role can create, delete, edit any type of entries, records in the company directory. 

  • Can manage the entire company directory.

  • Users with this role can create, delete, edit any type of entries, records in the company directory.

Reports

NA

NA

Can create & view all reports

Can create & view all reports