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Managing access permissions for the performance module

Permissions help control access to the different features available within the performance module.

A clear permission structure helps keep initiatives simple, secure, and easy to manage on a daily basis.

Each organization can decide who is allowed to:

  • view initiatives;

  • launch cycles;

  • access results;

  • manage templates;

  • administer module settings.

Manager access

By default, managers have access to initiatives related to their own teams.

They can notably:

  • launch an initiative;

  • adjust participants;

  • review responses;

  • prepare follow-up conversations.

This allows managers to stay closely connected to their teams while keeping the process flexible and easy to use.

HR and administrator access

HR teams and administrators can access a broader organizational view of initiatives across the platform.

Certain permissions allow them to:

  • access all organizational results;

  • manage cycles;

  • modify 360 feedback and self-assessment templates;

  • administer the performance module.

These permissions help organizations maintain consistency while still giving managers the flexibility to adapt initiatives to their reality.

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