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All CollectionsAdmin Guide: Account Setup and ConfigurationRoles & Permissions Setup
Manage roles
Manage roles

Learn how to create roles or use the default ones and how to organize the permission management by using roles.

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a year ago

Overview

Quantive Results uses role-based access control to determine the level of access for all users. It comes with a set of predefined system roles, but you can also create your own custom roles to suit your requirements.

System roles

System roles are predefined and they cannot be deleted. By default, Quantive Results comes with the following set of system roles:

  • Admin
    The Admin role has access to view and manage all parts of Quantive Results account. This includes inviting users, creating and managing roles, teams, integrations, access and manage KPIs etc.

  • Data
    The Data role can access and manage KPIs, Insightboards, insights, data, setup, and data sources.

  • User
    The User role has a limited set of permissions - it can view and manage objectives, KPIs and insight boards and view the People module.

  • Hcm
    The Human Capital Management (HCM) role has the same permission level as the User role, but, in addition, it can manage the People module.

  • View-only
    The View-only role has view-only access to OKRs and People module. Actions that can be performed are limited to creating personal filters and task filters Users in this role are not allowed to use the comments field across the system.

The following screenshot displays the predefined roles on the Manage roles page:

NOTE: By default, each new user invited to a Quantive Results account is assigned to the User role. You can change the role the user is assigned to in the Assign Role(s) field or assign them to a team in the Assign team(s) field before you send out the invite email to join your account.

Create custom roles

If you want to provide specific access to users – for example, to ensure they can only view Objectives, but cannot manage or update them, you can create a custom role and assign it the required set of permissions.

For more information, see Create roles.

Assign roles to the users

You can assign roles to users either individually or in bulk.

To assign a role to a user, perform the following:

  1. In the bottom of the navigation pane, click Settings.

  2. Under the Users section, Click the Users tab.

  3. Click the user whose roles you want to change.

  4. In the list of roles, select the roles that you want to assign to the user.


    The roles are assigned instantly.

  5. Navigate back to the Users page by clicking out of the selected users page.

To set a role for a group of users, perform the following:

  1. In the bottom of the navigation pane, click Settings.

  2. Click the Users tab.

  3. In the toolbar, click Bulk select.

  4. Select the users whose roles you want to change.

  5. Click Change roles.

  6. Select the roles and click Apply changes.

Filter users by role

Perform the following:

  1. In the bottom of the navigation pane, click Settings.

  2. Click the Users tab.

  3. In the toolbar, click Filter.

  4. To filter by one or more roles, add the selected roles in the field, if you do not see the

    option to filter by role, click the Add Filter button then select Role.

    Note: You can also filter by Name, Emails and Teams.

  5. Once the filters are selected they are automatically applied.

  6. To clear the filter, perform the same procedure, but deselect the roles.

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