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Peakon
Last Updated: 2023-09-08
Example: Create a Local Administrator Access Control Group

Example: Create a Local Administrator Access Control Group

This example illustrates how to set up an Access Control group that provides local administrator access.
Your organization has multiple entities who wish to use the tool separately. A Human Resources partner from each organization needs access to:
  • View the dashboard of the entity that they manage.
  • Import and manage their employee records.
  • Configure and launch their survey.
  1. Go to the
    Access Control
     section in the
    Administration
     area.
  2. Click
    Add group
    .
  3. Name the group. Example: Local HR Leaders.
  4. In the
    Access
     section, select
    Managed employees
    .
  5. In the
    People
     section, select
    Choose manually
    .
  6. In the
    Question sets
     section, select the question sets local administrators should have access to.
  7. In the
    Settings
     section, expand
    Access statistics
    .
  8. Enable the
    Access statistics
     setting, and any other necessary settings.
  9. Expand the
    Employees
     section.
  10. Enable
    View employees
    ,
    Update employees
    ,
    Backdate employee data
    ,
    Administer employees
    ,
    Segment management access
     settings.
  11. Expand the
    Administer
     section.
  12. Enable the
    Manage schedules
     setting, and
    Manage branding
     setting, if needed.
  13. Expand and enable any necessary settings in the
    Actions
    ,
    Comments
    ,
    Notifications
    , and
    Improve
     sections.
  14. Click
    Create group
    .
Assign each local administrator the settings that they need to manage. Add the local administrators to the group and notify them.