Reference: Access Control Settings

Administering access control settings enables you to control what your users can view and perform in their assigned area. Learn about access control settings on Peakon.

Personal Dashboard

You can configure

Personal dashboard

settings in

Individual

type groups, such as Employees
. This type of group controls what survey participants can view on their personal dashboards on Peakon. Although leaders are also part of an

Individual

group, these settings relate to their experience as a survey participant.

Setting	Description
Access personal dashboard	Enables you to access your personal dashboard after submitting a survey or logging into Peakon. When disabled, Peakon displays a limited summary of your survey instead. This setting is a prerequisite for any other setting within the Personal dashboard settings group.
Organization data	Displays the company level scores for comparison to your own scores. Prerequisite permission: Access personal dashboard .
Direct manager's team scores	Displays your team scores for comparison to your own scores. Prerequisite permission: Access personal dashboard .
Data for teams above direct manager	The ability to display the scores of teams that are above your direct manager. Also displays focus areas and actions. Prerequisite permissions: Access personal dashboard and Compare to team scores .

The Direct manager's team scores
and Data for teams above direct manager
permissions provide employees with access to their team's scores across all question sets. This is something to consider if you've not provided managers with visibility to all question sets.

Access Statistics

Setting	Description
Access statistics	Displays the main statistical information on the dashboard, such as driver scores and question scores. Enables managers to access their dashboards containing the survey results of the teams they manage. This setting is a prerequisite for any other setting within the Access statistics settings group.
Access comparison of segments	Enables users to view the segment heatmap, to split their team into smaller segments and compare their scores.
Access list of employees who received the survey	Displays a list of users that Peakon surveyed in a particular dashboard context within the visibility window. When enabled, users can view this list by clicking on the employees surveyed link in the participation box.
Access restricted attributes	Controls whether restricted attributes or segments are accessible to users in this group.
Access to strengths and focus areas	Displays focus areas and focus segments to users on their dashboard and in the heat map.
Manage focus areas	Enables you to accept or dismiss recommended focus areas, and set your own focus areas.
Share dashboard with employees	Displays the share icon that enables managers to share their dashboard with their team.
Make dashboard available to public	Enables users with the Share dashboard with employees permission to extend the shareable access to users that aren't signed in.
Attrition prediction	Displays statistical predictions of employee attrition on the heatmap, to identify and address attrition risks.
View test data	Enables you to switch from real survey data to test survey data through the settings in the context switcher.
Impact	Displays the Impact page within the Analysis section, if configured by the administrator.
Curated Insights	Ability to see the Curated Insights tab within the Insights section. Curated Insights is ideal for senior leaders who need an overview of all survey results in a single view.

Employees

Setting	Description
View employees	Displays employee records in the Employees area, and provides the option to resend the survey to an individual employee. Peakon displays employee records according to the context that you’re currently viewing. This setting is a prerequisite for any other setting within the Employees settings.
View restricted attributes	Controls whether you’re able to view restricted attribute values on the employee records. This permission enables users to add people from restricted segments.
Update employees	Enables you to add or update employee records, within your assigned area. We recommend this setting for local administrators, who maintain the local employee records.
Backdate employee data	Enables backdating of data to make retroactive segment changes when updating employee records fields.
Administer employee records	Enables you to add, edit, or delete employee records within the segments you manage. Switching context to another segment updates the employee list accordingly.
Segment management access	Enables you to grant other leaders access to segments that you manage. This setting is suited to local administrators who administer employee records and grant managers access to specific segments.
Kiosk codes	Displays kiosk codes to view and download to distribute in kiosk surveys. We recommend this setting for local administrators that maintain employee records on Peakon.

Actions

Setting	Description
Access to actions	Displays actions that you or other leaders have created for the Engagement question set, when viewing the relevant dashboards. This setting is a prerequisite for any other setting within the Actions settings.
Manage actions	Enables you to create, edit, and archive actions on any dashboard you have access to, for the Engagement question set.

Comments

Setting	Description
Access driver comments	Enables you to view, filter by, and export driver question comments. Where applicable, Peakon can also display highlighted comments and topics.
Access comments in real-time	When enabled, Peakon displays comments as soon as employees submit their surveys. When disabled, members of this access control group can only view new comments after the survey round ends.
Acknowledge driver comments	Enables you to acknowledge driver question comments, and see how many times other leaders acknowledged a comment.
Access value comments	Enables you to view, filter by, and export Values question comments, where relevant.
Acknowledge value comments	Enables you to acknowledge Values question comments, and see how many times other leaders acknowledged a comment.
Access open-ended comments	Enables you to view, filter by, and export open-ended question comments.
Acknowledge open-ended comments	Enables you to acknowledge open-ended question comments, and to see how many times leaders acknowledged the comments.
Access conversations	Enables you to respond to comments and engage in dialogue with the employee, while their identity remains protected. It also enables you to participate in internal notes tagging other leaders, and to view existing conversations on the comments in your managed view.
Review detected sensitive comments in a separate view	Flags comments as sensitive and displays sensitive comments in a separate tab. When disabled, you can still view those comments, however, Peakon won't flag the comment as sensitive in your view.
Mark sensitive comments	Enables you to mark and unmark comments as sensitive. We recommend enabling this setting alongside the View sensitive comments setting, because it enables a manager to resolve false positive detections.
View comment managers	Displays the hierarchy of managers associated with the comment, starting from the direct manager. This list displays managers derived from employee type attributes. The list might not always be fully complete, with some managers not appearing for confidentiality reasons. Example: A manager only has 1 direct report, or the segment of the manager conflicts with another segment within that context.
View comments by segment	Provides the option to filter comments by specific segments.
Semantic Search	Adds the Semantic Search tab, enabling you to search for comments by their contextual meaning, rather than just keywords. This permission displays after you opt in to Semantic Search data processing in Administration Account Data Control. After opting in to Semantic Search, members of the Administrators and Senior Leaders access control groups (if they can access comments) can see the Semantic Search tab immediately.

Administrate

Members of the

Administrators

access control group, and other All employees
type groups, have access to all the

Administrate

section settings.

Access control groups with access to Managed employees
will only have these settings available:

Manage schedules
.

Manage questions
.

Delete comments
.

View manager usage metrics
.

Manage branding
.

Setting	Description
Manage segments	Ability to create, update, and delete segments, as well as add or remove managers on segments. Prerequisite settings: View employees , Update employees , and Administer employees .
Manage attributes	Ability to create, update, and delete attributes. Prerequisite settings: View employees , Update employees , Administer employees , Manage segments .
Manage schedules	Ability to create and manage schedules to send surveys. We recommend this setting for local administrators, if they need to create a custom survey schedule for their area.
Manage questions	Ability to create custom questions targeted to the context that you’re currently viewing. This setting doesn’t enable you to edit existing Company level questions if you aren’t viewing the Company level dashboard.
Delete comments	Ability to delete comments.
Manage company values	Ability to administer and edit the Values questions that Peakon measures.
Administer sensitive keywords	Ability to enable or disable the monitoring of sensitive comments and to manage the monitored keywords.
View manager usage metrics	Displays manager usage metrics for the views that you manage.
View impact metrics	View-only access to the Impact page within the Administration section.
Administer Impact metrics	Enables you to import, create, and manage impact metrics for your leaders to use. Example: Import your organization's customer satisfaction scores. Prerequisite settings: View impact metrics .
Manage branding	Ability to create and manage survey branding within the Administration section.

Notifications

Setting	Description
Receive upcoming survey reminder	Sends a reminder email about an upcoming survey round.
Receive low participation emails	Sends a low participation summary email during the round if participation is low for any of your managed views.
Receive sensitive comment notifications	Sends a notification whenever Peakon detects a sensitive comment within your managed views. This setting is only available for All employees type groups.

Improve

Setting	Description
Access micro-courses	Provides access to micro-courses in the Improve area on driver dashboards.
Manage Company Resources	Enables you to add and manage custom company resources in the Administration panel. This setting is only available for All employees type groups.
Manage Company Actions	Enables you to add and manage custom actions in the Administration panel. This setting is only available for All employees type groups.