Workleap uses member roles to manage access and permissions across the platform. This ensures the right people can take the right actions at the right time.
Roles and permissions
Each role has different access rights based on their responsibilities. Roles apply across all Workleap features and surveys.
Administrator
Administrators have full access to the platform and all features.
They can:
Manage all users and roles.
Set up integrations, like HRIS or SSO (Single Sign-On).
Access all survey reports, including confidential surveys (e.g., Pulse Surveys, DEIB Survey reports).
View and manage 1-on-1s, Feedback, and Good Vibes.
Customize platform settings.
Note: An Administrator does not automatically have access to Team Manager dashboards unless they are also assigned as a Team Manager.
Executive
Executives have access to high-level insights to support strategic decisions.
They can:
View company-wide survey reports.
Access data from Pulse Surveys, DEIB Survey reports, and Custom Surveys.
View insights related to 1-on-1s, Feedback, and Good Vibes.
Export survey data.
Executives cannot:
Create or schedule surveys.
Manage user roles or account settings.
Team Manager
Team Managers have access to insights and tools for managing their team’s experience.
They can:
View survey results for their team.
Respond to feedback received by their team.
Access team-specific reports for Pulse Surveys and other survey types.
See Good Vibes sent or received by team members.
Facilitate and manage 1-on-1s.
Direct Manager
Direct Managers only see information about their direct reports.
They can:
View individual responses to Pulse Surveys from their team once anonymity thresholds are met.
Access team participation and engagement insights.
Manage 1-on-1s with their direct reports.
See Good Vibes exchanged within their direct team.
Collaborator
Collaborators are users with basic access. They typically do not manage others.
They have:
Read-only access to scores all teams from engagement, onboarding surveys and custom surveys.
Read-only access to comparison and 1-on-1 reports of all teams.
Collaborators cannot access survey results or manage settings.
Managing access rights
Only Administrators can assign or change roles. Assigning multiple roles to a single user is allowed. For example:
An Administrator can also be a Team Manager.
A Direct Manager can also be an Executive.
Tip: Use role combinations to tailor access for specific responsibilities.
FAQs
Can a user have more than one role?
Yes. A user can hold multiple roles, and their permissions will reflect the combined access levels.
What’s the difference between a Team Manager and a Direct Manager?
A Team Manager sees insights for an entire team or department.
A Direct Manager sees insights for only their direct reports.
Who can see individual survey responses?
Only Direct Managers can see individual responses from their direct reports, and only when anonymity thresholds are met.