This article is for administrators.

Throughout the summer, and right up until the start of the new school year, Elevo's administrator rights will be undergoing major changes, much to your delight 🌈

Elevo's objective is clear: to give you greater flexibility, autonomy and control over user rights.

Whatever the complexity of your organization, you'll be able to harmonize permissions thanks to predefined roles, based on our in-depth knowledge of customer needs.

You'll optimize and accelerate set-up, avoiding complex and time-consuming configuration.

• 🤓 What is a role?
• 👑 How do you define the best role?
• 🚪 Which users have access to roles and permissions management?
• ⚙️ How do I set up role assignment?
• 🙋🏻‍♂️ Questions
•  

🤓 What is a role?

A role is a set of permissions that allow a user to access different actions on Elevo. These roles are essential for limiting and controlling access to functionalities or content within the tool.

Roles have been predefined to help you optimize and accelerate set-up. They are based on our in-depth knowledge of customer needs, avoiding complex and time-consuming configuration.

What are the permissions for each role?

		Global administrator	Performance administrator	Campaigns responsible	Training administrator
1:1 Reviews and 360 Feedback	Management of 1:1 and 360° templates	✅	✅	✅	❌
	Manage 1:1 reviews and 360° campaigns	✅	✅	✅	❌
	Overview of 1:1 and 360° reviews content and access to campaign exports	✅	✅	❌	❌
	Access and management of audit reports	✅	✅	✅	❌
Objectives	Management and view of objectives	✅	✅	✅	❌
People Review	View and manage peoples reviews, campaigns, exports and action plans	✅	✅	❌	❌
Training	Manage training requests, sessions, training plan, budget and export data.	✅	❌	❌	✅
Skills & career	Management of skills, matrices and their assignment to an employee	✅	✅	✅	❌
Surveys	Campaign management and results view	✅	❌	❌	❌
Users	View on users	✅	✅	✅	✅
	Admin rights management	✅	❌	❌	❌
	Create, modify and suspend users + exports	✅	❌	❌	❌
Career	Visibility on the professional background	✅	✅	✅	✅
	Visibility into remuneration data	✅	❌	❌	❌

 

👑 How do you define the best role?

Access and responsibility management on the platform is divided into three main categories, each corresponding to specific needs:

Global management

• Extended responsibility: users requiring access to all campaigns for global operations or to an entire product.
• Role: Global Administrator, Performance Administrator, Training Administrator.
• Objective: Enable strategic and operational management and decision-making at a global level.

Exceptional Management

• Specific responsibility: Users needing access to one or more specific campaigns for specific tasks.
• Role: Campaign administrator.
• Objective: Provide temporary, relevant access to certain campaigns according to specific responsibilities.

Crossroads management

• Monitoring responsibility: Managers wishing to access the results of certain campaigns for monitoring and reporting purposes, or HR administrators limited to campaign management.
• Role: Campaign manager, campaign administrator or campaign supervisor.
• Objective: Provide partial access to track team performance in specific campaigns without requiring full access.

🚪 Which users have access to roles and permissions management?

Only users with global administrator rights have access to the administrator management functionality and can modify rights and their assignment.

⚙️ How do I set up role assignment?

To access administrator rights management, go to Settings > Administrators.

This page centralizes the various roles assigned, indicating :

• the user concerned,
• the role,
• the last role update,
• and an end-of-line menu for changing or revoking the role.

Possible actions are detailed below:

• Assign global administrator role
• Assign another role
• Assign rights only on one campaign
• Modify a role
• Revoke a role

Assign a role

• Click on “Assign a role"
• Select or search for the relevant employee(s)
• Select the “Global Administrator” role from the drop-down menu
• Click on “Assign” to confirm”.

Multiples roles can be assigned to a user.

Assign rights only on one campaign

To allow greater granularity and use cases, it is possible to give administrator rights to a single campaign.

To find out more, see the documentation on this subject :

• Granting management rights for a specific 1:1 review campaign
• Granting management rights for a specific 360 feedback campaign

Modify a role

To modify an assigned role, click on the “Update XXX's role.” menu at the end of the line, then select a new role from the modal drop-down menu before confirming. Changes are effective immediately.

Revoke a role

To modify an assigned role, click on the menu at the end of the line and select “Revoke the role of ...”.

💡 Note : It is not possible to revoke all administrator rights, as at least 1 global administrator is required on Elevo.

🙋🏻‍♂️ Questions

➡️ Can I create custom roles?

No, that's not possible at the moment. We believe that setting default roles covers most of the needs that have been raised by our customers to date. We look forward to hearing your feedback on this subject, so that we can develop the functionality further if necessary.