Member
Members are the most common type of user and they are able to do most general functions within Leadr. Members can see things that are directly related to their interpersonal relationships, which involves most functions within Leadr.
Users with Member Access can see the content they’ve created between themselves and other users such as meeting agendas, goals, learning, feedback, action items, surveys, and reviews (if applicable).
Managers
Members who are set up as primary managers within Leadr will be able to see People Metrics, which are the scores of their entire downline, within the People tab. Managers also see their direct report's goals within their 1:1s and in the Goals Tab, as well as their downlines Goals.
Secondary Managers
Members who are set up as secondary managers within Leadr will have the ability to participate in a Review Cycle (if turned on by the Admin). But, they will not see the employee's metrics or goals. Note, that a secondary can be added to an employee's goal as a Viewer if needed.
Members have a few restrictions when it comes to meeting and feedback templates, as well as the learning library. Those restrictions are discussed in more detail below.
Areas inside Leadr
Meeting Topic Templates
Members are able to manage their own topic templates, whereas, topic templates created by other people in that person’s organization can only be managed by the author or an admin. (Only Managers within Leadr will be able to see topic templates shared by other people in the organization).
Feedback Templates
Members can see the feedback templates, but they can only manage the templates they created themselves.
Learning Library
Members can see the learning library, but they can only edit the content they contributed themselves.
Executive
In any organization, there are executives or users who need more visibility, but don’t necessarily need access to make administrative changes within Leadr.
Executives can:
See organization insights
This includes organizational data trends and people metrics for entire organization
See all non-private goals for anyone in the organization whether or not they are in their downline Note: Private goals remain inaccessible to Executives unless they are explicitly added as collaborators.
Executives cannot:
Make system or user changes
Admin
An Admin is able to do everything, but they can’t necessarily see everything. This is important because HR systems rely heavily on trust and confidentiality. Therefore, shared content between users are not visible to admins.
Admins can:
Make edits to users information in the People > Admin tab which includes:
Full name
Email address
Manager(s)
Department
User type
Invite, deactivate and import users in the People > Admin tab
Manage and edit organization-wide settings such as:
Notifications
Profile customizations (personality assessments + favorites)
Organizational clarity widget
Manage feedback templates created by anyone within the organization
Manage learning library content created by anyone within the organization
Manage meeting topic suggestions
Similar to Executives, Admins can also see the People Metric scores of anyone in the organization
Admins have total control of review cycles. This includes:
The ability to edit reviewees, reviewers and questions
Visibility into past review cycles
Creating review templates
View Insights based on the entire organization, by manager, by department, and by team
View public goals
Create public teams
Development Plans: When a user has an active plan admins are able to view the plan. Admins can view completed and closed plans
Admins cannot:
See into meetings they were not invited to
See survey responses that have not been requested by them
See feedback responses that have not been requested by them
The only exception is if the admin user is a manager who has direct reports. They can see their direct reports feedback under reflections
See learning responses that have not been requested by them
See action items that have not been assigned to or assigned by them- Access private goals unless they are explicitly added as collaborators
Limited Access
We created Limited Access accounts with volunteers and board members in mind, but as an organization, you have the power to choose who this account may be best for.
Volunteers
Someone manages them and would like to have 1:1s with them in Leadr. They collaborate with teams and we want them to participate in team meetings, but we don’t really want them to be able to ask the staff for feedback or assign learning throughout the organization.
Board Members
It might be useful to bring in Board Members for specific team meetings, but they aren’t part of the organization the same way that employees and even volunteers are.
How Limited Access Differs from a Member
Meetings - limited access users can participate in meetings, such as adding or editing topics, but they cannot create or edit their own meetings
Calendar integration - limited access users do not have the ability to create meetings so any meetings they should be a part of are created and added to Leadr by a full access user, so calendar integration would then not apply to these users. Limited access users will not have the option to connect their calendar.
Goals - limited access users can be assigned goals, but cannot create their own
Feedback - limited access users can complete feedback, but cannot request their own
Learning - limited access users can complete learnings assigned to them, but cannot assign anything to others
Action Items - limited access users can be assigned action items and marked as complete, but cannot create their own
Surveys - limited access users can complete them surveys, but cannot create them
Insight Surveys - limited access users will not be included in insight surveys
People Metrics - limited access accounts are not included in engagement or eNPS, so they will not show any results in the insights tab, but are listed on People Metrics within the People page
Reviews - limited access users cannot participate in Reviews
Development Plans - limited access users cannot participate in development plans
Teams - limited Access users cannot create teams or be the owner of teams
Can’t manage anyone (they can have a manager, but they can’t have direct reports)
If you have any questions about the different account types, feel free to reach out to your Customer Success Manager, or contact us at [email protected].