Understand roles and permissions
Choose the right role for each user, and understand why purchased features also shape what people see.
Two things determine what a user sees in the platform: their role in your organization, and the features your organization has purchased. Get both right and “why can’t I see X” mostly disappears.
The three roles
- Individual: the default. Takes courses and assessments and sees their own progress. Most people are individuals.
- Facilitator: everything an individual has, plus the Facilitate menu: certification and workshop management. Give this to people who deliver workshops.
- Admin: everything above, plus the Admin menu: User Management, License Management, Cohorts, and Org Settings, and administration of surveys and 360 batches where licensed. Give this sparingly.
Set a user’s role when you add them, or change it later in User Management. See Add and manage users.
Survey results aren’t a role. To let someone see a PSindex survey without making them an admin, share the survey with them. See Share survey results.
Features are separate from roles
An admin in an organization that hasn’t licensed Surveys won’t see Surveys. No role can grant a feature your organization hasn’t purchased. If a whole capability (Surveys, 360 Evaluations, Hubs, Insights) is missing for everyone, that’s a licensing question, not a role question. Contact your LeaderFactor account team.