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 four 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.
- Analyst — a restricted reporting role: sees only the surveys and segments they’ve been assigned, without any other admin power. See Give an analyst limited survey access.
Set a user’s role when you add them, or change it later in User Management — see Add and manage users.
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, Assessments Reporting) is missing for everyone, that’s a licensing question, not a role question. Contact your LeaderFactor account team.