Permissions Glossary

GoExpand is a framework designed to help you hire and manage better no matter how large or complex your organization. That’s why the application offers a lot of access permission customizations so employees don’t get overwhelmed with too much information or information they don’t need to see. Much of these permissions are about visibility, but they also respect the Reports To structure, so keep that in mind.

To manage access permissions, you’ll need to go to Administration >> Manage Seats and Edit the Seatyou want to change permissions for. All users in that Seat will inherit the changed permissions.

Here’s a quick glossary of the permissions included in the application along with what they do and links to more information about how those features work.

For the sake of ease, there are also three pre-built tiers at the top titled: Executive-Level, Manager-Level, and Employee-Level. Click one to auto-toggle on and off the most common permissions for Seats like these and then customize them from there.

Be sure to click Save Changes at the bottom to commit your updates to the Seat.

Permissions

Permissions are grouped into four buckets. Here are the permissions available and what they mean in each of these buckets.

Basic Access

User Can Login: The Seat will have the ability to log into to the application.
User Can Be Scored: The Seat will have the ability to be scored by other users.
Edit Own Profile: The Seat will have the ability to edit their own profile.
Realtime Feedback: User will have the RealTime Feedback menu option visible to them.
View ScoreBoard: The Seat will have the ability to view the ScoreBoard for themselves and their reporting users.
View FeedackBoard: The Seat can view the FeedbackBoard for themselves and their reporting users.
View Shout-Outs: The Seat will have the ability to view Shout-Outs for themselves and their reporting users.
Team Report Card: Formerly called the “Team Report Card” this allows users to view their Team Dashboard.
View My Score: Allows the Seat to view its own score.
Coaching: Enables the “Coaching” module for this Seat.
View Categories: Enables this Seat to view Feedback and Metric categories.
Is Non-Reportable: This permission means that nobody can Report To users in this Seat and they cannot be scored.
View Drilldown: Enables visibility of the ScoreBoard Drilldown chart on the Dashboard and in the Menu.
View Performance Quadrants: Enables the visibility of the Performance/Engagement Scatter Plot on the Team Dashboard for users in this Seat.

User Management

Bulk User Upload: The Seatwill have the ability to bulk upload/update/import users for this company, IF they have permission to Manage Users.
Manage Users: The Seat will have the ability to add and edit other users.
Manage Teams: Formerly “User Groups,” this allows users in this Seat to Add, Create, and Edit Teams
View Usage Report: The Seat will have access to see the usage report which shows who logged-in and how many times.
The Accountability Chart: The Seat will have access to an interactive Org Chart, showing all reporting users.
Edit Other’s Profile: Allows users in this Seat to edit the profiles of other users in the application, regardless of Reports To structure.
Impersonate Others: The Seat with have the “Impersonate” function available in their profile menu.

Management Permissions

Manage Feedback: The Seat will have the ability to create and edit factors in the Feedback Categories in which they can score.
Manage Metrics: The Seat will have the ability to create and edit Metrics in the Metric Categories in which they can score. Metrics are not available in the Lite Edition.
Update Own Metrics: If your organization allows this in Company Settings, this permission allows the logged-in user to update the current value of their own Metrics.
Manage Seats: The Seat will have the ability to create and edit Seats.
View Masterscoreboard (Admin Level): The Seat has the ability to view the entire organization’s ScoreBoard with every active Scorecard Category. It skips the Reports To structure completely.
Manage Categories: Enables users to add and edit Metric and Feedback categories.
Manage Category Groups: Enables users to create and edit Category Groups which are used in the Drilldown Chart if there are a lot of active Metric or Feedback Categories and you want them grouped.
Company Setup (Admin Level): Allows users in this Seat to edit organization-wide settings originally created during Company Creation.
Create New Company (Super-Admin Level): Allows this Seat to create new organizations.
Manage Questions: Enables creation and editing of questions for Pulse Surveys and 1-on-1s.
Manage Bulk Metrics: Allows this user to mass update Metrics for the users that Report To them. Metrics are not available in the Lite Edition.
Manage People Analytics: Access information about all users within an organization and run reports.
Setup Wizard: Allows users (managers and up usually) to quickly setup or re-setup Metrics and hierarchy for the users that report to them. Metrics are not available in the Lite Edition.
Edit Historic Metrics: Grants users in this Seat the ability to add/edit Metrics in the meeting Scorecard backwards in history. By default, being able to “Manage Metrics” only lets the user add/edit Metrics‘ current Core Value. This permission lets them go back in time to add or update Metrics in the past.
Billing Permission: Grants the logged-in user the right to view and update payment information regarding your subscription to GoExpand.
API Setup: Allows access to create and modify Zapier integrations for your organization.
Self Review: Typically, the logged-in user is not included as an option to select themselves for Performance Reviews. Turning on this permission allows them to conduct Performance Reviews on themselves.
Manage Future Accountability Chart: Grants access to view and create Future Accountability Charts.
Access Culture & Capacity: Enables access to the Culture & Capacity Review tool.

Meetings & Rocks

There are 8 permissions for Meetings and Rocks. The rest of the visibility/permissions are handled by an invitation/acceptance system. In this way, you are invited to a Rock or a meeting and, if you accept, you can see everything included in that Rock or meeting–regardless of Reporting structure. After all, you’ve been invited to take a “seat at the table.”

Access Rocks: Enables or Disables access to any and all parts of Meetings and Rocks.
Visualize Rocks: Enables use of the Gantt chart for visualizing Rocks and updating start/end dates.
Create/Edit Meetings: Grants this Seat permission to create meetings and edit meetings they have created.
Create/Edit Rocks: Grants this Seat permission to create Rocks and edit Rocks they have created.
Create/Edit To-Dos: Grants this Seat permission to create or edit To-Dos as well as the Manager View.
Global Rock Settings: Grants this Seat permission to edit global Rock defaults, Rock templates, and high-level 1 and 3 Year Goals.
Create/Edit V/TO: Allows access to GoExpand‘s V/TO Planner tool.
Global Meeting Settings: Grants this Seat permission to edit global meeting defaults, meeting templates, and meeting segues.
Manage Meeting Attendance: The Seat will be allowed to update meeting attendance choices regardless of reporting structure.

Forms

These 6 permissions govern our Custom Survey Forms tool.

Access Forms: Grants the user access to see the tool, though they can’t make any edits to forms.
Edit Assigned Forms: Allows users to make edits to forms they have been granted specific access to edit.
View Assigned Form Reports: This permissions allows this user to view the data gathered from reports they have been assigned.
View ALL Form Reports: This admin-level permission skips any visibility requirements, allowing this user to see form data for every form in the organization.
Archive Forms: Allows users to archive forms they have been granted specific access to edit.
Delete Forms and Data: Allows users to delete forms (and all data associated) they have been granted specific access to edit.