{"id":10605,"date":"2021-03-05T14:25:13","date_gmt":"2021-03-05T19:25:13","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=10605"},"modified":"2025-10-23T09:07:55","modified_gmt":"2025-10-23T14:07:55","slug":"permissions-glossary","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=10605","title":{"rendered":"Permissions Glossary"},"content":{"rendered":"\n<p>SecureDB is a framework designed to help you hire and manage better no matter how large or complex your organization.  That&#8217;s why the application offers a lot of access permission customizations so employees don&#8217;t get overwhelmed with too much information or information they don&#8217;t need to see.  Much of these permissions are about visibility, but they also respect the <a href=\"https:\/\/securedb.io\/kb\/?p=353\">Reports To<\/a> structure, so keep that in mind.  <\/p>\n\n\n\n<p>To manage access permissions, you&#8217;ll need to go to <strong>Administration <\/strong>&gt;&gt; <strong>Manage role<\/strong> and <strong>Edit<\/strong> the roleyou want to change permissions for. All users in that role will inherit the changed permissions.<\/p>\n\n\n\n<p>Here&#8217;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.  <\/p>\n\n\n\n<p>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 role like these and then customize them from there.<\/p>\n\n\n\n<p>Be sure to click <strong>Save Changes<\/strong> at the bottom to commit your updates to the <a href=\"https:\/\/securedb.io\/kb\/?p=3574\" data-type=\"post\" data-id=\"3574\">role<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Permissions<\/h2>\n\n\n\n<p>Permissions are grouped into four buckets. Here are the permissions available and what they mean in each of these buckets.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Basic Access<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>User Can Login:<\/strong> The role will have the ability to log into to the application.&nbsp;<\/li>\n\n\n\n<li><strong>User Can Be Scored:<\/strong>&nbsp;The role will have the ability to be scored by other users.&nbsp;<\/li>\n\n\n\n<li><strong>Edit Own Profile:<\/strong>&nbsp;The role will have the ability to edit their own profile.<\/li>\n\n\n\n<li><strong>Realtime Factor:<\/strong> User will have the RealTime Factor menu option visible to them.<\/li>\n\n\n\n<li><strong>View ScoreBoard:<\/strong>&nbsp;The role will have the ability to view the ScoreBoard for themselves and their reporting users.&nbsp;<\/li>\n\n\n\n<li><strong>View FeedackBoard:<\/strong>&nbsp;The role can view the FactorBoard for themselves and their reporting users.&nbsp;<\/li>\n\n\n\n<li><strong>View Shout-Outs:<\/strong>&nbsp;The role will have the ability to view Shout-Outs for themselves and their reporting users.&nbsp;<\/li>\n\n\n\n<li><strong>Team Report Card:<\/strong> Formerly called the &#8220;Team Report Card&#8221; this allows users to view their Team Dashboard.<\/li>\n\n\n\n<li><strong>View My Score:<\/strong> Allows the role to view its own score.<\/li>\n\n\n\n<li><strong>Coaching<\/strong>: Enables the &#8220;Coaching&#8221; module for this role.&nbsp;<\/li>\n\n\n\n<li><strong>View Categories:<\/strong> Enables this role to view Factor and Objective categories.<\/li>\n\n\n\n<li><strong>Is Non-Reportable:<\/strong> This permission means that nobody can <a href=\"https:\/\/securedb.io\/kb\/?p=353\">Report To<\/a> users in this role and they cannot be scored.<\/li>\n\n\n\n<li><strong>View Drilldown:<\/strong> Enables visibility of the ScoreBoard Drilldown chart on the Dashboard and in the Menu.<\/li>\n\n\n\n<li><strong>View Performance Quadrants:<\/strong> Enables the visibility of the Performance\/Alignment Scatter Plot on the Team Dashboard for users in this role.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">User Management<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bulk User Upload:&nbsp;<\/strong>The rolewill have the ability to bulk upload\/update\/import users for this company, IF they have permission to Manage Users.<\/li>\n\n\n\n<li><strong>Manage Users:<\/strong>&nbsp;The role will have the ability to add and edit other users.&nbsp;<\/li>\n\n\n\n<li><strong>Manage Teams:<\/strong> Formerly &#8220;User Groups,&#8221; this allows users in this role to Add, Create, and Edit Teams<\/li>\n\n\n\n<li><strong>View Usage Report:<\/strong>&nbsp;The role will have access to see the usage report which shows who logged-in and how many times.<\/li>\n\n\n\n<li><strong>Accountability Chart:&nbsp;<\/strong>The role will have access to an <a href=\"https:\/\/securedb.io\/kb\/?p=10918\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=10918\">interactive Org Chart<\/a>, showing all reporting users.<\/li>\n\n\n\n<li><strong>Edit Other&#8217;s Profile:<\/strong> Allows users in this role to edit the profiles of other users in the application, regardless of <a href=\"https:\/\/securedb.io\/kb\/?p=353\">Reports To<\/a> structure.<\/li>\n\n\n\n<li><strong>Impersonate Others:<\/strong> The role with have the &#8220;Impersonate&#8221; function available in their profile menu.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Management Permissions<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manage Factor:<\/strong>&nbsp;The role will have the ability to create and edit factors in the Factor Categories in which they can score.&nbsp;<\/li>\n\n\n\n<li><strong>Manage Objectives:<\/strong>&nbsp;The role will have the ability to create and edit Objectives in the Objective Categories in which they can score.&nbsp;Objectives are not available in the Lite Edition.<\/li>\n\n\n\n<li><strong>Update Own <strong>Objectives<\/strong>:<\/strong> If your organization allows this in Company Settings, this permission allows the logged-in user to update the current value of their own Objectives.<\/li>\n\n\n\n<li><strong>Manage role:&nbsp;<\/strong>The role will have the ability to create and edit role.&nbsp;<\/li>\n\n\n\n<li><strong>View Masterscoreboard<\/strong>&nbsp;(Admin Level): The role has the ability to view the entire organization\u2019s ScoreBoard with every active Scorecard Category. It skips the <a href=\"https:\/\/securedb.io\/kb\/?p=353\" data-type=\"link\" data-id=\"https:\/\/manage4.https:\/\/securedb.io\/kb\/?p=353.net\/kb\/support\/company-reports-to-function\/\">Reports To<\/a> structure completely.<\/li>\n\n\n\n<li><strong>Manage Categories: <\/strong>Enables users to add and edit Objective and Factor categories.<\/li>\n\n\n\n<li><strong>Manage Category Groups:<\/strong> Enables users to create and edit Category Groups which are used in the Drilldown Chart if there are a lot of active Objective or Factor Categories and you want them grouped.<\/li>\n\n\n\n<li><strong>Company Setup<\/strong> (Admin Level): Allows users in this role to edit organization-wide settings originally created during Company Creation.<\/li>\n\n\n\n<li><strong>Create New Company<\/strong> (Super-Admin Level): Allows this role to create new organizations.<\/li>\n\n\n\n<li><strong>Manage Questions:<\/strong> Enables creation and editing of questions for Pulse Surveys and 1-on-1s.<\/li>\n\n\n\n<li><strong>Manage Bulk <strong>Objectives<\/strong><\/strong>: Allows this user to mass update Objectives for the users that Report To them. Objectives are not available in the Lite Edition.<\/li>\n\n\n\n<li><strong>Manage People Analytics:<\/strong> Access information about all users within an organization and run reports.   <\/li>\n\n\n\n<li><strong>Setup Wizard:<\/strong> Allows users (managers and up usually) to quickly setup or re-setup Objectives and hierarchy for the users that report to them. Objectives are not available in the Lite Edition.<\/li>\n\n\n\n<li><strong>Edit Historic Objectives<\/strong>: Grants users in this role the ability to add\/edit Objectives in the meeting Scorecard backwards in history. By default, being able to &#8220;Manage Objectives&#8221; only lets the user add\/edit Objectives&#8216; current Value. This permission lets them go back in time to add or update Objectives in the past.<\/li>\n\n\n\n<li><strong>Billing Permission<\/strong>: Grants the logged-in user the right to view and update payment information regarding your subscription to SecureDB.<\/li>\n\n\n\n<li><strong>API Setup<\/strong>: Allows access to create and modify Zapier integrations for your organization.<\/li>\n\n\n\n<li><strong>Self Review<\/strong>: Typically, the logged-in user is not included as an option to select themselves for Reviews. Turning on this permission allows them to conduct Reviews on themselves.<\/li>\n\n\n\n<li><strong>Manage Future Accountability Chart<\/strong>: Grants access to view and create <a href=\"https:\/\/securedb.io\/kb\/?p=17646\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=17646\">Future Accountability Charts<\/a>. <\/li>\n\n\n\n<li><strong>Access Culture &amp; Capacity:<\/strong> Enables access to the <a href=\"https:\/\/securedb.io\/kb\/?p=18014\" data-type=\"post\" data-id=\"18014\">Culture &amp; Capacity Review<\/a> tool.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Meetings &amp; Projects<\/h3>\n\n\n\n<p>There are 8 permissions for <a href=\"https:\/\/securedb.io\/kb\/?p=12688\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=12688\">Meetings and Projects<\/a>. The rest of the visibility\/permissions are handled by an invitation\/acceptance system. In this way, you are invited to a Project or a meeting and, if you accept, you can see everything included in that Project or meeting&#8211;regardless of <a href=\"https:\/\/securedb.io\/kb\/?p=353\">Reporting structure<\/a>. After all, you&#8217;ve been invited to take a &#8220;seat at the table.&#8221;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Access Projects:<\/strong> Enables or Disables access to any and all parts of <a href=\"https:\/\/securedb.io\/kb\/?p=12688\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=12688\">Meetings and Projects<\/a>.<\/li>\n\n\n\n<li><strong>Visualize Projects: <\/strong>Enables use of <a href=\"https:\/\/securedb.io\/kb\/?p=12706\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=12706\">the Gantt chart<\/a> for visualizing Projects and updating start\/end dates.<\/li>\n\n\n\n<li><strong>Create\/Edit Meetings:<\/strong> Grants this role permission to create meetings and edit meetings they have created.<\/li>\n\n\n\n<li><strong>Create\/Edit Projects: <\/strong> Grants this role permission to create Projects and edit Projects they have created.<\/li>\n\n\n\n<li><strong>Create\/Edit Tasks<\/strong>: Grants this role permission to create or edit Tasks as well as the Manager View.<\/li>\n\n\n\n<li><strong>Global Project Settings:<\/strong> Grants this role permission to edit global Project defaults, Project templates, and high-level Initiatives.<\/li>\n\n\n\n<li><strong>Create\/Edit V\/TO<\/strong>: Allows access to SecureDB&#8216;s <a href=\"https:\/\/securedb.io\/kb\/?p=17447\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=17447\"><strong>V\/TO<\/strong> Planner<\/a> tool.<\/li>\n\n\n\n<li><strong>Global Meeting Settings:<\/strong> Grants this role permission to edit global meeting defaults, meeting templates, and meeting segues.<\/li>\n\n\n\n<li><strong>Manage Meeting Attendance:<\/strong> The role will be allowed to update meeting attendance choices regardless of reporting structure.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Forms<\/h2>\n\n\n\n<p>These 6 permissions govern our <a href=\"https:\/\/securedb.io\/kb\/?p=14637\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=14637\">Custom Survey Forms<\/a> tool.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Access Forms:<\/strong> Grants the user access to see the tool, though they can&#8217;t make any edits to forms.<\/li>\n\n\n\n<li><strong>Edit Assigned Forms:<\/strong> Allows users to make edits to forms they have been granted specific access to edit.<\/li>\n\n\n\n<li><strong>View Assigned Form Reports:<\/strong> This permissions allows this user to view the data gathered from reports they have been assigned.<\/li>\n\n\n\n<li><strong>View ALL Form Reports:<\/strong> This admin-level permission skips any visibility requirements, allowing this user to see form data for every form in the organization.<\/li>\n\n\n\n<li><strong>Archive Forms:<\/strong> Allows users to archive forms they have been granted specific access to edit.<\/li>\n\n\n\n<li><strong>Delete Forms and Data:<\/strong> Allows users to delete forms (and all data associated) they have been granted specific access to edit.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Ticketing (beta)<\/h2>\n\n\n\n<p>Field service management module is still in ALPHA testing and not available to the general public, yet.<\/p>\n\n\n\n<p class=\"has-text-align-right\">Next up: <a href=\"https:\/\/securedb.io\/kb\/?p=12626&amp;brand=expand\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=12626&amp;brand=expand\">Single Sign-on<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>is a framework designed to help you hire and manage better no matter how large or complex your organization. That&#8217;s why the application offers a lot of access permission customizations [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":15468,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[36],"tags":[54],"class_list":["post-10605","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-admin","tag-advanced-settings"],"wps_subtitle":"Understanding Access Permissions","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10605","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10605"}],"version-history":[{"count":59,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10605\/revisions"}],"predecessor-version":[{"id":20158,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/10605\/revisions\/20158"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/15468"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10605"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10605"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}