{"id":21068,"date":"2026-07-06T14:25:38","date_gmt":"2026-07-06T19:25:38","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=21068"},"modified":"2026-07-06T14:25:38","modified_gmt":"2026-07-06T19:25:38","slug":"roles-and-access-in-leadership-compass","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=21068","title":{"rendered":"Roles and Access in Leadership Compass"},"content":{"rendered":"\n<p>Leadership Compass uses roles to determine what each person can see and do inside a cohort.<\/p>\n\n\n\n<p>The main roles are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Champion<\/li>\n\n\n\n<li>Participant<\/li>\n\n\n\n<li>Leader<\/li>\n\n\n\n<li>Facilitator<\/li>\n\n\n\n<li>Admin<\/li>\n<\/ul>\n\n\n\n<p>Each role supports a different part of the Leadership Compass experience.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why roles matter<\/h2>\n\n\n\n<p>Leadership Compass includes personal reflection, leadership development work, facilitator feedback, participant progress, and final guide content.<\/p>\n\n\n\n<p>Because some of this content is private or role-specific, access must be controlled carefully.<\/p>\n\n\n\n<p>Roles help ensure that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>participants complete their own Compass<\/li>\n\n\n\n<li>leaders see appropriate progress for assigned participants<\/li>\n\n\n\n<li>facilitators support only the people or cohorts assigned to them<\/li>\n\n\n\n<li>champions manage the program without needing to complete the participant workflow<\/li>\n\n\n\n<li>admins can configure the module when needed<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Champion<\/h2>\n\n\n\n<p>The Champion is the person responsible for managing Leadership Compass inside the organization.<\/p>\n\n\n\n<p>Champions usually coordinate the program, create cohorts, assign people, and monitor progress.<\/p>\n\n\n\n<p>A Champion may be an HR leader, executive sponsor, internal coach, learning and development owner, or another person responsible for the program.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Champions can typically:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>create cohorts<\/li>\n\n\n\n<li>edit cohort settings<\/li>\n\n\n\n<li>add participants<\/li>\n\n\n\n<li>assign leaders<\/li>\n\n\n\n<li>assign facilitators<\/li>\n\n\n\n<li>review cohort progress<\/li>\n\n\n\n<li>manage cohort status<\/li>\n\n\n\n<li>help participants get started<\/li>\n\n\n\n<li>coordinate launch and follow-up<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Champions should use this role to:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>make sure the right people are in the right cohort<\/li>\n\n\n\n<li>confirm the correct pillars are enabled<\/li>\n\n\n\n<li>make sure leaders and facilitators are assigned correctly<\/li>\n\n\n\n<li>monitor whether participants are progressing<\/li>\n\n\n\n<li>help resolve access issues<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Participant<\/h2>\n\n\n\n<p>A Participant is the person completing the Leadership Compass process.<\/p>\n\n\n\n<p>Participants answer the pillar questions, review reflection cards, accept or edit their content, and build their final Leadership Compass Guide.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Participants can typically:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>enter CliftonStrengths results<\/li>\n\n\n\n<li>skip CliftonStrengths if allowed<\/li>\n\n\n\n<li>complete enabled pillars<\/li>\n\n\n\n<li>review reflection cards<\/li>\n\n\n\n<li>edit reflection cards<\/li>\n\n\n\n<li>accept reflection cards<\/li>\n\n\n\n<li>generate a Leadership Compass Guide<\/li>\n\n\n\n<li>edit, sign, and share their guide<\/li>\n\n\n\n<li>log alignment moments after completion<\/li>\n\n\n\n<li>message a facilitator if one is assigned<\/li>\n\n\n\n<li>request a check-in if that feature is available<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Participants are responsible for:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>answering honestly<\/li>\n\n\n\n<li>reviewing generated reflection cards<\/li>\n\n\n\n<li>editing content so it sounds like their voice<\/li>\n\n\n\n<li>accepting reflections when ready<\/li>\n\n\n\n<li>completing the selected pillar workflow<\/li>\n\n\n\n<li>using their Compass after the program ends<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Leader<\/h2>\n\n\n\n<p>A Leader supports a group of participants.<\/p>\n\n\n\n<p>In many organizations, leaders are managers, department heads, executives, or team leads responsible for encouraging participants through the process.<\/p>\n\n\n\n<p>A Leader may also be a Participant in the same or another cohort.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Leaders can typically:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>view assigned participant progress<\/li>\n\n\n\n<li>see which participants have started or completed pillars<\/li>\n\n\n\n<li>encourage participants<\/li>\n\n\n\n<li>understand where their group is in the process<\/li>\n\n\n\n<li>help remove obstacles to completion<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Leaders should not automatically see:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>every participant in the organization<\/li>\n\n\n\n<li>private reflections for people not assigned to them<\/li>\n\n\n\n<li>facilitator-only notes<\/li>\n\n\n\n<li>guide content unless it has been intentionally shared<\/li>\n<\/ul>\n\n\n\n<p>Leader access should be scoped to the participants or groups assigned to that leader.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Facilitator<\/h2>\n\n\n\n<p>A Facilitator supports participants through the Leadership Compass process.<\/p>\n\n\n\n<p>Facilitators may be internal or external. Some facilitators may be certified, while others may be internal coaches, consultants, HR partners, or leadership development staff.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Facilitators can typically:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>view assigned participants or cohorts<\/li>\n\n\n\n<li>review participant reflection progress<\/li>\n\n\n\n<li>provide feedback on reflection cards<\/li>\n\n\n\n<li>add notes where appropriate<\/li>\n\n\n\n<li>message participants<\/li>\n\n\n\n<li>respond to check-in requests<\/li>\n\n\n\n<li>support participants through the guide-building process<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Facilitators may be able to add:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>feedback visible to the participant<\/li>\n\n\n\n<li>private facilitator notes<\/li>\n\n\n\n<li>suggested discussion points<\/li>\n\n\n\n<li>labels such as \u201cDiscuss,\u201d \u201cStrong,\u201d or \u201cNeeds Review\u201d<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Facilitators should use this role to:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>guide participants without taking over their voice<\/li>\n\n\n\n<li>help participants refine their reflections<\/li>\n\n\n\n<li>support accountability and follow-through<\/li>\n\n\n\n<li>help leaders and participants stay aligned with the program goals<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Admin<\/h2>\n\n\n\n<p>An Admin has broader system access.<\/p>\n\n\n\n<p>Admins may enable Leadership Compass, manage organization-level settings, or help resolve setup and access problems.<\/p>\n\n\n\n<p>Depending on your organization, the Admin role may be separate from the Champion role.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Admins can typically:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>enable Leadership Compass<\/li>\n\n\n\n<li>configure module availability<\/li>\n\n\n\n<li>manage organization settings<\/li>\n\n\n\n<li>help troubleshoot user access<\/li>\n\n\n\n<li>support Champions with setup<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Can one person have more than one role?<\/h2>\n\n\n\n<p>Yes.<\/p>\n\n\n\n<p>A person may have more than one role depending on the cohort setup.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a Champion may also be a Leader<\/li>\n\n\n\n<li>a Leader may also be a Participant<\/li>\n\n\n\n<li>a Facilitator may support more than one cohort<\/li>\n\n\n\n<li>an Admin may also manage a cohort<\/li>\n\n\n\n<li>a participant may belong to one cohort while leading another group elsewhere<\/li>\n<\/ul>\n\n\n\n<p>When someone has multiple roles, their access may change based on the page they are viewing and the cohort they are working in.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What are virtual users?<\/h2>\n\n\n\n<p>A virtual user is a user record that does not count as a standard paid user in the organization.<\/p>\n\n\n\n<p>Virtual users can be useful for external facilitators, consultants, or other support roles who need access to Leadership Compass but are not regular organization members.<\/p>\n\n\n\n<p>Virtual users should still have clear role assignments and access boundaries.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What can each role see?<\/h2>\n\n\n\n<p>Exact access depends on your organization\u2019s configuration, but the general principle is:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Participants<\/h3>\n\n\n\n<p>Participants primarily see their own Compass work.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Leaders<\/h3>\n\n\n\n<p>Leaders see progress for participants assigned to them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Facilitators<\/h3>\n\n\n\n<p>Facilitators see the participants or cohorts they are assigned to support.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Champions<\/h3>\n\n\n\n<p>Champions see the cohorts they manage.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Admins<\/h3>\n\n\n\n<p>Admins may see broader configuration and setup tools.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Privacy and visibility<\/h2>\n\n\n\n<p>Leadership Compass includes personal leadership reflections, so privacy matters.<\/p>\n\n\n\n<p>A participant\u2019s work should only be visible to people who have a reason to support that participant in the program.<\/p>\n\n\n\n<p>In general:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>participants own their reflections and guide<\/li>\n\n\n\n<li>leaders should see progress, not necessarily every private reflection<\/li>\n\n\n\n<li>facilitators may review reflection cards if assigned<\/li>\n\n\n\n<li>private facilitator notes should not be visible to participants unless intentionally shared<\/li>\n\n\n\n<li>sharing the final guide should be invitation-based<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Common role setup examples<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Internal leadership cohort<\/h3>\n\n\n\n<p>A company runs Leadership Compass for twelve managers.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>HR Director: Champion<\/li>\n\n\n\n<li>Department heads: Leaders<\/li>\n\n\n\n<li>Managers: Participants<\/li>\n\n\n\n<li>Internal coach: Facilitator<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Executive team cohort<\/h3>\n\n\n\n<p>A senior team completes Leadership Compass together.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CEO or HR leader: Champion<\/li>\n\n\n\n<li>Executives: Participants<\/li>\n\n\n\n<li>External consultant: Facilitator<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Department cohort<\/h3>\n\n\n\n<p>A department leader sponsors Leadership Compass for team leads.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Department VP: Champion and Leader<\/li>\n\n\n\n<li>Team leads: Participants<\/li>\n\n\n\n<li>HR business partner: Facilitator<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">I cannot see a cohort.<\/h3>\n\n\n\n<p>You may not have been assigned to the cohort, or your role may not have access. Contact your Champion or Admin.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I can see the cohort but not the participants I expected.<\/h3>\n\n\n\n<p>You may not be assigned to those participants. Leaders and facilitators usually only see participants assigned to them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I am a facilitator but cannot access facilitator tools.<\/h3>\n\n\n\n<p>Confirm that you have been added as a Facilitator for the cohort.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I am a leader but cannot see my team.<\/h3>\n\n\n\n<p>Confirm that participants have been assigned to you as their Leader in the cohort setup.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I am a participant but cannot start a pillar.<\/h3>\n\n\n\n<p>The cohort may not be active, the pillar may not be enabled, or you may not have completed a required previous step.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I have the wrong role.<\/h3>\n\n\n\n<p>Contact your Champion or Admin and ask them to review your Leadership Compass role assignment.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices for Champions<\/h2>\n\n\n\n<p>Before launching a cohort:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>confirm every participant is assigned correctly<\/li>\n\n\n\n<li>make sure leaders are connected to the right participants<\/li>\n\n\n\n<li>assign facilitators before participants begin reflection work<\/li>\n\n\n\n<li>avoid giving broad access when scoped access is enough<\/li>\n\n\n\n<li>confirm external facilitators have the correct user setup<\/li>\n\n\n\n<li>test access from at least one participant, leader, and facilitator account when possible<\/li>\n<\/ul>\n\n\n\n<p>Good role setup makes the Leadership Compass experience clearer, safer, and easier to support.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Leadership Compass uses roles to determine what each person can see and do inside a cohort. The main roles are: Each role supports a different part of the Leadership Compass [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":21069,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[202],"tags":[203,19],"class_list":["post-21068","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leadership-compass","tag-leadership-compass","tag-roles"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21068","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=21068"}],"version-history":[{"count":1,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21068\/revisions"}],"predecessor-version":[{"id":21070,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21068\/revisions\/21070"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/21069"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21068"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21068"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21068"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}