How to invite and manage Unit Heads

Unit Heads are managers or team leaders who are given access to view survey results and participation rates for their specific unit. This article explains how to invite Unit Heads to the platform and manage their assignments in the Organisational Chart.

💡 Before you begin: A person must be registered in EngageRocket before they can be assigned as a Unit Head. If they are not yet in the system, you will need to invite them first using the 'Invite Unit Heads' button. They will need to accept the invitation and activate their account before you can assign them.

Inviting Unit Heads in bulk

1. Navigate to Employees > Organisational Chart from the top navigation bar.
2. Click 'Bulk Actions', then select 'Import Unit Heads'.
3. Download the Excel template provided.
4. Fill in the template: under the Unit Code column, enter the unique code for each unit. On the same row, fill in the email address of the Unit Head you want to assign to that unit. You can assign multiple Unit Heads to the same unit by adding additional rows with the same Unit Code.
5. Upload the completed file back into the platform via the same import page.

Each invited Unit Head will receive an email invitation to join EngageRocket. Once they accept and activate their account, they will have access to their unit's dashboard and participation data.

Managing Unit Heads for a specific unit

You can view and manage Unit Heads for any individual unit directly from the Organisational Chart using the Unit Head Drawer.

1. Find the unit on the Organisational Chart and click on the unit head count displayed on the unit's card — for example, '1 Unit Head'. This opens the Unit Head Drawer on the right side of the screen.
2. To add a Unit Head: click 'Add a Unit Head' inside the drawer. Search for the user by name or email and confirm the assignment.
3. To remove a Unit Head: click the remove icon next to their name in the drawer. They will immediately lose access to that unit's dashboard.

💡 Good to know: You can only add or remove Unit Heads from the drawer when accessing it from the main Organisational Chart tab. If you are viewing the chart as part of the 'Review' step during an import, the drawer will be view-only.

What Unit Heads can see

After being assigned, a Unit Head will have access to view the survey dashboard and participation rates for their assigned unit only. By default, they cannot see other units or organisation-wide results. Their access level can be adjusted via the Dashboard Permissions settings, see the Entity Permissions articles for more details.

Something not working?

• The user I want to assign as Unit Head is not appearing in the search — They may not be registered in EngageRocket yet. Send them an invitation first using the 'Invite Unit Heads' button and wait for them to activate their account before assigning them.
• A Unit Head says they can see more data than expected — Check their Dashboard Permissions in the Entity Permissions settings. They may have been granted 'View all respondents data' instead of 'View own team's data'.
• I assigned the wrong person as Unit Head — Open the Unit Head Drawer for that unit, click the remove icon next to the incorrect person, and then add the correct person.

Still Need Help?

If you are having trouble inviting or managing Unit Heads, Reach out to us at support@engagerocket.co and we'll be happy to assist!