After completing all user invitations in the Entity User tab, the next foundational step is to set up your administrative controls.
Entity & Employee Permissions Tab: Core Administrative Controls
This tab gives you control over the core administrative functions of your EngageRocket account. It’s where you set the foundation for secure and effective management.
Key actions include:
- Managing other users and roles, ensuring responsibilities are clearly defined within your team.
- Manage access to the permission page and the master employee list, essential for maintaining accurate and aligned employee data across your organization. Select or unselect each function to enable or disable access for each role.
*Note: All functions are always enabled for the Entity Admin role.
Survey Permissions Tab: Managing Surveys and Data Access
Your surveys hold valuable insights, and this tab ensures you can manage them with precision and confidentiality.
In this tab, you can:
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Grant permissions for creating and managing survey projects, empowering your HR team to launch and oversee initiatives smoothly.
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Control access to analytics dashboards, decide whether a user can view results for the entire organization or only for their own team. This granular control protects confidentiality while empowering leaders with insights most relevant to their scope.
With flexible permission settings, you decide who can do what, keeping collaboration smooth and data secure. Empower your team with the right level of access, ensure accuracy across your organization, and manage everything with confidence, all in one place.
If you have any questions or need further assistance, feel free to reach out to us at support@engagerocket.co We're here to help!