Permission Settings

At EngageRocket, we know that control, security, and data integrity are the foundation of effective HR operations. That’s why our Permission Settings act as your central command center for managing user access with precision and confidence. With this robust feature, you can ensure every team member has exactly what they need to succeed, while you maintain full oversight.

Our Permission Settings are organized into three dedicated tabs, each focusing on a key area of user access and functionality. Together, they provide you with reliable, data-driven control over your EngageRocket account.

1. Entity Users Tab: Your People Directory

This tab is your comprehensive view of who has access to your EngageRocket account. Think of it as your people directory, a single place to manage, monitor, and update user access.

Here, you can:

• Invite new users to the platform effortlessly.
• View the status of all users Active, Pending, or Expired, for an up-to-date overview of access.
• Reassign or revoke access as your organization evolves, ensuring flexibility and security.
• Import or delete users in bulk with ease.

2. 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:

1. Managing other users and roles, ensuring responsibilities are clearly defined within your team.
2. 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.

3. 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:

• Grant permissions for creating and managing survey projects, empowering your HR team to launch and oversee initiatives smoothly.

• 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!