Set User Permissions

Please note that we are in the process of replacing Filters with Attributes, so your experience may be a little different if you are using Filters.   


If you would like to get set up with Attributes early, please reach out to your Customer Success contact or our Support team.


In this article

 

    1. Overview of access level

      1. Onboard

      2. Engage

      3. Coach

      4. Retention

    2. How to edit user permissions

    3. Manage admins
    4. Manage direct reports

 

Overview of access levels

 

Different apps have different levels of access and we know this can be daunting at first. Here is a detailed explanation of each level and the functionality it unlocks when selected. 

 

Onboard

Admin 

  • Full access to grant permissions to the Onboard application.

  • Ability to add new users to TINYpulse and grant permissions to Onboard.
    Onboard menu item appears in the top navigation in TINYpulse for dashboard access.

  • View all Onboard survey responses with full access to the Dashboard, Responses, and People modules in Onboard.

  • View Onboard data for the entire organization on the Organization Health report. 

Manager: Permissions are granted automatically when they are assigned a direct report in TINYpulse who receives an Onboard survey. If there are managers who never have direct reports who are set to receive Onboard surveys, these managers will never have access to Onboard.

  • No access to grant permissions to Onboard. 

  • No access to add new users to TINYpulse. 

  • Onboard menu item appears in the top navigation in TINYpulse for dashboard access. 

  • Access to view responses in the Onboard Responses module for their direct reports only. 

Employee: Automatic permission for users who are put into the Onboard survey flow (when added to TINYpulse with the Onboard checkbox selected). 

No access: Applied for all employees who were never put into the Onboard survey flow. 

  • No access to Onboard pulse surveys.

  • No access to Onboard menu item in TINYpulse. 

 

Engage

Super Admin: This is a unique permission which also grants full access to your TINYpulse account. This access level should be reserved to as few people as possible, ideally only those who should have access to your billing info and invoices, as well as overall app permissions like your system timezone. 

  • Add new users to TINYpulse, modify user accounts, and grant permissions to Engage

  • Full access to TINYpulse account (billing, invoices, TINYgiftcard transactions, etc.)

  • Adjust organization-wide Engage settings like the Employee Portal, survey cadence, etc.

  • View Engage and Cheers data for the entire organization on the Organization Health report

  • View the full Organization Hierarchy

  • Create and manage API keys

  • All Admin and Receiver permissions

Admin

  • View and interact with all TINYpulse Engage results (Responses, Suggestions, Cheers, leaving Comments/Notes, add a Sin, create Shareback Reports, and more)

  • Manage TINYpulse surveys

  • Add new users to TINYpulse, modify user accounts, and grant permissions to Engage

  • Adjust organization-wide Engage settings like the Employee Portal, survey cadence, etc.

  • Manage Segments and Attributes

  • Add users to TINYpulse and adjust permissions to Engage

  • View Cheers data for the entire organization on the Organization Health report

  • View the full Organization Hierarchy

  • All Receiver permissions

Segment Admin: These Admins are assigned to one or many specific Segments in Manage Users. This gives them access only to those particular Segments in Engage. 

  • View and interact with TINYpulse Engage results only for the Segment(s) they have been assigned to (Responses, Suggestions, Cheers, leaving Comments/Notes, add an In-Progress item or Suggestion to the Wins Board, create Shareback Reports, and more)

  • View employee profiles of direct reports (no access to add new direct reports or edit existing direct reports’ profiles)

  • No access to add users to TINYpulse, manage Segments, Attributes, or surveys

  • All Receiver permissions

Viewer: Admins can be assigned to a specific Segment to view results or leave the segment blank to give access to view all Engage survey feedback. 

  • View feedback for specific Segments or the entire organization depending on Segment restrictions. 

  • No access to interact with feedback (cannot send private messages, leave a Comment/Note, Tag, add a Win, create a report, etc.)

  • Access is view-only

  • View employee profiles of direct reports (no access to add new direct reports or edit existing direct reports’  profiles)

  • No access to add users to TINYpulse, manage Segments, Attributes, or surveys

  • All Receiver permissions

Employee: 

  • View employee profiles of direct reports (no access to add new direct reports or edit existing direct reports’ profiles)

  • Respond to the Engage survey, send Cheers, and give suggestions

  • Access to the Employee Portal to view all Suggestions, vote, leave a Comment, view past Responses, and see a live Cheers feed (all of these options are subject to the setting the Super Admin and Admin have set)

 

Coach

Admin

  • Add new users to TINYpulse, modify user accounts, and grants Coach access to any user

  • Create saved custom questions and templates in 360 for all Coach Admins and Managers

  • Set up 1-on-1s and assign managers for their users

  • View the Admin-only reports

  • All Manager and Employee permissions

Manager

  • Set Goals for their direct reports

  • Create and view 1-on-1s for their direct reports

  • Request 360 anonymous/non-anonymous 360 feedback for direct reports

  • Create saved custom questions and templates in 360 feedback and access to Coach Admins' saved custom questions and templates

  • All Employee permissions

Employee

  • Set personal Goals

  • Respond to 1-on-1 surveys

  • Request 360 feedback for themselves

 

Retention

Due to the sensitive nature of exit data, access to this dashboard should be reserved for a very limited number of people in key roles, such as CEOs, HR, managers, etc.

 

Admin

  • Grants full access to view insights on the TINYpulse Retention dashboard 

  • View Retention data for the entire organization on the Organization Health report

No Access

  • No access to view the Retention dashboard, but Admins and Managers of other apps can enter exit data for employees who have left the company


How to edit user permission


Users and Settings
 is your one-stop shop for setting permissions for all TINYpulse apps. This article will help you understand how to grant permissions to each TINYpulse app and what each level means. 

 

(i) You must have Admin or Super Admin permissions in the TINYpulse module in which you want to grant permissions in order to elevate access of other TINYpulse users.


 

Adding a user to TINYpulse will automatically grant them the lowest level of access to each TINYpulse app, and administrators of each module can then grant them higher levels of access if needed. If your organization is a special case that does not have the full TINYpulse suite enabled, you will only see your enabled apps in the list. The images below show permissions for the suite, but the process is the same no matter your configuration.

 

Here is how you can adjust access and permissions for your TINYpulse users:

 

1. Log in to TINYpulse and go to Users and Settings by clicking the icon in the right of the top navigation. 

 

 

2. Find the user you want to grant permissions to in the All People user list. Either use the search box to search by name or scroll through the list to find them. 

 

3. Click on the three dots to the far right of the user's row in the list and select Profile

 

 

4. Scroll down to App Permissions and click on the three dots to the right of the permission you would like to edit

  

5. Assign higher permissions to the apps you wish by clicking the corresponding button.

 

 

6. Click Update to save. 


Manage Admins

 

If you are looking for a quick way to audit admin permissions, go to Users and Settings and click over to the Manage Admins tab on the main People list. Here is where you can see all users with a permission level higher than Employee and even use the filter at the top to view by specific TINYpulse app.

 


Manage direct reports


 

As an Admin, we encourage you to set up employee/manager relationships to better group people for different views of your data. Here are some ways you can establish these connections:

  • On the Invite page when adding new users to TINYpulse
  • In the employee's profile
  • In the manager's profile. 

However, you decide to associate employees with managers in TINYpulse, be aware that only users with Admin or Super Admin permissions can perform this action. Users with the below levels of access can view the profiles of direct reports that have been assigned to them in TINYpulse, but they cannot make any changes to their direct reports' profiles: 

  • Engage Segment Admin
  • Engage Viewer
  • Engage Employee

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.