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Peakon
Last Updated: 2023-06-23
Create a General Access Control Group

Create a General Access Control Group

Only system administrators can create and manage access control groups.
You can create custom Access Control groups to diversify the range of access levels granted to your leaders. See Concept: General Access Control Groups to learn more about this group type.
If you need to configure user access to specific drivers, refer to Concept: Specialist Access Control Groups instead. See Concept: Access Control Permission Inheritance to understand the experience of users that are part of multiple groups.
  1. Navigate to
    Access Control
     in
    Administration
    .
  2. Click
    Add group
    .
  3. Type the group name.
  4. As you set the level of access, consider:
    Option
    Description
    Managed employees
    Provides each group member access to their already managed employees and segments. To add group members, they first need to manage employees or segments.
    All employees
    Provides company level access. The settings you enable dictate what actions the group members can perform within this scope.
    Individual
    Provides access to your own individual dashboard data.
  5. As you select how to add members to the group, consider:
    Option
    Description
    Choose manually
    Adding or removing group members manually is the most commonly used option. Due to manual effort, this option works best with smaller groups.
    Because the access control area is only available to administrators, only they can add or remove employees in such groups. This is appropriate for groups that you want to manage centrally.
    When selecting this setting, you can still automate the adding and removal of group members, by using the
    Only including
     and
    Excluding
     targeting options to link the group to a segment. As a result, Peakon will populate the group in accordance with the targeted segments. You can remove the targeting options at a later date, which differs to the
    Choose by segment
     option.
    Choose by segment
    Managing access group members through segments enables you to add or remove members from a group in bulk. This option can be useful, but not limited to, in these scenarios:
    • Managers from a specific business unit need different permissions than other same-level managers.
    • Split managers between those with and without access to view or interact with comments.
    • You need a phased roll-out of the
      Personal Dashboard
       before rolling it out fully.
    • Enable local administrators to add and remove people from an access control group securely.
    When using this method in a
    Managed employees
     type group, only users that manage a reporting line or a segment can become members of the group.
  6. (Optional) In the
    Question sets
     section, enable the question sets that users should be able to access.
    The Values functionality is part of the Engagement question set, so enable this if users should have access to the Values survey results.
  7. In the
    Settings
     section, enable the permissions that users should have. See Reference: Access Control Settings for an explanation of each setting.
You have set up your Managers group, which provides its members with access to view survey data. Local administrators, who manage their respective business unit segments, need access to upload and maintain employee records in their area.
To satisfy the need, create a new access control group. Select the
Managed employees
 access level, and
Choose manually
 for adding people to the group. In the settings, enable the same settings as the Manager group, and also enable the required settings from the
Employees
 settings section.
Now you can manually add the local administrators to this group. They’ll also remain in the standard
Managers
 group, but they be able to upload and maintain employee records due to the settings from the new group.
Add users to the group: