Administrator - Guide to Roles & Permissions

This Guide will help you to: 

• Understand the structure of access rights: Learn who can see what, and who can do what across the platform.
• Differentiate between roles: Clarify the difference between users, team members, managers, admins, and other role types.
• Assign roles appropriately: Know how to assign or adjust roles to reflect your organizational structure and responsibilities.
• Control data visibility: Ensure sensitive information is only accessible to those with the right permissions.
• Support compliance and accountability: Make sure the right people have the right access at the right time.

What is the difference between a Team Member and a User ?

• Team Member : The term team member is used in the context of HR management to refer to an employee who can be "created/managed" within the platform.
• User : The term user is more technical: it defines the type of access to the platform and the associated permissions.

A team member becomes a user only once they are invited to the platform. This article will help you to invite a user. 

What kind of roles we can find in your organization ?

For a smaller company this might be 1 person with full access to everything. For a larger company these roles might be split (eg HRBP, IT admin, HR Director) etc.

• Team Member: Has access to the different modules (e.g., Self-Scan, Conversations, Objectives), depending on the permissions granted. No access to administrative settings.
• Manager : Has access to team-related data and functionalities, such as Team Scan results, RDP, Conversations, and Objective tracking for their direct reports.
• Admin : Full access to all administrative functions, including user and role management, department structures, settings, and platform-wide configurations. Can assign roles and permissions to others.
• HRBP: Has extended access to HR-related modules (e.g., RDP, Team Scan, Succession Planning). Can view and support organizational development activities, usually across multiple teams or departments, but without full admin rights.
• IT: Limited access strictly to the Admin section for technical configuration (e.g., general settings, API integration). No access to functional modules like Team Scan, RDP, or any people-related data.
  
  
  

Understanding Permissions Categories & Types

Permissions are divided into several categories :

• General : Includes core settings management, role creation, user management, and department-level access.
  These permissions are typically assigned to Q7Leader administrators and, in some cases, to IT personnel roles (e.g., for API integration).
• Team Scan, RDP, Objectives, Campaigns, Conversations, Self-Scan & Succession Planning : Grants access to the respective modules and the specific permissions associated with each.

Within these categories, you’ll find different types of permissions :

• Manage : Grants full control over the module in the Admin section, including configuration and structural settings.
• View: Allows the user to view content within the module but not make any changes or edits.
• Access : Grants visibility of the module in the left-hand navigation menu, enabling users to open it (often used in combination with view or edit rights)
• Create: Allows the user to add new content, such as entries, records, or items within the module.
• Publish: Grants the right to make content publicly visible or available to others — for example, publishing a campaign or finalized document.
• Lock : Provides the ability to lock content or settings, preventing further changes by other users, even those with edit rights.