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Manage member roles

Written by Sunil Pandya

Member roles explained

You have three roles available for Access Employee Performance.

  • No Access: Your user with no access can't add the Goals and Objectives and Path to Great apps, and they may still be visible in the apps for other users.

    • This is the default role if you don't assign one.

  • User: Can add the Goals and Objectives and Path to Great apps.

  • Administrator: Your admin can add the Goals and Objectives and Path to Great apps, and can access the admin options on the Path to Great app

    • They can access the Access Employee Performance admin page from the nine-dot Workspace menu.


Manage member roles

As an Access Evo administrator, you can view details of product roles and manage them directly from the Members menu as well as invite users or change their roles.
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For more information on managing members and their permissions, watch the video or follow the steps below.
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📌Note: The below steps show how to make these changes to individual members. If you have multiple members to update, you can apply updates in bulk.

Click the Members Icon , then search for the relevant member.

  1. Click the three dot menu. In the Manage Roles list, select the relevant role for the chosen products.

  2. Click Save.

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