User management

Manage your members, create groups and give permissions

Adding new members

Management of current members

Managers permissions management

Can a manager have access to their team dashboard?

Groups

Managers are a crucial asset in creating an effective feedback culture within the organization as are the ones that are permanently in contact with their teams, sharing their day to day tasks becoming the first line of defense to detect possible individual or group problems. For this reason, their collaboration with People department is essential as they can become ambassadors of Nailted promoting their team’s participation and measuring the impact that initiatives launched by People or themselves to solve an issue have. In order to perform this role, they need to have access to their team dashboard.

How to provide a manager access to their team dashboard

The first step to give a manager access to their team dashboard is providing administrator permissions. Nailted has a manager role with predefined permissions which are the ones regularly selected by companies, however if you would like to provide different permissions to the predefined for managers it is possible to customize them. There are two different methods to provide administrators permissions:

1 Through the user profile

To give administrator permissions from the user profile, follow the steps below:

  1. Go to Team and select People.

  2. Search for the user you would like to provide administrator permissions and click on it.

  3. Click on the pencil that appears next to Access Level and a new window will appear for you to choose between the different profiles manager profiles available. Bellow each one of the roles and permissions attached to it are explained:

    <aside> 💡

    Nailted recommends to provide limited access to managers in order they see only their teams.

    </aside>

    1. Once selected the profile, click on the Grant Admin access that will create the administrator in draft mode, so you can review all the settings.

    2. Next, set up the manager groups visibility on the Groups visibility tab.

      <aside> 💡

      If you have selected the Manager role on the previous step and this person has been assigned direct reports, a group containing all of them will be created automatically for your convenience.

      </aside>

      There are two types of information visibility access:

      • Full access: The user will have full visibility over the information of all the people within the organization.
      • Limited access: The user will only have visibility over the groups of people that are selected using the Groups visibility dropdown. On occasions you may not want that an administrator can filter by all the groups he has visibility over, so you can also set up which groups are filtrable using the dropdown that appears under Groups filter

    3. **Finally, click on the Invite button to invite the new administrator that will receive a notification to the added email address with the instructions to join Nailted as an administrator.

    2 From the Settings section

    To provide administrator permissions from the settings section, follow the next steps:

    1. Go to your ⚙️Settings section and click on Settings. Next, select the Admin users tab.
    2. Click on the Create new user button where you will be required to add the new administrator name, surname, email address and the language in which this person will be using the platform.
    3. Decide the type of role that you would like to apply to the user. Bellow each one of the roles and permissions attached to it are explained:

      • Admin (Full access): The user will have permissions to access all the Nailted modules.

      • Manager: The user will have limited permissions over the following Nailted modules, being able to access to the following information:

        • Custom polls: Visibility over their teams custom polls.

        • Messages: The user will be able to see and reply to their team's messages.

          <aside> ⚠️

          Nailted has some questions regarding managers, so have into account the maturity of the person over provided feedback before allowing this access.

          </aside>

        • Reviews & Check-ins: The user will be able to see and launch reviews & check-ins to their teams.

        • 1:1 meetings: The user will be able to see their team 1:1 meetings and create 1:1 templates.

          <aside> ⚠️

          The 1:1 templates created will be visible by all the administrators of the organization

          </aside>

        • Turnover rate: The user won’t have visibility over their teams turnover rate information.

        • Create groups: The user will be able to only create private groups.

        • Custom: This option allows you to provide a more customized permission to a person, being able to choose among the following possibilities:

        <aside> 💡

        </aside>

        1. You will be redirected to a new page to set up information visibility access.

        <aside> 💡

        </aside>

        There are two types of information visibility access:

        1. Finally, click on the Invite button to invite the new administrator that will receive a notification to the added email address with the instructions to join Nailted as an administrator.

        Do I need a user to be active to become an administrator?

        No, you can set up the manager configuration prior to activating your people in Nailted and invite them to the platform once you have activated them so that they can have visibility over their teams and can track them from day 1.

        To create a new administrator prior to configuration follow the steps described above in the section 2 Invite from the settings section.