1-to-1 Permissions
Overview
1-to-1 Permissions determine who can create, view, edit, and contribute to 1-to-1s, templates, and question sets. Understanding these permissions helps ensure the right people have access to the right features.
Permissions Summary
1-to-1 Templates
Action | Permitted Roles |
|---|---|
Create | Manager (any role), HR, Admin, Owner |
Edit | Creator of the template, HR, Admin, Owner |
Delete | HR, Admin, Owner |
Duplicate | Creator, HR, Admin, Owner |
Archive | Creator, HR, Admin, Owner |
Question Sets
Action | Permitted Roles |
|---|---|
Create | Manager (any role), HR, Admin, Owner |
Edit | Creator, HR, Admin, Owner |
Delete | Creator, HR, Admin, Owner |
Archive | Creator, HR, Admin, Owner |
Individual 1-to-1s
Action | Permitted Roles |
|---|---|
View (own) | Reviewee, Reviewer |
View (team) | Manager, HR, Admin, Owner |
View (all) | HR, Admin, Owner (if admin visibility enabled) |
Complete as reviewee | Assigned reviewee |
Complete as reviewer | Assigned reviewer |
Finalise | Reviewer |
Unfinalise | Admin, Owner |
Archive | HR, Admin, Owner |
Cycles
Action | Permitted Roles |
|---|---|
Create | Manager (any role), HR, Admin, Owner |
Edit | Creator, HR, Admin, Owner |
Pause/Resume | Creator, HR, Admin, Owner |
Add recipients | Creator, HR, Admin, Owner |
Delete | HR, Admin, Owner |
Special Cases
Secondary Managers
Secondary managers of teams cannot view 1-to-1s for their secondary teams. Only primary managers and those with admin-level roles can view team 1-to-1s.
HR Role
Users with the HR role have broad access to 1-to-1 data across the organisation, including:
Viewing all 1-to-1s
Managing templates and question sets
Accessing analytics and exports
Pre-requisites
Permissions are assigned through user roles. To change permissions:
User role assignments are managed in Settings → People
Company-wide visibility settings affect what certain roles can see
FAQs
Q: Can I give someone edit access to a specific template?
Currently, edit access is role-based. The creator and users with HR/Admin/Owner roles can edit.
Q: Why can't a manager see their team's 1-to-1s?
Check that manager relationships are correctly configured and visibility settings allow manager access.
Q: Can a user complete both reviewee and reviewer sections?
Only if they are both the assigned reviewee and reviewer (rare, but possible).
Troubleshooting
Issue | Solution |
|---|---|
Can't create templates | Verify you have Manager, HR, Admin, or Owner role |
Can't edit a template | Only the creator or HR/Admin/Owner can edit |
Manager can't see team 1-to-1s | Check manager relationships and visibility settings |
User can't complete 1-to-1 | Verify they are the assigned reviewee or reviewer |