Permissions: Who can add/create, edit or delete 1-to-1s, 1-to-1 templates, and 1-to-1 question sets?
In this article, you will learn who can view, add, edit & delete 1-to-1s and 1-to-1 submissions.
Creating/Adding 1-to-1 templates:
Learner who is a manager
Learner Designer who is a manager
Curator who is also a manager
Reporter who is also a manager
HR
Admin
Owner
To add a 1-to-1 you would either need to click the ‘+' icon>’1-to-1'>'Template' or by clicking the ‘Assess’ tab>'1-to-1s'>'1-to-1 templates'>'Actions'>'+Add Template'.
Editing and deleting 1-to-1 templates:
Learner - Only templates they created
Learner Designer - Only templates they created
Curator - Only templates they created
Reporter - Only templates they created
HR
Admin
Owner
To edit or delete a template you would need to click the ‘Assess’ tab>'1-to-1s'>'1-to-1 templates'>find the template to be edited or deleted>Click the 3 pips next to the template>either choose from ‘Edit template’ or ‘Delete template’.
Creating/Adding 1-to-1 question sets:
Learner who is a manager
Learner Designer who is a manager
Curator who is also a manager
Reporter who is also a manager
HR
Admin
Owner
To add a 1-to-1 you would need to click the ‘+' icon>’1-to-1'>'Question set'.
Editing and deleting 1-to-1 question sets:
Learner - Only templates they created
Learner Designer - Only templates they created
Curator - Only templates they created
Reporter - Only templates they created
HR
Admin
Owner
To edit or delete a question set you would need to click the ‘Assess’ tab>'1-to-1s'>'1-to-1 question set'>find the template to be edited or deleted>Click the 3 pips next to the question set>either choose from ‘Edit question set’ or ‘Delete question set’.
Viewing 1-to-1s:
To create a 1-to-1 template users must have the relevant system role permissions, these roles are;
Learner - Their own
Learner who is also a manager - Their own and their managed users
Learner Designer - Their own
Learner Designer who is also a manager - Their own and their managed users
Curator - Their own
Curator who is also a manager - Their own and their managed users
Reporter - Their own
Reporter who is also a manager - Their own and their managed users
HR
Admin
Owner
To view a 1-to-1 you would need to click the ‘Assess’ tab>'1-to-1s'>either click ‘My 1-to-1s’, ‘Individual’, ‘Team’ or ‘Company’.
Please note: Secondary Managers of Teams cannot see the 1-to-1s for their secondary teams. At this time, we do not have the functionality to support any other users (apart from those listed above) to be able to see 1-to-1s for secondary teams.
Assigning 1-to-1s:
To create a 1-to-1 template users must have the relevant system role permissions, these roles are;
Learner who is also a manager
Learner Designer who is also a manager
Curator who is also a manager
Reporter who is also a manager
HR
Admin
Owner
To assign a ‘1-to-1’ you would need to click the ‘Assess’ tab>'1-to-1s'>'1-to-1 templates'>find the 1-to-1 template you’d like to assign>click the 3 pips next to the template>'Assign 1-to-1'.
Contribute 1-to-1s:
Learner - Their own
Learner who is also a manager - Their own and their managed users
Learner Designer - Their own
Learner Designer who is also a manager - Their own and their managed users
Curator - Their own
Curator who is also a manager - Their own and their managed users
Reporter - Their own
Reporter who is also a manager - Their own and their managed users
HR
Admin
Owner
To contribute to a ‘1-to-1’ you would need to click the ‘Assess’ tab>'1-to-1s'>Then either ‘My 1-to-1s', ‘Individual’, ‘Team' or ‘Company’ depending on whether it’s your own 1-to-1, a 1-to-1 belonging to a member of your managed team or any member of the company.