There are four types of accounts within Leadr that determine what a user can see and do within the platform. The four types include Member, Executive, Admin, and Limited Access. Below is a description of each type.
Members are the most common type of user and they are able to do a lot within Leadr but are restricted from certain Admin and Executive privileges. Members can see things that are directly related to their interpersonal relationships.
They can see the content they’ve created between themselves and other users such as meeting agendas, goals, learning, feedback, tasks, and reviews. The exception is People Metrics, where members are able to see the scores of their entire downline.
Members have a few restrictions when it comes to meeting and feedback templates, as well as the learning library. Those restrictions are discussed in more detail below.
Meeting Topic Templates
Members are only able to manage their own topic templates. Topic templates created by other people in that person’s organization can only be managed by the author or an admin. Additionally, non-managers (members without direct reports) can’t see the topic templates shared by other people in the organization.
Members can see the feedback templates, but they can only manage the templates they created themselves.
Members can see the learning library, but they can only manage the content they contributed themselves.
In any organization, there are executives or users who need more visibility, but don’t necessarily need access to make administrative changes within Leadr. The main advantage Executives have is that they can see the People Metrics score of anyone within the organization. They are also able to see the goals of anyone within the organization as well.
An Admin is able to do everything, but they can’t necessarily see everything. This is important because HR systems rely heavily on trust and confidentiality. Therefore, shared content between people, such as a 1:1 meeting, is not visible to admins.
Admins are able to:
Manage user accounts: add, edit, remove, import, change the account type of users, etc.
Manage and configure any system-wide settings
Manage any org-created feedback templates
Manage any org-created learning library content
Similar to Executives, Admins can also see the People Metric scores of anyone in the organization
We created Limited Access accounts with volunteers and boards members in mind, but as an organization, you have the power to choose who this account may be best for.
Someone manages them and we want them to have 1:1s. They collaborate with teams and we want them to participate in team meetings, but we don’t really want them to be able to ask the staff for feedback or assign learning throughout the organization.
It might be useful to bring them into select team meetings, but they aren’t part of the organization the same way that employees and even volunteers are.
A Limited Access account differs from a Member account in the following ways:
Meetings - can participate in them, such as adding or editing topics, but they can't create or edit meetings
Goals - can be assigned goals, but can’t create one
Feedback - can complete, but can’t request
Learning - can complete assigned learning, but can’t assign anything to others
Tasks - can be assigned and marked as complete, but can’t create them
People Metrics - Limited access accounts don’t have scores in the People tab, and because they don't have a score, there isn't anything attached to their manager's team score. In summary, limited access accounts will not see any people metrics scores.
Can’t manage anyone (they can have a manager, but they can’t have direct reports)
If you have any questions about the Admin Dashboard, click here:
If you have any questions about the different account types, feel free to reach out to your customer success manager, or contact us at email@example.com.