To manage user permissions, click on the Employees link on the left hand side of the Administration page. The Gear icon to the right on an employee's line in the table includes options to invite the user if they have not already been invited to log in and change their permission level using the dropdown selector.


If a user has not been invited, there will be an option to Send Invite, which will email the user the invitation to log in. Once someone has been invited, that will become an option to Resend Invite. Once a user has logged in, those options will disappear.


Note that administrators can change permission levels for others, only up to matching the permission level that they have.




Descriptions for each permission level are listed below, and also appear in the window to change permission.


Billing Administrators: Billing Administrators have access to purchase new seats of PerformYard and pay invoices. Billing Administrators also have full rights to manage and set up PerformYard. This includes access to all employee information in PerformYard including individual reviews, goals, status reports, workflows and documents.


Administrators: Administrators have full rights to manage and set up PerformYard. This includes access to all employee information in PerformYard including individual reviews, goal details, status reports, workflows and documents.


Basic Administrators: Basic Administrators can assist in setting up PerformYard through functions in the Administration section; they can add/deactivate employees, view/manage/edit all employee data fields, assign/manage workflows and manage company documents. Basic Administrators do not have access to individual employee reviews, goal details, status reports, and documents. Learn more about Basic Administrators here.


Employees: Employees can view and manage their own information (data fields, reviews, goals, status reports, to-dos, documents, recognition, notes) where enabled or permissioned. Employees have access to certain company-wide information and limited access to data/information about other employees. Where an employee is assigned as another employee's manager, they will receive additional access to information about that other employee such as that employee's reviews, status reports, goals and documents.