Platform permissions per coordinator role

 

In My Effectory, users can be assigned different types of coordinator roles based on their level of involvement with the platform. These roles determine access levels, influencing the settings, features, and information coordinators can view and manage.

Below you will find an overview of My Effectory's features and settings organized according to the tabs that make up the platform's navigation bar: Home, Employees, Projects, Organization. Within the Projects tab, we've created separate sections for Surveys and the Results Dashboard.

Per feature, we specify the level of access each coordinator role has. You can learn more about coordinator roles in My Effectory in this article.

 


 

Home tab

  Central coordinator Employee coordinator Project coordinator Local coordinator Result access coordinator
Can access Home tab Yes Yes Yes Yes Yes

 


 

Employees tab

  Central coordinator Employee coordinator Project coordinator Local coordinator Result access coordinator
Can access and make changes Yes Yes No No No
Can add/remove employees manually Yes Yes No No No
Can upload an employee data file Yes Yes No No No
Can delete all employee data Yes Yes No No No

 


 

Projects tab

  Central coordinator Employee coordinator Project coordinator Local coordinator Result access coordinator
Can access and adjust Project Settings Yes, in all projects No Yes, in projects they are linked to No No
Can select project participants Yes, in all projects No Yes, in projects they are linked to No No
Can set up Group Structures Yes, in all projects No Yes, in projects they are linked to No No
Can assign/remove Project Coordinators Yes, in all projects No Yes, in projects they are linked to No No
Can assign/remove Group Coordinators Yes, in all projects No Yes, in projects they are linked to Yes, in groups they are linked to No
Can see survey statuses Yes, in all projects No Yes, in projects they are linked to Can only see surveys they created No
Can see Group Participation Yes, in all projects No Yes, in projects they are linked to No No
Can see project's overall response rate* Yes, in all projects No Yes, in projects they are linked to Yes Yes
Can access Recent Files Yes, in all projects No Yes, in projects they are linked to No No

 

*The overall response rate of the project is calculated by combining the response rates of all the surveys run within the project. To find out who has access to the response rate of a specific survey, see the item Can follow response of ongoing surveys in the table below.

 

Surveys

  Central coordinator Employee coordinator Project coordinator Local coordinator Result access coordinator
Can create surveys Yes No Yes, within their projects Yes, for groups they are linked to No
Can follow response of ongoing surveys Yes, for all surveys No Yes, for all surveys within their projects Yes, for groups they are linked to Yes, for groups they are linked to
Can extend survey period Yes, for all surveys No Yes, within their projects Yes, for surveys they created No
Can distribute Printable Invitations Yes, for all surveys No Yes, within their projects Yes, for groups they are linked to No
Can adjust Results Access settings Yes, for all surveys No Yes, for all surveys within their projects Yes, for surveys they created No
Can adjust Results Release settings Yes, for all surveys No Yes, for all surveys within their projects Yes, for surveys they created No

 

Results dashboard

  Central coordinator Employee coordinator Project coordinator Local coordinator Result access coordinator
Can access and view survey results Yes, for all groups in all surveys* No Yes, for all groups in surveys within their projects*

Yes, for groups they are linked to*

Yes, for groups they are linked to*
Can access Action Planner and add/remove pins Yes, for all groups in all surveys No Yes, for all groups in surveys within their projects Yes, for groups they are linked to Yes, for groups they are linked to
Can download reports Yes, for all groups in all surveys No Yes, for all groups in surveys within their projects Yes, for groups they are linked to Yes, for groups they are linked to

*The accessibility of survey results for all coordinator types depends on the Results Release and Results Access settings configuration!

 


 

Organization tab

  Central coordinator Employee coordinator Project coordinator Local coordinator Result access coordinator
Can assign/remove Organization Coordinators Yes No No No No
Can access and adjust MFA settings Yes No No No No
Can access Integrations Marketplace & request an HRIS integration Yes No No No No
Can access and adjust Confidentiality settings Yes No No No No

 

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