Managing users – Pl

Create & manage user data

Add users and update details

To add users, click on the green plus button and add user details. Ensure you have the right employee ID and email address

Click on any user to quickly edit user details

Once you’ve added users, you can invite them to set a password (which is not required if you’ve implemented Single Sign On, which you should)

💡

Performance Leader can sync with your HR or payroll system. This is a far more secure, accurate and efficient way of updating user data. It also ensures users who have left are automatically archived.

Upload files, download reviews and update financials

Click into a user account to view more information and options

Files uploaded here will be visible to users under their profile

Click on “Financials” to make quick edits. You can also bulk import financial information

Search and filter users (including admins)

Use the search bar or filter tools to sort, search and filter users

Adjust what you see by toggling columns on and off

Disable or enable accounts

Click on “inactive” option to disable an account. The user will immediately lose access to Performance Leader.

All user data is retained as per our data retention polices. Re-enabling a user (by going to “inactive” and toggling the use back on) will make user data accessible.

Manage user roles and special permissions

Below are the 3 user permission levels available and what they mean:

	Modules and functionality	User data	Use case
Super admin	Change all module, system language, logo etc	Read and write access all user data	Manage entire system
Restricted admin	Only access Reporting, Review modules and Tools.	Read and write access, restricted to specific department, roles and location	HR business partners
Leadership view	No access to modules	Read only access, scoped by department, roles and location	Team leaders, practice managers

Admin & restricted admin privileges

Select a user and click on “View full details”. Then scroll down to “Account type” to give a user Super admin or restricted admin permissions

💡

“Test accounts” are designed for testing. They don’t show up in feedback requests and are skipped when syncing live users.

Leadership views

Select a user and click on “View full details”. Then select “Roles”

Check the leadership access box to configure the scope. Select the appropriate template from the dropdown, if one does not exist, create it by going to Settings > Leadership access. Super admin access will be required to create a leadership access template.

Special user-level permissions

Select a user and click on “View full details”. Then select “Roles”

Below are a list different settings on this page and what they mean

Option	What it does
Does this user have access to create plans?	Allows users to create a new plan. This is only relevant if using Objectives and Plans.
Does this user have access to create and initiate surveys?	Users will be able to create surveys. This is only relevant if using the Survey module.
Can this user request feedback from external sources?	Users will be able to request feedback from outside the firm. This is only relevant if using the Fast Feedback module.
Should this user receive the weekly admin system activity report?	Users receive an email each week with a snapshot of activity across the entire site. It also includes a list of super admins and restricted admins.

💡

The “Weekly System Report” option sends a whole site activity report each week to the nominated user. For updates catered to managers and firm leaders, see “Monthly update” emails instead.