Workpath offers a variety of roles that can be assigned to users. These roles help to identify users in the platform - showing, for example, the label 'Coach' next to a user. More importantly, roles give users permission to perform actions that regular users cannot.
When the right roles are granted to users, it ensures that all users can perform actions that are relevant to their position, while sensitive data is protected.
Admins have full permissions on the platform, including managing integrations. This role is recommended for system administrators to ensure a smooth integration into the IT landscape.
2. Feedback Admins (only for Feedback Module)
This role grants full permissions within the Feedback Module, but adds no permissions in the modules Goals and Check-Ins. It's therefore not listed below.
3. Program Leads
Program Leads are usually responsible for the roll-out of the program within the organization and manage the community of Coaches. They have wide-reaching permissions and can manage users and teams, set-up Goal Cycles and assign Coaches.
Coaches play an important role in making the program successful within the organization. The Coach role can be granted to users by Program Leads. Once users hold this role, they can be assigned by Program Leads to one or more teams. Also, multiple Coaches can be assigned to a team.
When assigned, Coaches can support the team in following the process (e.g. setting-up Check-ins) as well as creating and editing Goals.
Coaches cannot update the progress or status of a Goal, Key Result or Initiative. In most organizations, this is not the responsibility of the Coach, but of the members of the team. If a Coach needs to be part of the team and update the progress as well, he/she can also be added to the team as a member.
The "Coach" Role can be renamed to fit the name used in the organization. Common names include Champions, Masters, and Experts.
Granting and revoking roles
Admins and Program Leads can grant and revoke roles by navigating to the Settings > Users page and selecting the context menu icon next to a user. While Admins can assign every role, Program Leads can only grant the Program Lead and Coach roles.
Users can hold multiple roles at the same time, e.g., a Program Lead can also act as a Coach.
With roles, users get permissions in various parts on the platform: Platform-wide, per Goal, per team and for managing users.
¹ Manage includes viewing, editing and deleting
Goal permissions (click image to enlarge)
² Personal Goals can be disabled by Program Leads for the account by contacting email@example.com
³ Goal Viewers can see private Goals but not their progress
⁴ Of a Key Result or Initiative associated with the Goal
⁵ Including its Key Results, Initiatives, collaborators and relationships
Team permissions (click image to enlarge)
⁶ Managing a team includes editing the team settings, archiving/restoring the team, changing the team lead and adding and removing members
⁷ With any email whitelisted in the allowed email domains
⁸ Managing users means the user can see other users in the settings area and edit, (de-)activate or export them there as well as change their manager. Users can always edit their own profile