Performance Pro - Assigning or Removing an Access Level - New Interface

This article will discuss the permissions of the various access levels and how to assign or remove them from a user.

Access Levels and Permissions

Admin Users: 

• have full site access to all appraisals and documentation
• may modify employee data, company information, Forms, and historical appraisals.
• can complete appraisals for any appraiser
• maintains product security
• are the only access level that can designate other admin users
• can import data
• update the welcome message
• has access to System Configuration and can configure all aspects of the application

Company Unit Admin (Department Admin, Location Admin, Division Admin, Routing Group Admin): 

• can modify employee data, view historical appraisals and Forms, run reports, and complete appraisals for any employee in their Company Unit
• Does not have access to System Configuration

To Assign Users to an Access Level

Click System Configuration.

From Employee Information, click Assign Access Levels.

From the Choose an Access Level dropdown, select the level to assign user(s).

Select users from the Users list then click the single right arrow button to move the user(s) to the right. 

Click Save. 

To remove a user from an access level, from the Users Selected list on the right, click the user.

Click the single left arrow button to move the user to the Users list.

Click Save.