{"article":{"id":18197310665362,"url":"https://winningtemp.zendesk.com/api/v2/help_center/en-gb/articles/18197310665362.json","html_url":"https://help.winningtemp.com/hc/en-gb/articles/18197310665362-Standard-roles-explained","author_id":387167576619,"comments_disabled":false,"draft":false,"promoted":false,"position":1,"vote_sum":3,"vote_count":3,"upvote_count":3,"downvote_count":0,"section_id":21585305834642,"created_at":"2024-04-09T07:53:22Z","updated_at":"2026-09-29T13:22:52Z","name":"Standard roles explained","title":"Standard roles explained","source_locale":"en-gb","locale":"en-gb","outdated":false,"outdated_locales":[],"edited_at":"2026-08-31T08:32:46Z","user_segment_id":null,"permission_group_id":32573410308498,"content_tag_ids":[],"label_names":[],"body":"

This guide walks you through the standard roles available in Winningtemp, each with its own level of visibility and access.

The table below provides an overview of these roles and their associated permissions. Before you dive in, we recommend starting with this article: User Permissions in Winningtemp. 

\"Slide1.jpg\"

\n
\n

System Administrator

\n
\n

Access and permissions

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Winningtemp planAll plans
Who can assign the role?System Administrators

\n
About the role 💡

\n
\nThe first role assigned is the System Administrator, which holds the highest level of access and visibility into all system features. They have permission to make global configurations for the organisation as a whole. 
 
\n

\n
What can the System administrator do?

\n
The System Administrator can access all pages, settings, and features in Winningtemp.
\n

 

\n
Good to know
\n
    \n
  • \nThe System administrator cannot access information regarding which user provided specific answers or who wrote an anonymous comment.
    • \n
  • \nThe System administrator has no access to whistleblower reports - Only the employee assigned as the responsible user can access the Whistleblower report.s
    • \n
  • The role of System Administrator cannot be combined with other roles.

     
    • \n
\n

Assign the role ✅

\n
Read more - Assign and edit roles\n
\n
\n
\n
\n
Support
\n
\n

Access and permissions

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Winningtemp planAll plans
Who can assign the role?System Administrators

 

\n
\n

About the role💡

\n
The support role can assist with user administration, such as deactivating users, creating new users, or assigning managers to the correct team. Has access to the same settings and tabs as the System administrator, but cannot view data such as temperature and comments.
\n
Note that the Support role has access to all users in the organisation (teams, segments, and users with no team belonging) 
\n

 

\n

Who is the Support?

\n
The support role is often assigned to a user who can assist with administrative tasks in Winningtemp.
\n

\n

What can the Support role manage?

\n
Here is what the Support role can do and access for the whole organisation:
\n
  • Manage employees & team/segments
      \n
    • Manage employees (add/edit/delete users to the teams and/or segments assigned)
      • \n
    • Assign roles (can assign all roles except the System administrator role)
      • \n
    • Create and manage subteams\n
      • \n
    • Edit Segments\n
      • \n
    • View the organisational chart\n
      • \n
    • Export users (Excel)
      • \n
    \n
\n
  • Survey - Create and administer surveys
      \n
    • Create Custom surveys (incl. Onboarding & Offboarding template)
      • \n
    • Create a question library\n
      • \n
    • View all surveys\n
      • \n
    \n
\n
    \n
  • Settings
    • Manage settings and global configuration 
    \n
    • \n
  • View and create Guided temperature meetings \n
    • \n
  • Integrations
    • View and export integration reports\n
    \n
    • \n
  • Manage Milestone templates 

     
    • \n
\n

Assign the role ✅

\n
Read more - Assign and edit roles\n
\n
\n
\n
\n
\n
Admin
\n
\n

Access and permissions

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Winningtemp planAll plans
Who can assign the role?System Administrators

\n
About the role💡

\n
The Admin administers users and can add/remove users from teams/segments. Admins cannot override the system administrator's initial setup and cannot access the settings menu. The Admin will not become a member of the assigned teams (teams and segments); instead, they will retain their status as a \"User\" and continue contributing data as before. It's also possible to assign the Admin role alone or in combination with other roles.
\n

\n

Who is the Admin?

\n

An Admin is permitted administration for parts of the organisation and is not role-specific.
 

\n

What can the role do?

\n
Here is what the Admin role can do for their assigned teams;
\n
    \n
  • Manage employees (add/edit/delete users to the teams and/or segments assigned)
    • \n
  • Add/Create and manage subteams\n
    • \n
  • Add/delete users, pause users, and exclude from Question mailing\n
    • \n
  • View the Organisational chart\n
    • \n
  • \nExport user reports (Excel)
    • \n
\n
Note: When assigning the Admin role, teams are mandatory, and segments are optional.
\n

 

\n

Assign the role ✅

\n
Read more - Assign and edit roles\n
\n
\n
\n
\n
HR leader
\n
\n
\n

Access and permissions

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Winningtemp planAll plans
Who can assign the role?System Administrators
\n
\n

\n
About the role💡

\n
\n

With the HR Leader role, you can grant access to specific parts of the organisation, such as the HR Business Partners. That way, you can ensure they only access relevant data for their part of the organisation or business unit. This may include temperature results, response rates, or sensitive comments (labelled as \"System administrators and HR only comments\") for their respective teams.

\n

The HR Leader will not become a member of the assigned teams (teams and segments).

\n
\n
 
\n

\n
Who is the HR Leader?

\n
An HR Leader can be an HRBP (HR Business Partner) responsible for the people strategy, aligning business objectives and supporting management in their business unit.
\n

\n

What can the role do?

\n
Here is what the HR Leaders can do for their assigned teams, including permissions and visibility;
\n
    \n
  • View temperature data and analytics\n
    • \n
  • Extract reports
    • Including PDF Report, Heat map export, & Engagement report (coming soon for HR Leaders)
    \n
    • \n
  • Comments
    • View and reply to comments directly to the \"System administrator and HR\" and team comments for managers.
    \n
    • \n
  • Handle escalations
    • HR Leaders are selectable contacts for the same teams and the subteams below (within the teams to which they have been assigned)
    \n
    • \n
  • Surveys
      \n
    • View all surveys, pulse and custom (under the Mailing tab), sent to the assigned teams.
      • \n
    • Create Custom surveys (including using Onboarding & Offboarding templates)
      • The user will retain view & edit access to the custom surveys created when transitioning between roles in Winningtemp
      \n
      • \n
    • Edit custom surveys (they can only edit the surveys they have created themselves).
      • \n
    • Create a question library (for the surveys they created)
      • \n
    \n
    • \n
  • Access to Insightsa | and Actions\n
    • \n
  • View and create Meetings
    • Create follow-ups, Milestones, and guided temperature meetings\n
    \n
    • \n
  • See the whole organisation in the Temperature analysis page (Heatmap)
    • \n
\n
\nNote: Multiple roles can be assigned to one user. For example, the HR Leader can also have an Admin role. 

 
\n

Assign the role ✅

\n
Read more - Assign and edit roles\n
\n
\n
\n
\n
Manager
\n
\n
\n

Access and permissions

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Winningtemp planAll plans
Who can assign the role?System Administrators, Support, and Managers (only for subteams)

\n
About the permission💡

\n

With the manager's permission, you can ensure that leaders have access to relevant temperature data, comments, and insights for their team or teams. Having a manager assigned to a team makes it easier to follow up on results and engage in continuous dialogues on improving or maintaining the temperature data. The Manager can also access 1:1 meetings, such as Follow-up or Milestone meetings.

 

\n
\n

Who is the Manager?

\n
A manager is typically a leader or an individual responsible for a department or team.

 
\n

What can the Manager do?

\n
Since the Manager permission is customisable, the permissions mentioned below depend on the manager's setup in your system. Here are the default permissions and visibility options available to Managers for their assigned teams: \n
\n
    \n
  • View Temperature data and analytics\n
    • \n
  • Extract Reports
    • Including the PDF Report, Heatmap and Engagement report
    \n
    • \n
  • Comments
    • View and reply to team comments for managers
    \n
    • \n
  • Escalations
    • Managers - in the teams above (will be listed as selectable contacts for the users)
    \n
    • \n
  • Survey
      \n
    • View/edit/create permission for their surveys\n
      • \n
    • Create Custom Surveys
      • The user will retain view & edit access to the custom surveys created when transitioning between roles in Winningtemp.
      \n
      • \n
    • Create a Question library (for their surveys).
      • Note: System administrators have permission to provide managers with Access to the question library they create.
      \n
      • \n
    • No permission to view existing surveys.
      • \n
    \n
    • \n
  • Access to Insights and Actions\n
    • \n
  • Access to Praise Engagement\n
    • \n
  • Access to Meetings
    • Create follow-ups, Milestones, and guided temperature meetings\n
    \n
    • \n
  • Administration access
    • It is possible to grant a manager one of the following permissions: \"Invite users to a team\" or \"Invite and edit users.\"
    \n
    • \n
\n

\n
Assign the role ✅

\n\n
\n
\n
\n
People Analyst
\n
\n
\n

Access and permissions

\n
\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Winningtemp planAll plans*
Who can assign the role?System Administrators and Support
\n
\n
*Plan: Standard, Pro if you are in one of Winningtemp's previous plans.
\n

\n

About the role💡

\n
The People Analyst role is designed for users who want to analyse temperature data for specific teams or segments in their business unit without accessing sensitive data such as comments and insights. The role provides a bird's-eye view of analytics and data, with the possibility to dig into further details.
\n

\n

Who is the People Analyst

\n
\n

The People Analyst role is for employees who work with people, data, and numbers.

\n

 

\n
\n

What can the role do?

\n
Here is what the People Analyst can do for their assigned teams, including permissions and visibility;
\n
    \n
  • View Temperature data and Analytics\n
    • \n
  • View Statistics\n
    • \n
  • Generate reports
    • Including the PDF Report, Heat map export and the Engagement Report 
    \n
    • \n
  • See the whole organisation in the Temperature analysis page (Heatmap)
    • \n
\n
\nNote: The people analyst cannot see comments. Multiple roles can be assigned to one user. For example, the People Analyst can also have an Admin role (not System Administrator). 
 
\n
 
\n

Assign the role ✅

\n
Read more - Assign and edit roles.
\n
\n
\n
","user_segment_ids":[]}}