In this guide, you'll find details about the various standard roles available in Winningtemp, each offering different levels of visibility and access. For high-level information about our roles and permissions, we recommend reading this article first 👉🏻 User Permissions in Winningtemp

System Administrator

Winningtemp plan

Understand (or Essential) 

Who can assign the role?

System Administrators

Who is this article for?

System Administrators


About the role 💡

The 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.
 

What can the System administrator do?

The System Administrator has full access to all pages, settings, and features in Winningtemp.

However, they do not have;
  • No access to information regarding which user provided specific answers or who wrote an anonymous comment
  • Whistleblower reports - Only the employee that's been assigned as the responsible user can access Whistleblower reports

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Support

Winningtemp plan

Understand (or Essential) 

Who can assign the role?

System Administrators

Who is this article for?

System Administrators

About the role💡

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


Who is the Support?

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


What can the Support role manage?

Here is what the Support role can do and access for the whole organisation:
  • Manage Employees & Groups/Segments
    • Manage employees (add/edit/delete users to the groups and/or segments assigned)
    • Create and manage sub-groups
    • Edit Segments
    • View the organisational chart
    • Export users (Excel)
  • Survey - Create and administer surveys
    • Create Custom surveys (incl. Onboarding & Offboarding template)
    • Create question categories
    • View all surveys
  • Settings
    • Manage settings and global configuration 
  • View and create Guided temperature meetings 
 

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Admin (in Beta test)

Winningtemp plan

Understand (or Essential) 

Who can assign the role?

System Administrators

Who is this article for?

System Administrators


About the role💡

The Admin administers users and can add/remove users from groups/segments. Admins cannot override the initial setup by the System Administrator and have no access to the settings menu. The Admin will not become a member of the assigned teams (groups and segments), instead, they will retain their normal status as a "User" and contribute with data like before. It's also possible to assign the Admin role alone or in combination with other roles.



Who is the Admin?

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

What can the role do?

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

 

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HR leader (in Beta test)

Winningtemp plan

Understand (or Essential) 

Who can assign the role?

System Administrators

Who is this article for?

System Administrators


About the role💡

With the HR Leader role, you can grant access to specific parts of the organisation, for example to the HR Business Partners. That way you can ensure that they only access relevant data such as 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.

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

 


Who is the HR Leader?

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



What can the role do?

Here is what the HR Leaders can do for their assigned teams, including permissions and visibility;
  • View temperature data and analytics
  • Extract reports
    • Including, PDF Report, Heat map export & Engagement report (coming soon for HR Leaders)
  • Comments
    • View and reply to comments directly to the "System administrator and HR comments" and group comments for managers
  • Handle escalations
    • If they are in the same group and groups above (listed as selectable contacts for the users)
  • Survey
    • View/edit/create surveys (they can only view/edit the surveys they created)
    • 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

    • Create question categories (for the surveys they created)
  • Access to Insights and Actions
  • View and create Meetings
    • Create Follow Ups, Milestones, Guided temperature meetings
Note: Multiple roles can be assigned to one user. For example, the HR Leader can also have an Admin role.

 

Assign the role ✅

Manager

Note: The manager is not an actual role but rather a permission within a group.

Winningtemp plan

Understand (Essential)

Who can assign the role?

System Administrators, Support, Managers (only for sub-groups)

Who is this article for?

System Administrators, Support, Managers

About the permission💡

With the manager 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 how to improve or maintain the temperature data. The Manager also has access to 1:1 meetings such as Follow-up or Milestone meetings.


Who is the Manager?

A manager is typically a leader or an individual responsible for a department or group.


What can the Manager do?

Since the Manager permission is customisable the permissions mentioned below depend on the setup of the manager in your system. Here are the default permissions and visibility options available to Managers for their assigned teams: 
  • View Temperature data and analytics
  • Extract Report
    • Including the PDF Report and Heat map export
  • Comments
    • View and reply to group comments for managers
  • Escalations
    • Managers - in groups above (will be listed as selectable contacts for the users)
  • Survey
    • View/edit/create permission for their surveys
    • Create Custom Surveys
      • The user will retain view & edit access to the custom surveys created when transitioning between roles in Winningtemp
    • Create Question categories (for their surveys).
      • Note: System administrators have permission to provide access to Managers to question categories created by themselves.
    • No permission to view existing surveys.
  • Access to Insights and Actions
  • Access to Prase Engagement
  • Access to Meetings
    • Create Follow Ups, Milestones, Guided temperature meetings
  • Administration access
    • Possible to grant one of the following permissions for a Manager to; "Invite users to a group"; "Invite and edit users"


Assign the role ✅

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