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 see the table below, we also recommend reading this article first - User Permissions in Winningtemp. Our user permissions system is flexible so different roles can be combined, with some exceptions for the System Administrator. Click the image below to expand it 👇🏻
System Administrator
Winningtemp plan |
All plans |
Who can assign the role? |
System Administrators |
Who is this article for? |
System Administrators |
About the role 💡
What can the System administrator do?
- 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
Assign the role ✅
Winningtemp plan |
All plans |
Who can assign the role? |
System Administrators |
Who is this article for? |
System Administrators |
About the role💡
Who is the Support?
What can the Support role manage?
- 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
Assign the role ✅
Winningtemp plan |
All plans |
Who can assign the role? |
System Administrators |
Who is this article for? |
System Administrators |
About the role💡
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?
- 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)
Assign the role ✅
Winningtemp plan |
All plans |
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, such as 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?
What can the role do?
- 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
Assign the role ✅
*Note: The manager is not an actual role but rather a permission within a group.
Winningtemp plan |
All plans |
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?
What can the Manager do?
- 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 Praise 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 ✅
- How to add a manager to a group
- How do I remove a manager from a group?
- How to grant managers access to a segment
Winningtemp plan |
All plans |
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?
What can the role do?
- 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
Assign the role ✅
Winningtemp plan |
Act, Empower, Expand* |
Who can assign the role? |
System Administrators, Support |
Who is this article for? |
System Administrators, Support |
About the role💡
Who is the People Analyst
The People Analyst role is for employees who work with people data and numbers.
What can the role do?
- View Temperature data and Analytics
- View Statistics
- Generate reports
- Including the PDF Report, Heat map export and the Engagement Report