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Overview: Platform Settings & Management Tools

Updated this week

Platform Settings are accessed by clicking the βš™οΈ icon in the top-right corner of any screen and selecting a module from the dropdown. The modules available to you depend on your account permissions.

Permissions by Module

Module

Who Can Access

My Organization

Org Admin

Activity Spaces

Org Admin

User Management

Org Admin

Analytics Contribution Tracker

All users can view; users with Data Inputs access can submit and re-open surveys

Organization Chart Configuration

Users with Compensation Data Inputs access

Invoices and Payments

Primary Billing Contact or Billing View Only

For a full explanation of the Org Admin role, see Understanding the Org Admin Role.

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