What is the User Management module?
The User Management module enables organization administrators to create, edit, and manage user accounts and their associated permissions within the Performance Analytics platform. It serves as the central control point for determining who has access to the organization's data and what specific parts of the platform they can view or modify.
Accessing User Management
Click the ⚙️ Settings icon in the top-right corner of any screen
Select "User Management" from the settings menu
Key Functions
Create and edit user accounts with contact information
Assign and modify detailed permission sets
Define access levels across multiple platform modules
Activate or deactivate user accounts
Manage administrator privileges
Track user statistics (total users, admin users, inactive users)
User Account Management
The User Management interface displays a table of all users in your organization, showing their names and current permission levels across various modules.
Viewing Users
The main screen shows:
User names (sorted alphabetically)
Permission status across key platform areas:
Benchmark
Basic Charts
Advanced Charts
Compensation
Tours
Organization Admin
Edit button in the Actions column
Summary statistics at the top showing total users, admin users, and a toggle to show/hide inactive users
Creating a New User
To create a new user:
Navigate to User Management (Settings > User Management)
Click the "Create User" button at the bottom of the user list
Enter required user information (marked with asterisks):
First Name
Last Name
Username
Password
Email Address
Enter optional information:
Work Phone
Ensure "Active" is selected for User Status
Click "Save User" to create the basic account
After saving contact details, configure permissions by either:
Selecting a predefined role (C-Suite, VP, Manager, User, View Only), or
Selecting "Custom" and configuring specific permissions for each module
Click "Save permissions" to apply the permission settings
Manually communicate login credentials to the new user (no automatic email is sent)
Editing an Existing User
To edit an existing user:
Locate the user in the management table
Click the "Edit" button in the Actions column
On the Edit User screen, you can modify:
Contact information (name, email, username, password, phone)
User status (active/inactive)
Permission settings
Click "Save user" to update contact information
Click "Save permissions" to update permission settings
Deactivating a User
To deactivate a user without deleting their account:
Navigate to User Management (Settings > User Management)
Click the "Edit" button for the relevant user
Change User Status from "Active" to any inactive status
Click "Save user" to update the user status
Deactivated users appear grayed out in the management table when "Show Inactive Users" is toggled on.
Permission Configuration
Org Admin
The Org Admin permission is the most powerful access level in Performance Analytics:
Full Administrative Access: Organization Admins can access and manage all settings modules (My Organization, Activity Spaces, User Management, etc.)
User Management Control: Only Organization Admins can create new users and assign or modify access to data and analytics
Critical Role: Every organization must have at least one user with Organization Admin permissions
For detailed information about this role, see Understanding Organization Admin.
Predefined Permission Profiles
The platform offers several predefined permission sets that simply the process of provisioning access to the analytics and data:
Role | Access Level |
C-Suite | Full access to all platform functions |
VP | Access to most platform functions, typically excludes admin privileges |
Manager | Access to data entry and reports, limited administrative functions |
User | Basic access to reports and data |
View Only | Report access only, no data entry capabilities |
Custom | see below |
Custom Permissions
When selecting "Custom" permissions, you can configure access for each platform area:
Module | Available Permissions |
Benchmark | All Pages, or specific page access (1A, 1B, etc.) |
Analytics | Basic Charts, Advanced Charts (with Names/Groups Only option) |
Compensation | Data Entry Note: Access to the Compensation Report can only be provisioned by an AMS Admin; email us if you need access (support [at] getperformance.com) |
Tours | User |
Organization | Admin privileges |
Important Considerations
At least one user must maintain Organization Admin privileges
There is no automatic notification to new users when accounts are created
Username must be unique across the platform
Permission changes take effect immediately without requiring users to log out
Selecting a predefined role will override any custom settings
Inactive users remain in the system but cannot access the platform
The Organization Admin permission is powerful - it grants access to all administrative settings
Troubleshooting
Issue | Cause | Solution |
Username already exists | Duplicate username | Try a different username format |
Unable to save new user | Missing required fields | Check all fields marked with asterisks are completed |
User cannot access certain modules | Incorrect permissions | Review and update permission settings for the user |
All admin users accidentally removed | No active Organization Admin | Contact support to restore admin privileges |
User unable to log in | Inactive status or incorrect credentials | Verify user status is "Active" and credentials are correct |