Advanced User Roles and Permissions

Account Admins and Company Editors have the ability to fine-tune permissions on a per-profile basis, allowing your organization more flexibility around who can access what. For example, you may not want your Billing contact to have the ability to edit their colleague's profile or create Planning Charts. Instead, with advanced permissions, you can grant that person just Billing access. If a member of your team needs to see Reports from your account or usage data and needs access to Planning Charts, you can grant them a combination of permissions to best meet your organization's needs. 

To get started:

  1. Visit your Pingboard Account > Manage Employees section. 
  2. Search for the employee whose permissions you'd like to customize.
  3. Then select the More (...) option.
  4. Choose Change Permission.
  5. Check any combination of Additional Permissions for a standard User: 
    1. Billing permissions allow a user to update your payment method, change plans, delete your account, and enable or disable Add-Ons. 
    2. Reporting permissions allow a user to pull any Report from Pingboard and view all Analytics. 
    3. Planning permissions grant users the ability to create as many Planning Charts as they'd like as well as delete and share those with others as Collaborators. 
    4. A Company Editor is able to add Announcements, Custom Fields, and can edit any employee's profile. They will not be able to connect to a datasource sync or grant another person Admin permissions, only Admins have these privileges. 
    5. Surveys permissions allow users the ability to view, edit, and delete any surveys.
    6. Admins have full access to editing, billing, and reporting. 
  6. Don't forget to Save Changes


Note: Managers, only in relation to their direct reports, will be able to create, edit, and delete Statuses, they can create, edit, and delete one Planning Chart, they can delete Applause, and can create onboarding profiles, add and edit items, and apply checklist templates for anyone in their reporting chain. 

To review more about your advanced permissions, select Roles & Permissions


Note: Advanced user permissions is available on our Basic, Essential, and Pro Plans. To update your plan visit your Account > Billing & Plans page or reach out to our Support Team at

Note: This update will not change your existing Admin, Pro, and standard User selections if you are on a legacy plan. These roles are defined below:


User is our baseline access level and its permissions are controlled by Admins. With default permission settings, standard Users can:

  • Edit their own Profile (name, birthday, contact info, etc.)
  • View and download the Live Org Chart
  • View and comment on Planning Org Charts when added as a Collaborator on those charts
  • View the Directory and individual Profiles
  • Fill out Custom Fields
  • Join Groups and Locations
  • View and create statuses

Pro Users are situated in-between Admins and Employees. They have access to everything the Employee role has access to, plus a few extra abilities:

  • Create and edit Planning Org Charts
  • View, comment on and edit Planning Org Charts when added as a Collaborator
  • Access all Employee features

Admins have the highest level of access in your Pingboard account and can view and edit any information in Pingboard. For example, Admins can:

  • Create and edit Employee profiles
  • Create and edit Groups & Locations
  • Create and edit Custom Fields
  • Create, edit and organize Org Charts
  • Create, edit, and download Reports
  • Set view and edit permissions for Groups, Locations, and Custom Fields
  • Customize Pingboard's terminology (edit what your organization calls "Employees", etc.)
  • Create, edit, or deny statuses for anyone in Pingboard
  • Enable and set up Integrations (Google, Okta, Slack, etc.)
  • Edit other customizations and information in Pingboard, and distribute access to others
  • Access all Employee-level features
  • Change plans and billing information


Still need help? Let us know.