Pingboard offers three levels of access for your users:
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
Note: If you find yourself unable to find or edit something, your Admin may have chosen to limit permissions for that data.
Still need help? Let us know.