User Roles and Access

Pingboard offers three levels of accounts for different types of Access:

Admins can view and edit any information in Pingboard, including:

  • Create and edit Employee profiles
  • Create and edit Groups & Locations
  • Create and edit Custom Fields
  • Create, edit and organize Org Charts
  • 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 Out of Office statuses for anyone in Pingboard
  • Enable and set up Integrations (Google, Okta, Slack, etc.)
  • Edit other customizations and information in Pingboard, and give others users access
  • Access all Employee-level features
  • Change plans and billing information

Pro Users are situated in-between Admins and Employees, and have the following permissions:

  • Create and edit Planning Org Charts
  • Collaborate with other Admins and Pro Users on Planning Org Charts
  • Access all Employee-level features

Employee permissions are controlled by Admins. With default permission settings, Employees can:

  • Edit profile data such as name, birthday, contact info, etc.
  • Fill out Custom Fields
  • Join Groups and Locations
  • Create Out of Office statuses

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.

Was this article helpful?

0 out of 0 found this helpful