User Roles and Access Level Permissions

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.