Roles and privileges

An organisation and its groups – departments, projects and activity groups – can be viewed as a single graph or tree. The roles and privileges are generally group-based and the privileges run down the tree. That means that if you have the role of Manager in the department, you have viewing and modifying privileges in all the departments, projects and activity groups “below” that department. You can't see "upward" (exept if you have the HR manager or organisation administrator privileges).

The options for adding roles in groups are:
  • organisation – Administrator, Manager, HR Manager
  • department – Administrator, Manager, HR Manager, Organisation Administrator
  • project – Administrator, Project Manager, Person responsible for project
  • activity group – Administrator
  • professional group – Administrator

Viewing and adding roles takes place from the RIGHTS tab on the group profile. All of the group members will automatically be displayed and you can assign the appropriate role for each person.

That means that for viewing the Manager, HR Manager and Administrators of the organisation you must go to the organisation profile; for viewing the roles in the departments, you must go to the department profile.

Organisation profile:




The easiest way to access the department profile is through the organisation Desktop and PEOPLE tag. Select the desired department below and click "Edit Profile".


Or go to HRM -> Structure -> Edit department.

Please note!


If you create an organisation or department, you will be automatically added as an employee there and assigned the roles of Administrator and Manager. If you create a project, activity group or professional group, you will automatically be assigned the role of Administrator

For all the other members you add, you must assign a corresponding role! 

Privileges related to roles are described in the PRIVILEGES tab of each group’s profile.

Here is the list and description of all the possible roles:

  • Manager – user with privileges to create, modify and delete a specific organisation or department. All operations with the organisation or department and constituent groups (organisation, department, project and activity group) can be performed – new ones can be added and existing ones can be modified and deleted. You can add and remove members to/from groups and assign roles to group members. Has access to HR module – can administer the organisation’s evaluation and appraisal surveys, administer the structure of the managed units and sub-units, carry out evaluations and appraisals, enter job advertisements, etc. Users in the role of manager are automatically added to the managers section among the respondents of evaluations and appraisals in the HR management application. Only the organisation manager can start a satisfaction survey (not department managers).
  • Administrator – user with privileges to create, modify and delete a specific group (organisation, department, project, professional and activity group). Can perform all operations with a group and its subgroups – new ones can be added and existing ones can be modified and deleted. Can add and remove members to/from groups and assign roles to group members. Doesn't have the access to the HR module.
  • HR Manager – user with access privileges to the organisation’s HR module. Can make changes to the organisation and its departments – new ones can be added and existing ones can be modified and deleted. Can administer the organisation’s evaluation, appraisal and satisfaction surveys, administer the structure of the organisation, carry out evaluations and appraisals for the organisation’s employees, enter job advertisements, etc. 
  • HR Specialist - user in a department who has access to HR module but only within that department and its subdepartments. Can add subdepartments and manage work positions and employees (incl. start and manage their evaluations and appraisal interviews) within that department and its subdepartments. Can manage evaluation and appraisal interview questionnaire templates.
  • Organisation administrator – person with administrator privileges within a specific organisation (including all of its departments, activity groups, professional groups and projects). Can perform all operations with that organisation and all of its groups (departments, projects, professional and activity groups) – new ones can be added and existing ones can be modified and deleted. Can add and remove members to/from the organisation and all of its groups and assign roles to group members. Doesn't have the access to the HR module.
  • Project Manager – user with privileges to manage a specific project and its subprojects. Can perform all operations with that project and its subprojects – new ones can be added and existing ones can be modified and deleted. Can add and remove members to/from the project and all of its subprojects and assign roles to members within them.
  • Person responsible for project – user with privileges to manage a specific project and its subprojects. Can add and modify operations with that project and its subprojects. Can add and remove members from that project and all of its subprojects and assign roles to members in them. User with privileges for administering a project and its subprojects within a specific organisation, department, activity group, etc. Can modify project data, add project members, add files, etc. Can't delete the project!
  • Member – user with a membership status in a group (organisation, department, project, professional and activity group), who can write messages to the group, save files, create calendar events and initiate Team Spirit evaluations. Cannot perform operations in other groups. Doesn't have the access to the HR module.

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