User account examples
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This page is a list of scenarios with potential access requirements, and which settings are required in AG5 in order to achieve those requirements.
If you're interested in learning more about these types of user accounts, check out that article here.
The screenshots displayed in this article come from the Organization > Account Management > User Accounts section.
Scenario 1: User should have access to everything
The Admin role should be selected:
Scenario 2: The employee should be able to see their own skills.
The following My Portfolio setting is required:
Scenario 3: The employee should be able to see and change their own skills.
The following My Portfolio setting is required:
Scenario 4: User should be able to view all employees, skills, requirements, matrices, plannings, revocations, etc. but not user accounts.
The following Super User setting is required:
Scenario 5: User should be able to edit all employees, skills, requirements, matrices, plannings, revocations, etc. but not user accounts.
The following Super User setting is required:
Scenario 6: The user should be able to set results on their own My Portfolio page and create skills and requirements.
The following settings are required for the user account:
Scenario 7: User should be able to see their own My Portfolio page, all other AG5 sections, AND be able to create skills and requirements.
The following settings are required for the user account:
Scenario 8: The user should be able to see their own My Portfolio page and manage a specific group of employees.
The following settings are required for the user account:
On the Matrices page, share as Editor the matrix that should be managed.
Now the user will have access to shared matrices, the alert list and all employees & skills (also known as qualifications) contained in the matrix.
Scenario 9: The user should be able to create matrices & share them but should not change groupings or skills.
The following settings are required for the user account:
Scenario 10: The user should be able to manage skills and groupings but should not change employee information.
The following settings are required for the user account:
Scenario 10: The user should be able to add new results, plannings, etc., and see their Portfolio but should not be able to change employee information and skills.
The following settings are required for the user account:
Scenario 11: Certain users should not be able to export data.
Reach out to support@ag5.com for activating a feature which allows you to restrict exports.
If you have any questions about how best to configure a certain user account, please reach out to support@ag5.com or your customer success manager.
