User Account Types

Member

Members are the most common type of user and they are able to do most general functions within Leadr. Members can see things that are directly related to their interpersonal relationships, which involves most functions within Leadr.

Users with Member Access can see the content they’ve created between themselves and other users such as meeting agendas, goals, learning, feedback, action items, surveys, and reviews (if applicable).

Managers

Members who are set up as primary managers within Leadr will be able to see People Metrics, which are the scores of their entire downline, within the People tab. Managers also see their direct report's goals within their 1:1s and in the Goals Tab, as well as their downlines Goals.

Secondary Managers

Members who are set up as secondary managers within Leadr will have the ability to participate in a Review Cycle (if turned on by the Admin). But, they will not see the employee's metrics or goals. Note, that a secondary can be added to an employee's goal as a Viewer if needed.

Areas inside Leadr

Meeting Topic Templates

• Members are able to manage their own topic templates, whereas, topic templates created by other people in that person’s organization can only be managed by the author or an admin. (Only Managers within Leadr will be able to see topic templates shared by other people in the organization).

Feedback Templates

• Members can see the feedback templates, but they can only manage the templates they created themselves.

Learning Library

• Members can see the learning library, but they can only edit the content they contributed themselves.

Executive

In any organization, there are executives or users who need more visibility, but don’t necessarily need access to make administrative changes within Leadr.

• Development Plans: When a user has an active plan admins are able to view the plan. Admins can view completed and closed plans.

Admin

Admins can:

• Manage user account status: add, edit, remove, import, change the account type of users, etc.
• Manage and configure any system-wide settings
• Manage feedback templates created by anyone within the organization
• Manage learning library content created by anyone within the organization
• Similar to Executives, Admins can also see the People Metric scores of anyone in the organization
• Admins are the only ones in the organization who can create and send out Reviews
• View Insights based on the entire organization, by manager, by department, and by Team
• View public Goals
• Manage Teams
• Development Plans: When a user has an active plan admins are able to view the plan. Admins can view completed and closed plans.

Limited Access

Volunteers

Someone manages them and would like to have 1:1s with them in Leadr. They collaborate with teams and we want them to participate in team meetings, but we don’t really want them to be able to ask the staff for feedback or assign learning throughout the organization.

Board Members

It might be useful to bring in Board Members for specific team meetings, but they aren’t part of the organization the same way that employees and even volunteers are.

How Limited Access Differs from a Member

• Meetings - can participate in them, such as adding or editing topics, but they cannot create or edit their own meetings
• Calendar integration - limited access users do not have the ability to create meetings so any meetings they should be a part of are created and added to Leadr by a full access user, so calendar integration would then not apply to these users.
• Goals - can be assigned goals, but cannot create their own
• Feedback - can complete, but cannot request their own
• Learning - can complete learnings assigned to them, but cannot assign anything to others
• Action Items - can be assigned and marked as complete, but cannot create their own
• Surveys - can complete them, cannot create them
• People Metrics - Limited access accounts are not included in engagement or eNPS, so they will not show any results in the insights tab, but are listed on People Metrics within the People page.
• Reviews - cannot participate in Reviews
• Development Plans - cannot participate in development plans since many features are limited to these users.
• Teams - Limited Access users cannot create teams or be the owner of teams.
• Can’t manage anyone (they can have a manager, but they can’t have direct reports)

If you have any questions about the different account types, feel free to reach out to your Customer Success Manager, or contact us at support@leadr.com.