Admin Portal

The Admin Portal is a central location where you can view your company’s selected business and talent priorities, current subscriptions, API tokens (if applicable), full company details, your employee directory, user and account details, snapshots, platform settings, and more. The portal currently provides only viewing access for some items; however, you can use the portal now to verify that information is accurate and complete. Editing access will be coming soon.

Note: This portal is available only for Administrator users.

This article walks through:

• Access the Admin Portal
• View Company Details
• View Business and Talent Priorities
• View Subscriptions
• View API Tokens
• View the Employee Directory
• Snapshots
• Platform Settings
• Activate
• Appearance (Platform Branding)

To watch an overview video:

• Overview Video

Access the Admin Portal

1. Log in to the People Insights Platform. 

2. In the navigation bar, click Admin Portal.

The Admin Portal dashboard appears.

The dashboard provides an overview of your employee directory and snapshots. You can click into each option and view, search, and sort employees and snapshots. The side navigation panel provides quick access for viewing company, data management, employee management, and platform settings information. 

View Company Details

Company details include information used for platform setup, activation/invite method, and contact information.

1. In the side navigation panel, click Company Details.

2. Review the information.

3. If you need to modify information, click Edit Information (bottom right), make your changes, then click Save Changes.

View Business and Talent Priorities

Perceptyx works with your organization to identify business and talent priorities and loads them into the platform to be used as the basis for creating outcomes-based listening events. In the Admin portal you can see which ones are selected. To change selections contact your Workforce Transformation Consultant.

1. In the side navigation panel, click Business and Talent Priorities.

2. Review the information.

View Subscriptions

You can view which subscriptions your organization has purchased (active) and other subscriptions, if any, that are available for purchase (inactive). To make subscription changes, contact your Workforce Transformation Consultant.

1. In the side navigation panel, click Subscriptions.

2. Review the information.

View API Tokens

If your organization is using any Perceptyx API connections, you can view the active API tokens. The banner at the top of the screen includes a link to our guide for working with Perceptyx APIs.

1. In the side navigation panel, click API Tokens.

2. Review the information.

View the Employee Directory

The employee directory lists the following information for each employee in your organization:

• Employee ID

• Name

• Email

• SSO ID (if applicable)

• Last Login

• Status (Activating, Active, Inactive, or Staged)

You can search for specific employees by Employee ID, name, or email, and you can view user details for any employee.

User details (accessed via the Actions button) include user status, account details, and language preferences.

View the Employee Directory

1. In the side navigation panel, click Employees. 

Note: You can also view the employee directory by clicking Take me to the list in the Employee Directory widget on the Admin Portal dashboard. 

2. Review the information.

Search for an Employee

1. Navigate to the Employee Directory.

2. At the top of the screen, click the Search box, then type the identifier you want to search (first name, last name, employee ID, or email address).

3. Press Enter.

The display updates to show any record(s) that match your search criteria.

View User Details

1. Navigate to the Employee Directory.

2. Search for the employee whose details you want to view.

3. In the Actions column, click Actions > User Details for the user.

The display updates to show details for the user.

4. If you want to modify information, click Edit Account or Edit Preferences, make your changes, then click Save Changes.

Note: The Preferences section contains options for language selection and notifications for Nudges (if purchased and enabled).

Snapshots

You can view, search, and display details for existing snapshots. 

1. In the side navigation panel, click Snapshots.

2. Review the information.

3. To view details for a snapshot, click Actions, then select View Snapshot.

Platform Settings

In the Platform Settings section, the Listening Events option provides details about global event/platform settings for Point-In-Time, Lifecycle, and Crowdsource events (based on your organization’s subscriptions). For Point-In-Time and Lifecycle events you can view System Settings, Demographic Settings, User Management, Event Templates, and Notification Templates. For Crowdsource events, you can view Account Settings and Organizations Settings. 

Note: Access is currently read-only.

Activate

If your organization purchases Activate or Grow, your Admin Portal may include the Activate option in the Platform Settings area of the side panel. You can use this option to add and manage custom learning links to nudges.

For details and step-by-step instructions for adding custom learning links to nudges, see the Work with Intelligent Nudges article.

Appearance (Platform Branding)

The Appearance option allows you to customize the look and feel of the platform by updating the logo, primary colors, and more to align with your brand. Your branding choices automatically carry over to reports as well.

For details and step-by-step instructions for customizing platform branding, see the Platform Branding article.

Overview Video