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, and snapshots. The portal currently provides only viewing access; 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 Administrator Portal
• View Business and Talent Priorities
• View Subscriptions
• View API Tokens
• View Company Details
• View the Employee Directory
• Snapshots

Access the Administrator Portal

1. Log in to Perceptyx. 

2. In the navigation bar, click Admin Portal.

The Admin Portal dashboard appears.

The side navigation panel provides quick access for viewing company, data management, and employee management information. 

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 Customer Success Manager.

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) or has not purchased (inactive). To make subscription changes, contact your Customer Success Manager.

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.

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

2. Review the 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.

View the Employee Directory

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

• First Name

• Last Name

• SSO ID (if applicable)

• Manager ID

• Email

• Employee ID

• 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 and notification preferences.

View the Employee Directory

1. In the Employee Directory widget (on the Dashboard screen), click Take me to the list. 

Note: You can also click Employees in the side navigation panel.

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.

Snapshots

The Snapshots feature will function as the hierarchy view in future releases.