ADMIN PORTAL
Everyone who uses the Perceptyx platform has a role. The role decides what they can do, like building listening events or changing platform settings. This article explains the four roles so you can give each person the one that fits their job.
This article walks through
Roles and reporting access
Two separate settings shape what a person gets in the platform, and it helps to keep them apart.
- Their role decides what they can do. Can they build a listening event? Change platform settings? Set up who sees results?
- Their reporting access decides what they can see. Which listening events, which reports, and which slice of the population.
So a Reporting User can look at results, but only for the listening events they have been given, and only for the people inside their view. Reporting access is set up per listening event with reporting groups. Create and Manage Reporting Groups for an Event covers how that works.
Compare user roles
A quick side-by-side of what each role can do.
| Role | Create listening events | Manage listening events | View reports in a listening event | Manage users in a listening event | Typical person |
|---|---|---|---|---|---|
| Platform Administrator | Yes | Yes | Yes | Yes | Owns the company's listening program and is the main contact with Perceptyx |
| Event Administrator | Yes | Yes | Yes | No | Oversees governance of self-led listening events and supports Event Creators |
| Event Creator | Yes | Their own, or ones shared with them | Their own, or ones shared with them | No | Human resources leads, or anyone supporting leaders on company, department, area, or functional initiatives |
| Reporting User | No | No | Assigned listening events only | No | Managers |
Understand each role
Platform Administrator
- Has full administrative access for your whole company
- Manages users and permissions across every listening event
- Configures platform settings
Event Administrator
- Creates and manages listening events within their access
- Manages event settings and configures reporting access
- Has access to the full employee population
- Can work on several listening events, not just their own
- Can review and approve listening events built by Event Creators before they launch, if your company uses approvals
Event Creator
- Creates, edits, launches, and manages their own listening events, plus any shared with them
- May have their population limited by demographics or manager hierarchy
- Sees every demographic in your data feed for the people inside that population
Reporting User
- Views reports for the listening events they have been given, and nothing else
- Can be limited to certain demographics, business units, locations, or other groups
- Gets reporting access one listening event at a time
Important
Reporting Users can't create or manage listening events.
Important things to know
- Event Administrators can work on every listening event within their permissions.
- Event Creators can manage only the listening events they created or that were shared with them.
- Reporting Users can see only the listening events they have been given access to.
- For a Reporting User, reporting groups and population access decide which data they see.
- One person can't be both the Event Creator and a Reporting User on the same listening event. Event Creators can already see the reports for their own events, so they don't need it.
- Some features are only available to certain roles. The table below lists them.
Choose the right role
Start with what the person actually needs to do, then match it to a role.
| If the person needs... | Give them |
|---|---|
| Administrative control across the whole company | Platform Administrator |
| Oversight of several self-led listening events | Event Administrator |
| To create and manage their own self-led listening events | Event Creator |
| To see the results of one particular listening event | Reporting User |
Features with role-specific access
A few features depend on role.
| Feature | Available to |
|---|---|
| Admin Portal | Platform Administrators |
| Platform Branding | Platform Administrators |
| Act Metrics Report Combined action planning data | Event Administrators and Event Creators. For everyone else, admins see all users, human resources users see their permitted view, and leaders see their own team. |
| Comment Copilot and Narrative Analysis Agent | Event Administrators and Event Creators |
| Third-Party Comments | Event Administrators and Event Creators |
| Presentation Builder | Event Administrators and Event Creators |
| Dashboard Builder | Event Administrators and Event Creators |
| Group-based permissions Platform setup | Platform Administrators |
| Group-based permissions Listening event setup | Event Administrators and Event Creators |
| Cross-Survey Projects | Event Administrators and Event Creators |
| Campaigns | Event Administrators |
| Nudge Generator | Event Administrators |
| Custom Learning Links | Event Administrators |
What's next
Once your roles are sorted, Create and Manage Reporting Groups for an Event shows how to set up what each Reporting User sees.
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