Granting specialist access

Specialist access enables administrators to control which drivers within a question set a designated specialist user can view and action on their Peakon dashboards.

By providing access to the right people, you can ensure specialized teams and leaders, who own certain employee experience areas, can see valuable company-wide or segment specific and company-wide insights to drive accountability and success.

This article contains:

• How it works
• Configuration
• Considerations

How it works

There are two types of specialist access:

1. Specialist: company-wide access, and
2. Specialist: segment specific access

Specialist: company-wide access

Specialist, company-wide access rights enable administrators to provide access to specialist users who require company-wide data for a particular driver (or combination of drivers). They can tailor which drivers, within one or multiple question sets, an access control group has access to.

When creating a new specialist access control group of this type, you can define which drivers, across different question sets, users of that group can view on their dashboards.

The access by driver feature gives added rights, and is not restrictive. Access by driver provides additional company-wide data to certain specialists within an organization and doesn't remove drivers from manager dashboards.

An example of this is providing a Director of Learning and Development access to the Growth driver to allow them to be accountable for company-wide learning and Growth goals.

Specialist: segment specific access

Specialist, segment specific access rights enable administrators to grant access for selected managers and people leaders to specific question set / driver combinations and access settings to segments that have direct relevance to their specific roles, together with organization-wide survey data.

An example of this is providing a French regional D&I manager, who is also a line manager for a team, the ability to see their team access in one context and see the D&I data for France only in a new access by segment context.

Configuration 

Specialist: company-wide access

1. Navigate to Administration > Access Controls
2. On the Access level section, select the Specialist: company-wide access button.
3. Add a name for the group.
4. Scroll down to Question Sets 
5. Click on drop down next to each question set to expand associated drivers
6. Check the box next to each driver that the Specialist should have access to
7. Select Save Group to save changes

Specialist: segment specific access

1. Navigate to Administration > Access control.
2. Select the Specialist access tab.
3. On the Access Level section, select the Specialists: Segment Access button.
4. Click Add specialist group.
5. Add a group name.
6. Select your access settings and question set and driver combinations.
7. Select the Group members tab on the access control group you created.
8. Select Add people to select from the drop down list of employees or by using the search bar.
9. Click Add.
10. Click the plus icon under the Segments column to open the segment selector.
11. Select Add segment on your selected segment. Info: You can select as many segments per user as you require. When users are already assigned segments, you can click on a segment to manage the segments or add new segments. Info: Users can only select restricted segments when they have permission to view restricted attributes.
12. Click Close.

See: Set Up Access By Segment for Users

Considerations

• The Values questions are currently part of Engagement. It is therefore not possible to separate access to Engagement and Value question sets at this time, nor is it possible to give a user access to a subset of Values.
• This setting will not apply to main Administrators. This means that if an administrator has access to administer Peakon, they'll always have access to all question sets and drivers.