Example: Create a specialist, segment specific access control group

This example illustrates how to set up a specialist, segment specific access control group, intended for single driver access.

Scenario

Your French accounts team lead, who is also a D&I manager for a Paris-based team, needs to view their team details in a company-wide context and the D&I data for France only in an access by segment context.

They need to see the driver score and comments in both contexts.

Prerequisites

The regional D&I manager must have an employee record on Peakon to complete this task.

Steps

1. Navigate to Administration > Access control.
2. Select the Specialist access tab.
3. Click Add specialist group button.
4. Add D&I France as a group name.
5. Select Specialists - segment access under the Access section.
   1. Select these drivers: Diversity and Inclusion and Engagement.
6. Select the Group members tab on the access control group you created to populate group members and the segments they have access to.
7. On the group member tab, select Add people.
8. Select Add people to select from the drop down list of employees or by using the search bar.
9. Select the D&I Manager for France.
10. Click Add.
11. Select the plus icon under segments header to select the segments that the group member should have access to.
12. A slide-in panel will open on the right where you must select the Add segment again. Info: You can select as many segments per user as you require.
13. Select Add segment on your selected segment.
14. Click Close.

Result:

The accounts lead for France can select either company-wide data in one context or D&I and Engagement results for their region in another context.