Glossary TermsDescription
Company Access Levels

Company access levels are permission sets that allow members to perform different tasks within a company. By assigning company members to access levels, you determine the information they can see and actions they are allowed to perform.

Company: Profile Access
Users that will have access to Company Profile.
Company: Time Tracking
Users that will have access to Company Time Tracking.
Evaluations
Users that will have access to team members, their performances, as well as review requests.
Evaluations: Member Performance
Users that will have access to the performance of Team Members
Evaluations: Review Requests
Users that will have access to review requests of Team Members.
Knowledge Base
Users that will have access to all knowledge-based documents.
My Coaching
User that will have access to all Coaching requests
People
Users that will have access to team members, their performances, as well as review requests.
People: Member Performance
User that will have access to the performance of Team Members
People: Review Requests
User that will have access to review requests of Team Members
Pipeline: Approved Opportunity
User that will have access to all Approved Opportunity projects
Pipeline: ExecutionUsers that will have access to all Live projects.
Pipeline: Full Kitting
Users that will have access to all Full-Kitting projects.
Pipeline: New Opportunity
User that will have access to all new opportunity projects
Portfolios
Users that will have access to all portfolios.
Programs
Users that will have access to all programs.
Projects
Users that will have access to all live projects.