Some actions in Recognize are contingent on designating Roles to users, but it is important to understand the difference between System Roles and Company Roles. In this article, we will explain both types of Roles, and how to implement them.
System roles are how we define user permissions from a Recognize perspective. There are only 4 possible system roles: Employee, Manager, Rewards Manager, and Company Admin.
- Employee - This is a basic user with no extra permissions. No action is required to assign this system role, as each user is, by default, an employee when they are added to the platform.
- Manager - This is a person who has at least 1 direct report assigned to them in Recognize. This allows them access to the Manager Portal, where they can approve Recognitions and see reporting on their direct reports. If your company uploads user data via User Sync, this will automatically update using the information in your Active Directory. As long as a manager has at least 1 direct report listed, they will automatically have the role of Manager. If you do not use User Sync, then this information is easy to update manually. To find how to designate a manager manually, see our how-to article, here.
- Rewards Manager - This is a person who is a Rewards Manager of at least 1 reward in Recognize. This gets them access to the Manger portal with ONLY the ability to approve the rewards that they are the Rewards manager of. They won't see other information in the Manager portal unless they have the "Manager" role as described above. To find out how to designate a rewards manager check out our article, here.
- Company Admin -Company Admins have the utmost level of access in the Recognize portal. This person can be designated by another Company Admin in the Users section of the Company Admin portal. To see the steps on designating a company admin, click here.
Company roles are roles that you have created and are specific to your organization's account. These also include Dynamic Roles - for more information on how Dynamic Roles work, see our Dynamic Roles Overview FAQ. You can have as many Company Roles as you want, and they can be named whatever you want (Leadership, HR, Accounting, etc.). Companies use these "Company Roles" to assign permissions to certain badges (role-based badges), assign users to a specific rewards catalog if they have people in different countries, and can also be used to assign Tasks to certain people based on role. To find out how to create and designate a Company Role, click here.