We’re excited to roll out a new feature that gives your organization more flexibility, control, and security when managing access to the Company Admin Portal. You can now assign limited access by Role, allowing you to tailor what different teams or individuals see based on their responsibilities, improving operational efficiency and reducing risk.

What’s New

• Mid-Market and Enterprise customers can grant Roles limited admin access to entire Company Admin Sections.

• Enterprise customers can take it further by granting limited admin access to specific Section Pages, enabling precise control over sensitive admin tools and settings.

Benefits

• Streamlined permissions: Eliminate overexposure to settings and tools that don’t apply to every admin.

• Improved security: Ensure only the right people have access to the right configuration areas.

• Faster onboarding: New team members can access just what they need - nothing more, nothing less

• Operational clarity: Align platform visibility with job roles to avoid confusion or mistakes.

Example Use Cases

• A regional HR manager can be given access only to the User Management section.

• A communications lead can manage Recognition Announcements without accessing company-wide settings.

• An IT admin may have access to technical settings but not the rewards catalog.

This feature puts you in control, so your teams can work confidently without overstepping boundaries.

Steps to Assign Company Admin Access by Role

⚠️ Note: Roles must be created before assigning access. See this article to learn how to create and assign Roles.

1. Click the Menu in the top right corner of your screen.
2. Select Company Admin from the dropdown menu.
   
   
   
   
3. In the left-hand navigation menu, go to the Roles section of the Company Admin portal.
4. Click the Settings section page using the tertiary menu in the top right corner.
   
5. Scroll down to the section titled “Viewing Permissions for Company Admin.”
   
   
   
   
6. From the dropdown menu, select the Role you want to assign access to.
   
   • Click ‘Add’ to confirm 
7. In the first column, use the dropdown to select the Company Admin Section you’d like the Role to access.
   • Click ‘Add’ to confirm.
8. In the second column, choose one of the following:
   

   • All - Grants access to all Pages within that Section (available to both Mid-Market and Enterprise).

   • Specific Pages - For Enterprise customers only, you can choose individual pages to grant more granular access.
     

9. To remove access to a specific Section, click the trash can icon next to the desired Section
10. To remove the Role’s access to Company Admin entirely, click ‘Delete’ in the far-right column of the Role row.
    
    
    
    
    

Pro Tips

• Use naming conventions for Roles (e.g., "HR Admins", "Regional Managers") to make permissions easier to manage.

• Changes take effect immediately - no need to log out or refresh.