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What can each permission level do? The full list

Every action in All Gravy and which permission level can perform it, module by module: Insights, Pulse, Surveys, Reports, Handbooks, Academy, Compliance, Feed, To-do lists, Chats, People Directory and Settings.

This is the full permission matrix: every action, and who can do it. Permissions are set per person at People β†’ the three-dot menu to the right of their name β†’ Edit Permissions. πŸ₯°


The five columns

  • Admin β€” full account access

  • Editor β€” scoped to an account, division or location

  • Manager β€” scoped to a division or location

  • Employee β€” the standard app user

  • All Gravy only β€” our team does it. If an action is marked this way, no permission level on your account can do it, so chat with us rather than hunting for the button


Insights (academy dashboard)

  • See Insights β€” Admin, Manager

  • See academy completion β€” Admin, Manager

  • Bulk complete courses β€” Admin, Manager


Pulse

  • See pulse data β€” Admin, Manager

  • Segment pulse data β€” Admin only


Surveys

  • Create surveys β€” Admin, Editor

  • Pause, end, preview and delete a survey β€” Admin, Editor

  • See survey results β€” Admin, Editor

  • Pull a CSV file β€” Admin only


Reports

  • Create report templates β€” Admin, Editor, Manager

  • Manage reports β€” Admin, Editor, Manager

  • Assign reports to others, see them and comment β€” Admin, Editor, Manager

  • Download a CSV file β€” Admin, Editor, Manager

  • Fill out reports in the app, where assigned to a location β€” Admin, Editor, Manager

  • Receive reports by email β€” only when chosen in All Gravy


Handbooks

Editors are limited to their own locations except where stated.

  • Create collections β€” Admin, Editor (own locations)

  • Edit and delete collections β€” Admin, Editor (own locations)

  • Create articles β€” Admin, Editor (own locations)

  • Edit and delete articles β€” Admin, Editor (own locations)

  • Create an article from a PDF β€” Editor (own locations)

  • Create videos β€” Admin, Editor (own locations)

  • Edit and delete videos β€” Admin, Editor (own locations)

  • Create quizzes β€” Admin, Editor (own locations)

  • Edit and delete quizzes β€” Admin, Editor (own locations)

  • Change status on articles, quizzes and videos, published back to draft β€” Admin, Editor (own locations)

  • Translate handbooks β€” Admin, Editor (all locations)

  • Deep-linking content β€” Admin, Editor (all locations)

  • Edit pre-made articles β€” Admin, Editor (own locations)


Academy

  • Create academy courses β€” Admin, Editor (own locations)

  • Edit and delete academy courses β€” Admin, Editor (own locations)

  • Create modules β€” Admin, Editor (own locations)

  • Make modules compulsory β€” Admin, Editor (own locations)

  • Send reminders and notifications β€” Admin, Editor (own locations)

  • Make recognition badges β€” Admin only

  • Mark courses complete β€” Admin, Editor (own locations)


Compliance

  • Assign compliance β€” Admin only

  • Download compliance certificates β€” Admin only


Feed

  • Create feeds β€” Admin, Editor

  • Manage feeds β€” Admin, Editor

  • Urgent messages on a feed β€” Admin, Editor

  • Delete posts on a feed β€” Admin, Editor

  • Delete comments on feeds β€” Admin, Editor

  • Create events β€” Admin, Editor, Manager

  • Set up a broadcast β€” Admin, Editor, Manager


To-do lists

  • Create to-do lists β€” Admin, Editor, Manager

  • Edit and manage to-do lists β€” Admin, Editor, Manager

  • Add a task to an existing to-do list β€” Admin, Editor, Manager

  • Change the audience β€” Admin only


Chats

  • Create manual chat groups β€” Admin, Editor, Manager and Employee. This is the one admin-style action ordinary employees can take

  • Set up an automatic group chat β€” Admin, Editor, Manager


People Directory

  • Create new employees β€” Admin, Manager

  • Invite employees to the platform β€” Admin, Manager

  • Edit employee details β€” Admin, Editor, Manager

  • Deactivate employees β€” Admin only

  • Give and edit permissions β€” Admin only

  • See employee progress data β€” Admin only


Settings

  • Create new locations β€” All Gravy only

  • Change a location name β€” All Gravy only

  • Account settings β€” Admin

  • Delete their own profile β€” Admin

  • Download the salary export β€” Admin

  • Connect an integration to a location β€” All Gravy only

Those three are the most common source of "I am an admin, why can I not do this?". Adding a location, renaming one, and connecting a rota or payroll integration all come to us. Chat with us and we will do it.


πŸ’¬ Not every module is on every account. If a whole section above is missing for you, your account has not activated that module β€” chat with us and we will check. πŸ™

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