There are four levels of user access in Performance Leader.
Regular User
Regular users have standard access to menu items and can be granted additional access for specific modules, such as external feedback.
Capabilities:
Access the same set of menu items across the entire firm.
May have additional access for specific modules, such as the ability to create plans.
Leadership View
Designed for firm leaders who need broader visibility, leadership views provide read-only access across specified cohorts (for example, all Partners in Litigation).
Capabilities:
Read-only access to data across specified groups. Scope can be further restricted by module (for example, feedback and objectives but not reviews).
Cannot make changes to the system or user data.
Each user can hold only one leadership view. The title of the view can be configured by admins (for example, "Firm View" or "Practice Group View").
A user can hold a leadership view alongside either Restricted Admin or Super Admin privileges.
Restricted Admin
Suitable for HR business partners or office managers, restricted admins manage user data within a specific scope. They cannot run imports, launch reviews, edit forms or change system settings, but they can manage users, run reports, and move users up or down steps in reviews (and more!).
Capabilities:
Manage user data within a specific scope (for example, departments or locations).
Limited system access — cannot run imports or change system settings.
Manage users, run reports, and access tools (for example, email campaigns, bulk objective creation, or moving users up and down a review).
Super Admin
Super admins have the highest level of access, with full control over the system. They can access all data, change user information, module data, AI system prompts and system settings, and make fundamental changes that affect all users.
Capabilities:
Access to all data across the system.
Change user information, module data, and system settings.
Change the instance name, reconfigure module titles, and run imports.
Permission matrix
Permission | Regular User | Leadership View | Restricted Admin | Super Admin |
Summary | Standard access, with module-level permissions | Broader, read-only visibility beyond direct reports | Change data and manage the experience of a specific scope of users | Full control of the platform and all users |
Access to menu items | ✔️ | ✔️ | ✔️ | ✔️ |
Edit user data | ❌ | ❌ | ✔️ | ✔️ |
Run reports | ❌ | ❌ | ✔️ (limited to scope) | ✔️ |
Access tools (e.g. email campaigns) | ❌ | ❌ | ✔️ (all tools, limited to scope) | ✔️ |
Change system settings | ❌ | ❌ | ❌ | ✔️ |
Run imports | ❌ | ❌ | ❌ | ✔️ |
Full data access | ❌ | ❌ | ❌ | ✔️ |
Access specific roles, departments or locations | ❌ | ✔️ | ✔️ | ❌ |
Access specific modules (e.g. Feedback, Objectives or Reviews) | ❌ | ✔️ | ❌ | ❌ |
Set Super or Restricted Admin rights
Access the User Manager module.
Select the user you want to assign privileges to.
Update the account type:
For Super Admin: toggle the Super Admin option and save.
For Restricted Admin: toggle the Restricted Admin option, set the desired scope, and save.
Adjust user roles and permissions
Within the User Manager, go to the roles section of the user's profile.
Set specific permissions for leadership views, feedback requests, and similar options.
Configure leadership view templates:
Go to Settings > Leadership Access.
Edit existing templates or create new ones to define the label and module scope.
Additional information
Notifications: Users do not receive an email notification when their permissions are changed.
Auditing: User access levels and scopes are included in employee data exports for auditing purposes.