This article explains how clients can set up Engage and enable Engage admin roles for a user. For a step-by-step walkthrough of how to set up Engage, please see our tutorial.
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Before you begin
To successfully set up Engage you'll need:
- An organization admin role on Deel.
- To ensure that your onboarding manager has enabled Engage on your organization.
Step 1. Set up Engage
To set up Engage:
1. Go to Organization settings and select Engage.
2. Turn on Engage and configure any or all of the products (Learning, Career, Performance or Surveys) based on your organization's needs.
Step 2. Enable Engage admin roles
Engage admins can view, modify, delete, and manage all Engage settings and resources across all three Engage features: Engage Career, Engage Learning, and Engage Performance.
To enable Engage admin roles:
1. Go to Organization settings > Access management.
This is where you can oversee user roles and permissions, invite managers to your organization, and customize roles and permission levels for your team.
2. Click Invite admin.
In the Invite admin modal, select an existing worker or add a new user.
3. Select Organization-level access then click Assign role by the user's name.
4. From the list of admin roles, select Engage admin and click Assign role.
This admin role is limited to Engage only (full access) but restricted, for other areas.
5. Finally, Invite Admin.
The invited user will receive an email with the invitation.
Next steps
Now that you've set up Engage and enabled admins, you can create and assign custom admin roles. To do this, follow our article on Creating and assigning Engage custom admin roles.