Clients can create custom Deel Engage admin roles with customized permissions. These roles allow for tailored access control, ensuring team members have the appropriate level of visibility and functionality.
This article explains how clients create and assign custom Deel Engage admin roles.
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Before you begin
To successfully create and assign custom Deel Engage admin roles, you'll need:
- An organization admin role on Deel
- A group-level role (e.g. group admin or viewer) for the admin being assigned the custom role.
- To have set up Deel Engage
Step 1. Create a custom Deel Engage admin role
To create a custom Deel Engage admin role:
1. Go to Organization settings > Access management.
2. On the access management page, go to the Admin Roles tab.
3. Click Create custom role.
4. On the Create custom role page, select By organization to allow the custom role to access organization-wide settings.
5. Click the edit icon on Engage Learning and select Manage Engage Learning resources.
6. Name your custom role, add some details and click Create custom role.
Step 2. Assign a custom Deel Engage admin role
After creating a custom Deel Engage admin role, you can now assign it.
- Deel Engage Admins are assigned at the organization level but they must also have group-level roles (e.g., group admin or viewer) to function properly.
- The custom admin role can be configured for specific Deel Engage modules (e.g., Learning, Career, Performance, Surveys) or a combination of these.
To assign custom Deel 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 Deel 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 Deel Engage and enabled admins, you can specify workers that should have access to Deel Engage in your organization. Follow our article to set workers as active Deel Engage users.