Clients can create custom admin roles in Engage 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 admin roles in Engage.
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Before you begin
To successfully create and assign custom admin roles in Engage, 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 Engage for the organization
Step 1. Create a custom admin role in Engage
To create a custom admin role in Engage:
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 admin role in Engage
After creating a custom admin role in Engage, you can now assign it.
- 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 Engage modules (e.g., Learning, Career, Performance, Surveys) or a combination of these.
To assign custom Engage admin roles:
1. Go to Organization settings > Roles & Permissions.
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 specify workers who should have access to Engage in your organization. Follow our article to set workers as active users in Engage.