In this Help Doc

Overview

Setting Permissions

Example Permissions

See also


Feature Permission Levels

MetaPulse has a range of awesome features to manage your business growth, including org charts, knowledge, statistics, objectives, events and more.

Each feature has a Permission level that you can customize as follows:

  • Set a permission for ALL members

  • Set a permission for SPECIFIC members

  • Set a permission for a GROUP of members using Post Groups.

To see an explanation of the Feature Permission Level, go to the desire feature and hover over the setting as shown below.

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Owners Permission

The Owners Permission is automatically created for every organization, with the Account owner added by default.

Here's how to add Owners Permission to a member:

  1. Go to Settings

  2. Expand the Organization

  3. Click on Permissions

  4. Click Edit on Owners

  5. Click in the field and select the desired member

  6. Scroll to the bottom and click Update Permission.

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View Permission Members

  1. Go to Settings

  2. Expand the Organization

  3. Click on Permissions

  4. Click Members on the desired Permission

  5. It will list the members assigned that Permission

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Graph permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Choose Include all Graphs or select individual Graphs, see also Adding Multiple Graphs Using the Search Bar and Excluding Multiple Graphs Using the Search Bar

  8. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  9. Scroll to the bottom and click Create Permission

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Org Chart permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Objective permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Event permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Owned event permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Report permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Owned report permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Trend permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Member permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Knowledge permissions

In this Section

Knowledge item permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Knowledge assignments for all members

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Knowledge assignments for team members

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Knowledge subject permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Knowledge glossary permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Knowledge item print button permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level. If this permission is not visible, you can enable it by selecting the "Hide the Print button on knowledge items" option. See step 8 in Knowledge Settings.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Data Export permissions

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Grant Members access by choosing either All Members, Specific Members, Existing post groups or New Post Groups. See Example Permissions for more information.

  7. Select permission level.
    NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Org Chart, etc.

  8. Scroll to the bottom and click Create Permission

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Example - Permission for Specific Members

In this example, we are creating a new permission called "Accountant Graphs" with the ability for certain members to "Edit" specific graphs.

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Choose Specific members or click to toggle all members

  7. Choose members who are granted the permission

  8. Include specific graphs or click to toggle all graphs

  9. Choose Graphs included in the permission (see also Adding Multiple Graphs Using the Search Bar)

  10. Choose access level - none, view graph, add values, edit values, manage graph.
    In this case it's Edit.

  11. Because this Permission is specific to graphs only, we leave the rest of the Feature Permission Levels set to "None". Scroll to the bottom and click Create Permission.

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Example - Permission Using Post Groups

In this example, we are creating a new permission called "Sales & Marketing" with the ability for certain members to "Manage" all Knowledge items, Objectives and specific graphs.

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission

  5. Enter Name of the permission

  6. Select Existing post group from the drop-down menu

  7. Choose the Sales & Marketing post group which is already created.
    To create a new Post group, see Post groups.

  8. Include specific graphs or click to toggle all graphs

  9. Choose graphs included in the permission

  10. Choose access level - for this example we choose Manage for each feature.

  11. Because this Permission is specific to all Knowledge items, Objectives and specific graphs, we leave the rest of the Feature Permission Levels set to "None". Scroll to the bottom and click Create Permission.

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Example - Excluding Graphs from a Permission

In this example, we are creating a new permission called "Promotion department" whose members have "Edit Access" to all graphs except certain finance graphs.

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission or Edit to modify an existing permission

  5. Enter Name of the permission

  6. Choose Specific members or a post group specific to this department. To create a new Post group, see Post groups.

  7. Choose members who are granted the permission

  8. Click to toggle all graphs

  9. Click the Excluded Graphs drop-down menu and select the graphs to be excluded (see also Excluding Multiple Graphs Using the Search Bar)

  10. Choose access level - in this example we choose Manage Graph.

  11. Because this Permission is specific to graphs only, we leave the rest of the Feature Permission Levels set to "None". Scroll to the bottom and click Create Permission or Update Permission.

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Adding Multiple Graphs Using the Search Bar

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission or Edit to modify an existing permission

  5. Enter Name of the permission

  6. Choose Specific members, all Members or a Post Group. See Post groups for more information.

  7. Choose members who are granted the permission

  8. Ensure all graphs is unchecked

  9. Click the Search bar

  10. Select the desired graphs

  11. Click Add to Permission

  12. The selected graphs will be added to Graphs

  13. Choose the desired Graph Permissions

  14. Because this Permission is specific to graphs only, we leave the rest of the Feature Permission Levels set to "None". Scroll to the bottom and click Create Permission or Update Permission.

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Excluding Multiple Graphs Using the Search Bar

  1. Go to Settings

  2. Expand the organization

  3. Click on Permissions

  4. Choose New Permission to create a new permission or Edit to modify an existing permission

  5. Enter Name of the permission

  6. Choose Specific members, all Members or a Post Group. See Post groups for more information.

  7. Choose members who are granted the permission

  8. Ensure all graphs is checked

  9. Click the Search bar

  10. Select the desired graphs

  11. Click Add to Permission

  12. The selected graphs will be added to Excluded Graphs

  13. Choose the desired Graph Permissions

  14. Because this Permission is specific to graphs only, we leave the rest of the Feature Permission Levels set to "None". Scroll to the bottom and click Create Permission or Update Permission.

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