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 team 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 Groups.
To see an explanation of the Feature Permission Level, go to the desire feature and hover over the setting as shown below.
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:
Go to Settings
Expand the Organization
Click on Permissions
Click Edit on Owners
Click in the field and select the desired member
Scroll to the bottom and click Update Permission.
View Permission Members
Go to Settings
Expand the Organization
Click on Permissions
Click Members on the desired Permission
It will list the members assigned with that permission
Graph permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Choose between individual graphs or all graphs
You can select graph groups or individual graphs
Select permission level
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Team Chart permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Objective permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Event permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Owned event permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Alert permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Owned alert permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Trend permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Member permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Views permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Knowledge permissions
In this Section
Knowledge item permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Knowledge assignments for all members
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Knowledge assignments for team members
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Knowledge subject permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Knowledge glossary permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Knowledge item print button permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
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, Team Chart, etc.Scroll to the bottom and click Create Permission
Custom attribute field permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level.
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
Data Export permissions
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Grant Members access by choosing either All Members, Specific Members, Existing groups or New groups. See Example Permissions for more information.
Select permission level
NOTE: You can set multiple Feature Permissions Levels such as access to Graphs, Team Chart, etc.Scroll to the bottom and click Create Permission
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.
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Choose Specific members or click to toggle all members
Choose members who are granted the permission
Include specific graphs or click to toggle all graphs
Choose Graphs included in the permission
Choose access level - none, view graph, add values, edit values, manage graph.
In this case, it's Edit.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.
Example - Permission Using 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.
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission
Enter Name of the permission
Select Existing group from the drop-down menu
Choose the Sales & Marketing group which is already created.
To create a new group, see Groups.Select Include only specified graphs
You can select graph groups or individual graphs. In this example, we will select individual graphs. Click the search bar and select the graphs to be included. You can also type the graph names.
Choose access level - for this example we choose Manage for each feature.
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.
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.
Go to Settings
Expand the organization
Click on Permissions
Choose New Permission to create a new permission or Edit to modify an existing permission
Enter Name of the permission
Choose Specific members or a group specific to this department. To create a new group, see Groups.
Choose members who are granted the permission
Select Include all graphs
You can select graph groups or individual graphs. In this example, we will select individual graphs. Click the search bar and select the graphs to be excluded. You can also type the graph names.
Choose access level - in this example we choose Edit Values.
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.