Step 1: Go to Role-Based Permissions
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Navigate to:
Admin Center → Manage Permission Roles
Step 2: Create Permission Groups
These define who the permissions apply to.
Path:
Admin Center → Manage Permission Groups → Create New Group
Example Groups:
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All Employees
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All Managers
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HR Team
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PMGM Admins
You can define groups based on:
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Job role
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Department
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Manager relationship
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Dynamic rules (e.g., “All users with Manager = True”)
Step 3: Create Permission Roles
These define what access is given.
Path:
Admin Center → Manage Permission Roles → Create New Role
Example Roles:
| Role Name | Description |
|---|---|
| Employee Role | For self-access (own forms/goals) |
| Manager Role | For managing team performance & goals |
| HR Role | For viewing or approving forms |
| PMGM Admin Role | For configuring and managing templates |
Step 4: Assign Permissions in the Role
In each Permission Role, enable required permissions for PMGM.
Example Categories:
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Performance Management Permissions
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Launch Performance Forms
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Delete Completed Forms
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Manage Route Maps
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Access Team Performance Forms
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Goal Management Permissions
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Create/Edit Goals
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Cascade Goals
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Manage Goal Plan Templates
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General User Permissions
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Proxy Access
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Employee Data Access
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Step 5: Grant the Role to a Permission Group
Now, link the role to the group.
Path:
Manage Permission Roles → Select Role → Grant Role to → Choose Permission Group
Example:
| Role | Assigned Group |
|---|---|
| Employee Role | All Employees |
| Manager Role | All Managers |
| HR Role | HR Team |
Step 6: Verify Permissions
Use the tool:
Admin Center → View User Permissions
Check what access a specific user has — useful for troubleshooting.
Step 7: Test the Configuration
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Log in as Employee, Manager, or HR (using Proxy).
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Verify that each role can only access what they are supposed to.