Create, edit or delete administrators

Guide to managing administrators in Woba

To access Woba Analytics, you must first be set up as an administrator in Organisation. Only a Company Administrator has the ability to create other administrators.

This article explains the types of administrators that can be created, as well as how to create and edit them.

Table of contents

• Create a Company Administrator
• Create a Department Administrator
• Edit an administrator
• Delete and administrator
• Send an invitation to an administrator
• Advanced settings for Department Administrators

Create Company Administrator

A company administrator is an administrator who has unrestricted access to the entire system. This means they can, among other things, create other administrators. You can either create other administrators with the same rights as yourself or create department administrators, which is an administrator role with limited access. Since a company administrator can make all kinds of changes, it is recommended that only a very small number of trusted employees are granted this type of access.

   

You can create a Company Administrator by following these steps:

1. Navigate to Organisation → Admins.
2. Click on Add Admin.
3. Select the employee who should be the Company Administrator.
4. Click on the toggle next to Company Administrator.
5. Decide whether the Company Administrator should have permission to use advanced filtering (see what advanced filtering is used for here).
6. Click Save Administrator.
7. The newly created employee will now appear on the employee list.

Se how you can create an administrator in the video after the next.

    

Create Department Administrator

A Department Administrator is an administrator role that will allow a user to log in to Analytics. What they can see depends on the permissions granted to them by the Company Administrator. By default, a Department Admin can view their department's survey results across all surveys the department(s) have participated in. However, it is also possible to hide certain surveys from a department administrator by using Advanced Permissions.

  

You can create a Department Administrator by following these steps:

1. Navigate to Organisation → Admins.

2. Click on   Add Admin.

3. Select the employee who should be the Department Administrator.

4. Click on the toggle shown by Department Admin.

5. Choose which department(s) the employee should be made administrator for.

6. Activate or deactivate any other relevant permissions (you can see what the different data points are used for in the section Advanced settings for Department Administrators).

7. Click Save Administrator.

8. The newly created administrator will now appear on the administrator list.

Watch the video below to see how you can create an admin:

   

Edit an administrator

1. Navigate to Organisation → Admins.

2. Find the relevant department by scrolling or using the search bar  

3. Hover over the department with your mouse and click on Edit

4. Make any necessary changes.

5. Click on Save Administrator.

6. Your changes have now been saved.

Delete administrator

1. Navigate to Organisation → Admins.

2. Find the relevant department by scrolling or using the search bar  

3. Hover over the department with your mouse and click on the bin  

4. Choose Yes to confirm the deletion of the administrator.

5. The admin has now been deleted and will no longer have access to Analytics.

Watch the video below to see how you can delete an admin:

   

Send an invitation to an administrator

1. Navigate to Organisation → Admins.

2. Find the relevant department by scrolling or using the search bar

3. Click on Send Invitation.

4. The administrator has now been sent an invitation with a link to Analytics.

 

Advanced settings for Department Administrators

In addition to allowing a Department Administrator to view the results for their departments, there are several other permissions that a Company Administrator can assign to a Department Administrator.

A department administrator can be granted permission to view:

• Own departments
• Own employees
• Other administrators
• Advanced filtering
• Financial Impact and AI Copilot

   

Can view their own departments:
Grants the administrator access to Organisation, where they can see an overview of their own departments. If they also need to edit department information, you can enable   Can edit their own departments in addition to this.

They will only be able to view the names of the departments they are an administrator for and will not be able to see which employees are in the departments.

    

Can view their own employees:
Grants the administrator access to Organisation, where they will be able to see an overview of their own employees and their data (you can see which data points an employee can have associated with them here). It is also possible to grant them permission to edit their employees' information by enabling  Can edit their own employees. This will further allow the option to enable  Can edit sensitive data for their own employees.

Sensitive data includes the employee's ID, date of birth, and salary. The administrator will not be able to view an employee's sensitive data unless explicitly allowed by enabling this permission. 

    

Can view other administrators:

Grants the administrator access to Organisation, where they can see an overview of the company's other administrators. However, department administrators cannot edit administrator access permissions.

   

Advanced filtering

Advanced filtering allows the administrator to filter across more than just departments in surveys. It enables filtering based on employment data (e.g., tenure), demographics (e.g., age), and any custom variables.

   

Financial Impact og AI Copilot:

Grants the administrator access to Financial Impact and AI Copilot modules. It is also possible to allow the administrator to edit  KPIs for Financial Impact.