Admins
As an Admin, you play a crucial role in setting up and managing your workspace. Your responsibilities include not only creating the workspace but also overseeing its ongoing administration, ensuring smooth operations, and maintaining confidentiality. This guide outlines your key functions and the steps to effectively manage your workspace.
Key Responsibilities:
- Creating the Workspace:
Initial Setup: When you create a new workspace, you’ll be responsible for configuring its basic settings, including naming the workspace, adding colleagues, and configuring basic access permissions.
- Setting Additional Workspace Admins:
- Assigning Admins: You can designate additional admins in the members section of your profile to share the responsibility of managing the workspace. This helps in distributing the workload and ensures that there’s always someone available to manage critical tasks. Admins do not have access to other members' personal scores to maintain confidentiality.
Managing Admin Permissions: You can modify or revoke admin rights as needed, maintaining control over who has access to high-level administrative functions.
- Setting Senior Leaders:
Designating Senior Leaders: You can assign specific users as Senior Leaders in the members section of your profile, granting them access to view aggregate assessment scores and their own personal scores. Senior Leaders do not have access to other members' personal scores to maintain confidentiality.
- Activating/Deactivating Team Member Accounts:
- Account Management: Admins can activate or deactivate user accounts in the members view of their profile within the workspace. Deactivating an account restricts the user’s access without permanently deleting their data.
Reactivation: Deactivated accounts can be reactivated at any time, restoring the user’s access to the workspace.
- Creating and Managing Teams:
- Team Setup: Admins can create teams within the workspace, organizing members into functional groups.
Team Management: You can set a team leader, and manage team members. Team Leaders will be able to view the team aggregate scores across the assessments that are enabled for the workspace. Team leaders do not have access to members personal scores. You can also create sub-teams within teams. For instance, you can add an "Account Management" team and then add sub-teams for specific regions. The manager of the parent team will also have permissions to view the scores for any sub-teams that are added to their team.
- Enabling and Disabling Assessments:
Assessment Management: Control which assessments are available to your workspace. Enable assessments relevant to your goals and disable those that are not currently needed. The assessments you enable will result in generating surveys which will be sent to the appropriate members depending on the intelligence collection schedule.
- Adding Slack Integration:
- Integration Setup: Integrate Slack with your workspace to receive real-time notifications and respond to surveys directly in your Slack channels.
Managing Integration: Enable or disable the Slack integration as needed.
- Setting the Survey Schedule:
Set the schedule for when surveys will be sent out to your team members. This includes determining the frequency and time. The time selected will be the members local time. Surveys will be different each time and each members survey will be unique depending on what Hyve determines is needed to maximize the intelligence of the workspace.
- Managing Confidentiality Settings:
- Confidentiality Controls: Set and manage confidentiality settings to ensure that responses and scores are kept anonymous. This includes setting thresholds for when aggregate data can be viewed and determining who has access to sensitive information. The confidentiality settings can be set for Client, Employee Experience, and Company categories. Please note: The settings do not apply to Client or Company Projects. If a single member belongs to a project it is possible that other members could deduce the source of the score.
- Protecting Privacy: Use these settings to maintain a safe and confidential environment where team members feel comfortable providing honest feedback.
Best Practices for Admins:
- Regular Monitoring: Regularly review workspace settings, team structures, and assessment results to ensure everything is running smoothly.
- Collaboration: Work closely with other admins and senior leaders to make informed decisions that benefit the entire organization.
- Data Security: Always prioritize the security and confidentiality of user data, particularly when managing access and sharing reports.
- Proactive Communication: Keep your team informed about any changes to the workspace settings, assessments, or integrations to avoid confusion and ensure smooth transitions.