Organization Admin Roles & Permissions

Overview 

Every WorkBoard organization can have a number of users that have Administrative access to manage the organization's hierarchy and user management, data categorization and IT, and security policies. 

Admin role scopes allow you to give very specific admin scope based on need. Individuals can have multiple roles for combined levels of access. We recommend that every organization has at least one user with full org level admin access.

Role Types and Description 

Role Scopes Description

User Management 

This role is meant for a user who is responsible to provision and de-provision users from enterprise platforms; their scope of access is limited to managing users and managing permissions of users on existing teams.

Team Management 

This role is meant for a user who is responsible to maintain the organizational team structures; these users can create, edit and delete and archive functional and dynamic teams and maintain the hierarchy of the organization. Users with this role are also able to edit a user's role on a team.

IT Policies

This role is meant for an IT leader responsible for the enforcement of an org's Infosec policies including enabling SSO, updating security settings related to IP/domain address, editing/restricting the email policy, updating authentication for Jira (PAT, OAuth1/2), and enabling Microsoft Teams for an entire organization. 

Data Streams

This role is meant for a technical user responsible for the setup of custom datastream integrations.

Org Admin

This person can administrative privileges for WorkBoard. At least one user should be set up with this super user role. This role encompasses IT Policies, User Management, Team Management, and Datastreams.

Governance

This role is for users who are responsible for managing OKR categorization fields including Key Result tags, Custom Fields, and Objective Categories. Users with Governance access can also bulk close OKRs based on the Objective time period.

Data Admin

This user has full access to WorkBoard APIs with their API token and is responsible for user provisioning and/or reporting. 
Please note that WorkBoard requires approval before creating a Data Admin account.

 Org Results

This role provides leaders an immediate, data-backed view of their organization’s progress in one place through Results Analytics. Results Analytics is accessed from the Objective module.

Org Member

This is the default role for all users that do not have Administrative access to the Admin roles above.  All other articles in the Help Center apply to Org Members.  They will not have access to the Admin tools or Governance modules below.

Breakdown of Access 

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Access Admin Capabilities 

Users that have administrator access can navigate to Admin Tools from the 9-square waffle menu in the upper left-hand corner of WorkBoard.

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Changes to Roles & Access

Org Admins can grant and access for other Org Admins in your organization. For all other changes please reach out to WorkBoard support via chat or support ticket for changes and adjustments.

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