Admin access for Biz Reviews and Scorecards for an Organization enables designated users to manage access and make changes to all Scorecards and Biz Reviews for their organization.

Admin Access Role for Scorecards & Biz Reviews

To receive Scorecard and Biz Review Admin access, users must submit a support ticket to the WorkBoard Support team.

Given the sensitivity of this access, an established account point of contact (POC) must confirm the individuals who should be granted this role in the support ticket.

How it Works

• Users with role grant themselves edit access to any Scorecards and Biz Reviews for the organization to assist others with requests and needs related to those items.

  • They will see a "Get Access" button when they click on a Scorecard or Biz Review link that belongs to their organization.

  • After clicking the button, they are granted an editor role on that specific Scorecard or Biz Review.

  • If they already have view access, they can also self-grant edit access via the kebab menu on the item.

📌 List of All Biz Reviews & Scorecards

You can view the full list of Scorecards and Biz Reviews for an org from the Scorecard & Biz Review List Analytic.  

We recommend that once you designate specific individuals as Scorecard and Biz Review admins, you also give them access to this report so they can easily see a list of all the Scorecards and Biz Reviews in your organization. Please discuss with your WorkBoard CSM.

⚠️ Warning - Sensitive Data: This report contains the names of Business Reviews and Scorecards, which may reference confidential initiatives. Do not share this with individuals who are not authorized to view sensitive organizational information.