All users have the following basic permissions by default:
View their own profile page, which includes all information submitted by or about them.
View any reports that have been shared with them. If no reports are shared with them, they will not see reports.
(Requires Learning module) View and register for any public-facing events listed in your organization as well as a log of any events they've attended or submitted.
There are many special permissions that you may want to enable for certain users. Read on for more information, or use the links below to jump to a specific topic.
Reporting and Data Permissions
Manage Reports: This is a special permission that should only be enabled for a select group of administrative users. This enables a user to (a) create a new report using any data source in the system, (b) edit any report that they’ve created or that’s been shared with them, and (c) export all data from any report to which they have access
Manage Shared Links: This permission enables users to create, edit and view all shareable report links, which can be used to share reports with non-logged-in stakeholders.
View Profile Pages: Enables users to search for and view the "Profile pages" of all KickUp users in your organization (e.g. coaches or school leaders could use this to review a teacher's profile before a meeting).
Manage Campaigns: Enables users to view, create, and manage campaigns to track response rates for surveys
Event Permissions (for those using KickUp's Learning module)
Manage Events: This enables users to create new and edit existing learning opportunities, as well as manage registration and confirmation of event attendance.
Create Events: This enables users to create new learning opportunities, but not edit all the existing learning opportunities in your organization. Please note that this permission doesn't allow users to create new event collections.
Submit Events: Allow users to submit learning opportunities for approval that can be published or declined by users with Manage Events permission.
Manage Event Attendance: This enables users to view and manage event attendance, though it does not allow them to edit the events in your organization.
View Event Attendance: This enables users to view attendance for all events within your organization.
Manage Collections: This enables users to create and edit collections that can be assigned to learning opportunities.
Manage Event Requests: This enables users to review, approve, update, and comment on either all event requests submitted in your organization (when given globally) or for specific user group(s) in your organization (see Delegable Permissions below)
Management Permissions
Manage Users: This is an administrative permission that enables users to see and utilize the KickUp Directory. Users with this permission can invite new users to KickUp, create user groups, and add or remove special permissions from users. This permission should only be held by highest-level KickUp administrators at your organization.
Manage Coaching (requires Coaching module): An administrative permission that enables users to create and manage coaching instances, including the rosters and any associated forms and settings. You generally will want to grant this permission to a small group of administrators overseeing coaching processes.
Manage Walkthroughs (requires Walkthrough module): An administrative permission that enables users to create and manage walkthroughs, including the rosters and associated form and settings. You generally will want to grant this permission to a small group of administrators overseeing walk-through processes.
Manage Evaluations (requires Evaluation module ): An administrative permission that enables users to create and manage evaluations, including rosters and Evaluation instance configurations. This permission should only be held by the select highest-level KickUp Evaluation administrators at your organization.
To enable permissions for specific users (requires "Manage Users" permission):
In the sidebar Menu on the left side of your screen, navigate to the Manage section, then click Directory.
Find the user you'd like to edit, and click on their name to edit.
Under "Management Permissions" click on any permissions you'd like to enable.
Click "Save" at the bottom of the screen.
Alternatively, you can "Bulk Add" or "Bulk Remove" permissions from the Directory page by selecting user(s) and clicking Bulk Actions, then clicking User Permissions.
Group-Based Permissions
You are also able to delegate permissions for users to manage specific groups. Delegating group-based permissions means that a single user can perform certain actions with regards to members of selected groups. The current list of group-based permissions include:
Manage Event Requests (events-users-only): This enables users to review, approve, update, and comment on any event requests submitted in your organization by members of the groups for which this permission has been assigned.
To Enable Group-Based Permissions
In the sidebar Menu on the left side of your screen, click Manage - Directory.
Find the user you'd like to edit, and click on their name to edit.
In the Management Permissions section, use the dropdown list to the right of each permission type to select the group for which you'd like this user to have permission to manage event requests.
