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Roles and Permissions

Roles and permissions control who can create, edit, and view data in Topicflow.

Common roles

Employee:
  • Can manage their own goals, meetings, and feedback
  • Can view their own reviews
  • Can participate in surveys
Manager:
  • Everything employees can do
  • Can manage goals and meetings for direct reports
  • Can write reviews for direct reports
  • Can view feedback for direct reports
HR/People team:
  • Can create programs (reviews, surveys)
  • Can view organizational reports
  • Can manage settings
Organization admin:
  • Full access to all settings and data
  • Can manage integrations and permissions

Configuring permissions

Admins can:
  • Assign roles to users
  • Create custom roles (in some plans)
  • Set default permissions for new users

Best practices

  • Grant minimum necessary permissions
  • Review permissions regularly
  • Use role-based access (not individual exceptions)

What’s next

Visibility and privacy

Configure data visibility