The Leaders tab lists all leaders with full and limited access to results for your organization. Access the leaders list by navigating to the Settings > Employees section of the Insights Dashboard. The Leaders tab includes the following functionality:
The Organization Limits provide a quick overview of the current count of active leaders compared with the amount included in your product package. To adjust the your limits, contact your account manager.
Click on the magnifying glass icon to access search functionality and quickly find a leader record. You can search for a leader by using their name, email, phone, employee ID, or Emplify ID.
The filter icon allows you to adjust the data that is displayed on the Leaders list. By clicking one of the options listed, you can remove those employees from the list. This lets you focus on only leaders with Full or Limited access.
List of Current Leaders
The full list of leaders with access to the Emplify Portal is available in the Leaders tab. Leaders can be sorted by email address, first name, last name, and last login.
The Group Access column allows you to quickly review the access level of the employee record. Leaders with Full Access can see the Emplify Survey results and SmartPulse responses for the entire organization.
If a leader has Limited Access to results for specific groups, the groups will be listed in the Group Access column. Hover to see the full list of groups that leader has access to.
The leader list also displays the last login date for a leader. Click on the Last Login label to sort leaders by their last login date.
Update Permissions for a Leader
To see the data associated with a leader record or update their leader permissions, click on VIEW in the row associated with that leader. This will open their Employee Profile.