There are two ways to think about visibility and access permissions: on the Path level and on the Team level.
Before we dive into the details, a few key terms:
- Path Member - a person who has been added to a Path (usually your frontline employees whose performance you want to track)
- Path Owner - the user who created the Path
- Team Lead - a person who is a Leader of a group or team in the org chart on the Teams page (e.g., managers, directors, VPs, etc.)
- Employees - anyone who is not a team lead (e.g., your frontline reps)
- Users can only view messages that pertain to them, so any coaching or applause is visible only to the author and the recipient (e.g., manager and direct report), no matter what Path privacy setting is enabled. (The only exception to this rule is that your superiors can also view messages their reports send and receive. For example, a director can view the message her frontline manager sent to his frontline employee).
- Employees can only view the Paths that they are a member of. Team leads can view and edit Paths that pertain to the groups and teams they lead.
- Path members cannot edit a Path. Only the Path owner and team leads can edit a Path.
Path Privacy Settings
You can manage the visibility of your Path through its privacy settings (visible on the top right side of your Path, editable in Path Settings). There are 3 options:
- Private is like your own personal draft - it is visible only to you. That means, if you add coaching to a Private path, the recipient will not be notified and they won't be able to view the coaching until you change the path to a different privacy setting.
- Only their own data is exactly how it sounds. Path members can view their own data and the team aggregate, but cannot view anyone else on the team's metrics.
- Everyone means that any Path member can view every other Path member’s data in the Path. Think of this like a leaderboard. However, Path members cannot edit any data other than their own, and cannot view any messages (e.g., coaching or applause) that they do not send or receive - those messages remain private.
Team Level Privacy Settings
The foundational principle here is that group and team leaders can view and edit the Paths created by their peers and their reports.
For example, if, in a hypothetical sales org, we have a VP, a director, and a manager, then the VP can view and edit any Paths created by the director or the manager, but the manager cannot view any Paths created by the VP, unless that Path was assigned to their team.
Leadership roles can be configured in the Teams page.