Not every HR team or team member has the same needs when it comes to using Localyze. That's why there are different roles and permission levels, designed to provide just the right amount of information and visibility of Talent information for each user while protecting its privacy where needed. Read more about the different roles and find out what our suggested best practices are.
When creating a new team member on Localyze, you can decide on their specific user role, which gives them different powers within Localyze.
| | Superadmin | Regular | Viewer | | --- | --- | --- | --- | | Talent information | view & edit all | view & edit if assigned as HR manager or Follower | restricted view if assigned as Follower | | Company information | view & edit | view | view | | Office information | view & edit | view | view | | Team members | view & edit | view | view | | Reporting | view & download | ✖️ | ✖️ | | Create new case | ✅ | ✅ | ✖️ | | Submit Pre-Checks | ✅ | ✅ | ✅ | | Knowledge Page | ✅ | ✅ | ✅ |
HR Manager & Follower
For each case, you can determine who has access to the Talent profile and information.
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📌 Superadmins
****have access to all Talents of your company in Localyze. All other HR team members (Regular
, Viewer
) only have access to Talent information if they are assigned to the case as an HR manager or a Follower. For more details, read below.
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Superadmins
and Regular
users can be assigned as the HR manager responsible. Viewer
HR users cannot be assigned as HR Managers to a case, as they don’t have access to the relevant and necessary information on the Talent profile.Regular
HR users ****that are assigned as Followers to a case can view and edit the Talent profile. They have access to messages, updates, and tasks.Viewer
HR users that are assigned as Followers to a case can only view the Talent on the talent page but have no access to the Talent profile. They can only see the following information per Talent:
Viewer
Superadmins
don’t need to be added as Followers to a case. By nature, they have visibility (and editing rights) to all your Talent on Localyze.☝️You can only assign an HR user of your team as HR Manager responsible OR Follower, not both at the same time.
<aside> 🤷♀️ Don’t know where to start? Reach out to the Customer Success team and we help you find the right setup for your team.
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Viewers
, and add them as Followers to the Talent.
Regular
HR users and assigned as HR managers to their talent so they have full access to the Talent information.Viewers
and don’t assign them as Followers to any Talent. They will not see Talent data but can submit pre-checks and learn more about waiting times on the knowledge page.Superadmin
users to a minimum. For very small teams, it may be helpful to have more than one Superadmin
to ensure smooth handling of Localyze cases in times of absence.Regular
HR users. Remember to add a team member as a Follower when creating the case.