Performance user rights reference
This page lists every Performance right, what Read only and Write access each allow, and which Settings pages each right opens. Use it to work out why someone can't create a cycle, can't be picked as a reviewer, can't give public feedback or can't see a settings page, and which right fixes it. To change rights or give someone a role, see Performance user rights.
Where: Performance › Settings › User Rights
You need: the Admin right with Write access to change rights. Read only on Admin lets you look.
How to check what someone can do
- Open Performance, select Settings, then Team, and note the person's Role.
- Select User Rights and find that role's column. Use the arrows next to Add Role if it is not on screen.
- Look up each right below. The pencil icon is Write access, the eye is Read only and the crossed circle is No access.
Administration
| Right | Read only | Write access |
|---|---|---|
| Admin | See every review, goal, piece of feedback and skill in the company, not just your team's. View User Rights. | Everything in Read only, plus: change rights and roles, add roles, set up recurring cycles and automations, Save as Recurring, edit and delete goal cycles, and manage any assessment cycle. |
| Reviewer | Be picked as a reviewer on a cycle, and open the team pages. | The same, plus act on team pages. |
| Team Notifications | Open Team Notifications. | Change the company's notification defaults. |
Reviewer is called the Manager right in some places. Only people whose role has it, at either level, appear in a cycle's reviewer picker.
Assessments
| Right | What it allows |
|---|---|
| Create Cycles | With Write access: create new assessment cycles. |
| Manage Cycles | Read only: open existing cycles' set-up. Write access: edit, clone, refresh assignments, import and delete cycles. |
Whoever created an assessment cycle can always manage it, whatever their rights. Anyone with Admin can manage every cycle.
Goals
| Right | What it allows |
|---|---|
| Create Goal Cycles | With Write access: create goal cycles. Editing, importing and deleting them after that needs Admin. |
| Add Goals to Employees | With Write access: add a goal to several employees in a goal cycle at once. |
| Add KPIs | Add and edit KPIs on any employee's goals, unless their goals are complete. This works even when the cycle doesn't let employees or reviewers edit KPIs. Give Write access: the buttons only show with it. |
| Delete Goal | With Write access: delete personal goals of anyone whose goals you can open, while the cycle is open. |
| Create Own Goals | With Write access: employees add their own goals while their goals are with them, before review. |
Without these rights, employees and their reviewers can still do some things in an open cycle:
- The reviewer can always add personal goals for the employee until the goals are complete.
- The employee and the reviewer can always delete personal goals.
- Goals given to a whole cycle can't be deleted by anyone. The goal shows Group goals cannot be deleted.
Feedback
| Right | What it allows |
|---|---|
| Give Feedback | With Write access: give feedback, answer feedback requests, and request feedback from others. Without it, buttons show You do not have permission to give feedback. Seeing feedback isn't affected. |
| Feedback Allow Public | Choose Public when giving feedback. Read only is enough. Without it, the Public option can't be chosen. |
| Delete Feedback | With Write access: permanently delete feedback, one at a time or several at once. Not even the person who gave it can delete it without this right. |
Who can see a piece of feedback is decided by the confidentiality chosen on it, not by these rights. See Giving and receiving feedback.
Skills
| Right | What it allows |
|---|---|
| Endorse Skills | With Write access: endorse a colleague's skill. |
| Verify Skills | Nothing at present. It is listed but no part of KAMI checks it. |
Which settings pages each right opens
The Settings menu shows only the pages your rights allow. Read only is enough to see the page in the menu.
| Settings page | Shows with | Saving needs |
|---|---|---|
| User Rights | Admin | Admin, Write |
| Team | Reviewer | Admin, Write, to change roles |
| Recurring Cycles | Reviewer | Admin, also to load the list |
| Categories, Skills, Feedback Topics | Reviewer | See their own articles |
| Automations | Reviewer | Admin, also to load the list |
| Team Notifications | Team Notifications | Team Notifications, Write |
| My Notifications | Everyone | Everyone |
If someone opens a page they can't use, KAMI moves them to the first page they can. Someone without Reviewer goes straight to My Notifications from the Settings button.
⚠️ A role with Reviewer but not Admin sees Team, Recurring Cycles and Automations in the menu but can't use them: the lists fail to load or changes are refused. Give those people Admin, or tell them these pages are for admins.
Rights every role has
Every role also carries two basic access rights that aren't shown in the matrix and can't be removed. They let everyone open Performance, see their own assessments, goals, feedback and skills, and use My Notifications.
Tips
- Set actions to Write access or No access. Read only does something useful only for Admin, Reviewer, Team Notifications, Manage Cycles and Feedback Allow Public.
- After changing a role, ask someone who has it to reload and try the task. That is the quickest check that the role does what you meant.
Troubleshooting / FAQ
Q: Someone can't see a new cycle button. Assessment cycles need Create Cycles and goal cycles need Create Goal Cycles, both with Write access.
Q: A manager can't see their team's assessments. Their role needs Reviewer. Give them the Manager role on the Team page.
Q: An employee can't add their own goal. Their role needs Create Own Goals with Write access, and their goals must still be with them, not yet with the reviewer.
Q: Someone with Read only on Add KPIs can't add KPIs. The KPI buttons only show with Write access.