How to Configure Access Control in Performance+

Overview:

This article explains how to configure and manage access control settings in Performance+ to define who can view, create & manage review cycles.

TABLE OF CONTENTS

• Accessing Performance+
• Review Cycle Permissions & Behaviors Explained
  • Create review cycles
  • View all created review cycles and manage cycle editors
  • Cycle editors (per-cycle access)

Accessing Performance+

To access the Performance+ module, you must first make sure that your role has the right access control settings.

1. Navigate to Settings > Access Control and click on your role.
2. Then, scroll down the Access to system functions section and look for Performance +.
3. Enable permissions for create review cycle, view all created cycles and manage cycle editors & configure master form and rating scale templates for full access to the Performance + module.

Review Cycle Permissions & Behaviors Explained

Each system permission defines what a user can and cannot do in the Performance+ module. 

Create review cycles

View all created review cycles and manage cycle editors

Configure master form and rating scale templates

• This has been renamed from Configure form templates that was part of the Performance module configuration. 
• It serves the same function for users; allowing you to create master form & rating scale templates now in Performance +
  

Cycle editors (per-cycle access)

We have introduced a new layer of access permissions - on a per-cycle level. This allows global organisations to provide more granular access for country-specific administrators to manage review cycles in their own market.

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