What are the various roles available for users in Profit.co?

Category: General

Profit.co provides roles tailored to different designations within an organization. Each employee can be assigned a role that aligns with their position, ensuring personalized access and functionality for their specific needs.

Why this feature?

Profit.co provides various roles that the Admin User (Super User) can assign to the newly created users.
Assigning focused roles minimizes distractions, streamlines workflows, and allows users to focus on relevant tasks and goals.
Clearly defined roles foster collaboration, maintain accountability and enhance team cohesion.

Note: It is important to remember that only a super user will be able to add a new employee to the organization.

The Global roles present in Profit.co are as follows:

Global roles	Description
Department Access Only	The Department Access Only users can only view and interact with OKRs related to their specific department.
Profit Manager	This role is usually assigned to the heads of departments or the middle-level management personnel who are responsible for managing and supervising a team of employees. The Profit Managers can create OKRs and Tasks if they are authorized to create them. The Profit managers will have access to create KPIs.
Profit Read Only	The Profit Read Only user would only have access to analyze and observe the status of the organizational OKRs, Tasks, and KPIs.
Profit User	Most of the employees in the organization are usually assigned the role of profit users in order to enable them to view and create OKRs and Tasks. Also, edit the OKRs and Tasks if they are assigned. The Profit Users can create OKRs and Tasks if they are authorized to create them. A profit user will have access to create KPIs, notifying the department head and champion users.
Super User	Note: By default, the user who signs up into Profit.co will be given superuser access. This role is assigned to top-level management personnel who have access to perform all kinds of functions in the app, modules, and settings. The person entrusted with this role is powerful enough to add or eliminate any kind of actions throughout the system.

The App-specific roles present in Profit.co are as follows:

Note: The app-specific roles are limited to particular modules, allowing employees to have access only to the functionalities relevant to their designated modules.

Privileges	Description
Manage	Users in this role can create, view, and oversee the entire module progress.
Access	Users in this role can create, view, and manage only their own departments.
View	Users in this role have view-only privileges to the module.

App Specific Roles	Manage	Access	View
OKR Admin	✅	✅	✅
OKR Captain	✅	✅	✅
OKR User	-	✅	✅
Strategy Roadmap Admin	✅	✅	✅
Strategy Roadmap Read Only	-	-	✅
Strategy Roadmap User	-	✅	✅
Balanced Scorecard Admin	✅	✅	✅
Balanced Scorecard Read Only	-	-	✅
Balanced Scorecard User	-	✅	✅
Task User	✅	✅	✅
PPM Admin	✅	✅	✅
PPM User	-	✅	✅
PMS Admin	✅	✅	✅
PMS User	-	✅	✅
Rewards Admin	✅	✅	✅
Rewards User	-	✅	✅
Survey Admin	✅	✅	✅
Survey User	-	✅	✅
Meetings User	-	✅	✅
Notes User	-	✅	✅

Apps	App-specific roles	Description
OKRs	OKR Admin	Users assigned this role can create, view, and manage OKRs and have the ability to create KPIs, enabling comprehensive oversight and control of organizational performance metrics. Recommended for: Chief Executive Officers (CEOs), Chief Operating Officers (COOs).
	OKR Captain	Users with this role can create, view, and manage Corporate OKRs, while also having full access to the cockpit for monitoring overall progress and alignment across the organization. Recommended for: Strategy Leaders, Department Heads, and Program Managers.
	OKR User	Users assigned this role can create, view, and manage their own OKRs independently. They have full control over their objectives and key results, empowering them to track and achieve their goals. Recommended for: Managers and Team Leaders responsible for setting team goals.
Strategy Roadmap	Strategy Roadmap Admin	Users with this role can create, view, and manage their strategy roadmaps. They have full control over their strategic plans, allowing for efficient tracking and management. Recommended for: Executive Leadership (e.g., CEO, CFO, CTO)
	Strategy Roadmap Read Only	This role enables users to view strategy roadmaps. Additionally, they have the option to expand and collapse the roadmaps for easier navigation and better visibility. Recommended for: Board Members
	Strategy Roadmap User	Users in this role can modify their designated strategy roadmaps. They have the ability to edit and manage these roadmaps, ensuring alignment with their strategic objectives. Recommended for: Department Heads
Balanced Scorecard	Balanced Scorecard Admin	Users with this role can create, view, and manage all scorecards. They can also create scorecards for every department, providing comprehensive oversight and control. Recommended for: Executive Leadership
	Balanced Scorecard Read Only	This role enables users to view the Balanced Scorecard. Additionally, they have the option to expand and collapse the Balanced Scorecard for easier navigation and better visibility. Recommended for: Board Members
	Balanced Scorecard User	Users holding this role can create, view, and manage their department's scorecards exclusively. They have permission to create scorecards for their department only, while other departments, can only view the scorecards Recommended for: Department Heads
Task	Task User	Users in this role have exclusive access to the task module, ensuring focused task management and streamlined productivity. Recommended for: Individual Contributors/Employees, Team Members, Project Coordinators, Task Owners or Assignees, Contractors or Freelancers (if working on specific tasks)
Portfolios and Projects	PPM Admin	Users in this role can create, view, and manage portfolios, roadmaps, projects, and tasks. They also have access to the cockpit, enabling comprehensive oversight and strategic management for streamlined project execution and effective goal achievement. Recommended for: Project Management Office (PMO) Director or Head, Chief Operating Officer
Portfolios and Projects	PPM User	Users in this role can access only their assigned portfolios, roadmaps, projects, and tasks. This ensures focused project management, streamlines responsibilities, and enhances productivity by narrowing the scope to relevant assignments. Recommended for: Project ManagersProgram Managers
Performance Management System	PMS Admin	Users in this role can initiate reviews, set goals, and propose development plans for employees. This empowers them to foster a culture of continuous improvement, align team goals with strategic plans, and enhance individual growth and performance. Recommended for: This role is recommended for HR And HRBP
Performance Management System	PMS User	Users in this role can submit reviews, advance goals, and progress development plans. This facilitates continuous feedback, ensures strategic alignment, and empowers individuals to contribute proactively to personal and organizational growth through meaningful goal achievement. Recommended for: Employees (individual contributors), Team Leads or Supervisors
Recognition	Rewards Admin	This role enables users to give and receive rewards while managing the rewards program, fostering a culture of recognition and incentivizing high performance throughout the organization. Recommended for: Human Resources (HR), Manager or Director, Compensation and Benefits Manager, Rewards and Recognition Program Lead, HR Business Partners, Executive Leadership (CEO, COO, etc.)
Recognition	Rewards User	This role enables users to give and receive rewards, promoting a culture of recognition and motivating individuals to contribute actively to team success and organizational growth. Recommended for: Employees (individual contributors), Team Leads or Supervisors, Managers, Department Heads
Survey	Survey Admin	Users in this role can submit surveys and initiate new ones, enabling efficient data collection and fostering valuable insights through targeted feedback. Recommended for: Human Resources (HR) Manager or Director, Training and Development Manager, Employee Engagement Manager, Customer Experience Manager
Survey	Survey User	Users in this role can submit surveys, enabling them to contribute valuable feedback and insights for data-driven improvements. Recommended for: Employees (individual contributors), Team Members, Customers or Clients, Vendors or Partners
Meetings	Meetings User	Users in this role can create, view, and manage their meetings, ensuring efficient scheduling and personal accountability. Recommended for: Employees (individual contributors), Team Leaders or Managers, Project Managers, Department Heads, Executives (including CEO, CXOs)
Notes	Notes User	Users in this role can create, view, and manage their notes, ensuring personalized organization and streamlined productivity. Recommended for: Employees (individual contributors), Team Leaders or Managers, Project Managers, Department Heads, Executives (including CEO, and CXOs)

Follow the steps below to assign roles to the user:

Navigate to Settings → User Management from the left navigation panel.

On the Active Users page, select the employee you wish to assign a role to and click on the Edit icon to proceed with adding the role.

Click the + Add Role button under the Access Information tab to assign roles.

Choose the required role and click on Add.

adding_roles

Note: You can also create Add-on Roles for users to provide access or privileges to that particular feature only.

Related Answer Post

To learn the process of creating a new user in Profit.co, click here.

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