Set individual’s account roles

When you invite someone to your Principles Tools account, by default, they are assigned the ‘User’ role.  Roles define what an individual can see and do in the Principles Tools.

Edit a User's Role

1. Navigate to Administration > Users 

2. Locate the user you would like to update and select the edit icon
   

3. Open the Roles dropdown menu and select the appropriate role for the user.
   

Continue reading for details on what each role entails...

Account Role Access

User

Capabilities are based on the products purchased:

• PrinciplesUs Monthly/Annual User
  • Take the PrinciplesUs assessment
  • View others’ results via 'About Others', including running comparisons with other individuals in the account
  • Access and use 'Coaching Guides'
  • Access and use 'Groups'
  • View the Resource Center
• 5C’s Culture Survey User
  • Ability to take a launched Survey
• Bundled User
  • All the capabilities outlined for both PrinciplesUs and 5C’s Culture Survey Users above

User Administrator

Access to all functions in the 'Administration' section, including:

• Sending/resending invitations
• Deactivating users
• Changing users role from User to User Admin (but not to a full Admin)

All 'User' role capabilities for each product; plus:

• PrinciplesUs Monthly/Annual
  • Viewing and downloading all Assessment Results and Art of Working with Me PDFs
  • Sending assessment reminders
  • Deleting assessment results
• 5C’s Culture Survey 
  • Granting Users access to a Survey as a Participant and/or Manager
  • Launching a Survey
  • Viewing past Survey reports
• Bundled
  • All the capabilities outlined for both PrinciplesUs and 5C’s Culture Survey User Administrators above

Administrator

All 'User' and ‘User Administrator’ roles capabilities; plus:

• Controlling billing for the account, such as purchasing additional licenses, canceling annual renewals, and updating billing information
• Updating the Organization Name