Permission Group Configurations

The list below describes configurations for permission groups to guide you when creating groups for your employees.

Note: It is recommended that permission groups be created early in the set up process. Employees will not be able to access Staff & Performance Development unless they have been added to a permission group.

Permission Group Configurations
Configurations - Data Collection Section
Configurations - Experience Section
Configurations - Forms Section
Configurations - Employees Section
Configurations - Administration Section
Configurations - Reports Section
Permission Group Example - Senior Staff
Permission Group Example - BCBA
Permission Group Example - Lead RBT
Permission Group Example - RBT

Access the Administration section from Staff & Performance Development menu.

 

Permission Group Configurations 

Permissions display in a nested tree format and are organized according to Staff & Performance Development sections: Data Collection, Experience, Forms, Reports, Employees and Administration.

• A user is an employee assigned to the permission group OR employees assigned to a position that is assigned to the permission group.
• The System grants a user the greatest level of access if conflicts exist with permission group assignments  (i.e. employee assigned to multiple groups with different permissions).

Data Collection Tasks - Allow data to be collected on employees within the organization

• Data Collection Tasks > Global
  • If selected, the user can collect data on all employees across the organization
• Data Collection Tasks > All team members
  • If selected, users can collect data on all employees within their team
  • Can be partially selected if any of the nested options are selected
• Data Collection Tasks > All team members > Direct Reports
  • If selected, users can collect data on all Direct Reports within their team
• Data Collection Tasks > All team members > Indirect Reports
  • If selected, users can collect data on all Indirect Reports within their team
• Data Collection Tasks > All team members > Supervisees
  • If selected, users can collect data on all Supervisees within their team
• Data Collection Tasks > All team members > Supervisors
  • If selected, users can collect data on all Supervisors within their team
• Data Collection Tasks > All team members > Manager
  • If selected, users can collect data on the Manager within their team
• Data Collection Tasks > All team members > Self
  • If selected, users can collect data on themselves
• Data Collection Tasks > Delete Past Sessions
  • If selected, users can delete data collection sessions of employees they have permission to collect data on

Experience Section - Allow the use of the Experience Tracker to log and monitor requirements towards BACB certifications

• Experience > My Tracker
  • If selected, users have access to the My Tracker area of the portal to log their hours and requirements toward BACB certification requirements
• Experience > My Supervisees
  • If selected, users have access to the My Supervisees  area of the portal to monitor their supervisees' progress toward completion of BACB certification requirements

Forms Section - Allow viewing and editing of forms and measurements

• Forms > All Forms and Measurements
  • If selected, users have access to all Forms and Measurements areas 
  • Can be partially selected if any of the nested options are selected
• Forms > All Forms and Measurements > My Forms and Measurements 
  • If selected, users have access to the My Forms and Measurements area of the portal to create forms and measurements and share them with other employees 
• Forms > Shared Forms and Measurements 
  • If selected, users have access to the Shared Forms and Measurements area of the portal   to access forms and measurements that are shared with them from other employees 

Employees Section - Allow viewing and editing of employee information within the organization

• Employees > Global
  • If selected, users have access to all employees across the organization
•  Employees > All team members 
  • If selected, users have access to all employees within their team
  • Can be partially selected if any of the nested options are selected
• Employees > All team members > Direct Reports 
  • If selected, users have access to employee information on all Direct Reports within their team
• Employees > All team members > Indirect Reports 
  • If selected, users have access to employee information on all Indirect Reports within their team
• Employees > All team members > Supervisees
  • If selected, users have access to employee information on all Supervisees within their team
• Employees > All team members > Supervisors
  • If selected, users have access to employee information on all Supervisors within their team
• Employees > All team members > Managers
  • If selected, users have access to employee information on the manager within their team
• Employees > Delete Employees
  • If selected, users can delete other employees from Staff & Performance Development
• Employees > Edit Own Credentials
  • If selected, users can edit their own credentials from their employee profile
• Employees > View Own Performance
  • If selected, users can view their own performance sessions from their employee profile

Administration Section - Allow viewing and editing of the organization's  administrative information 

Note: Catalyst administrators automatically have access to the Subscriptions tab in Staff & Performance Development

• Administration > All
  • If selected, users have access to all administration areas in Staff & Performance Development and allows access to all organization information
  • Can be partially selected if any of the nested options are selected
• Administration > All > Organization
  • If selected, users have access to the Organization page of the Administration area
• Administration > All > Sites
  • If selected, users have access to the Sites page of the Administration area
• Administration > All > Permission Groups
  • If selected, users have access to the Permission Groups page of the Administration area
• Administration > All > Positions
  • If selected, users have access to the Positions page of the Administration area
• Administration > All > Credentials
  
  • If selected, users have access to the Credentials page of the Administration area
• Administration > All > Subscriptions
  • If selected, users have access to manage Staff & Performance Development subscription details

Reports Section - Allows viewing and editing of reports for employees within the organization

• Reports > Global 
  • If selected, users have access to reports for all employees across the organization
• Reports > All team members 
  • If selected, users can view reports for all employees within their team
  • Can be partially selected if any of the nested options are selected
• Reports > All team members > Direct Reports
  • If selected, users can view reports on all Direct Reports within their team
• Reports > All team members > Indirect Reports
  • If selected, users can view reports on all Indirect Reports within their team
• Reports > All team members > Supervisees
  • If selected, users can view reports on all Supervisees within their team
• Reports > All team members > Supervisors
  • If selected, users can view reports on all Supervisors within their team
• Reports > All team members > Manager 
  • If selected, users can view reports on their team connections that are Supervisors
• Reports > All team members > Managers
  • If selected, users can view reports on the manager within their team
• Reports > All team members  > Self
  • If selected, users can view their own reports

Permission Group Examples

The following permission group examples are suggested based on employee roles and positions. 

• Lead administrators can be added to the Administrators permission group. This group is built into the system and provides unrestricted access to all sections.
• The Global setting allows users to access information for all employees in the organization. It displays in the Data Collection, Employees and Reports permission group sections.

Senior Staff

BCBA

Lead RBT

RBT

Administrators may want to restrict permissions For RBTs who are not in a lead position. It is suggested to select the following settings for these employees:

• Data Collection > Self
• Experience > My Tracker
• Employees > View own performance 
• Reports > Self