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Profile Scope & Permissions

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Stephen Spiegel
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Profiles

To manage your profiles go to Organization > Profiles and then click on the profile you want to manage.

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Profile Scope

The scope determines which data you have access to. There are 3 scope levels:

  1. All company - The profile has access to all data in the company.

  2. Locations and Teams managed by User - The profile has access to only the user data that belongs to the locations and teams that they manage. You can define and manage this on your Employees List, just navigate to Organization > Employees and then click on the specific employee.




  3. Only User information - This profile only has access to their own user information.  This is the lowest scope level.

 

See the screenshot below which highlights the scope levels:

 

 

 

Profile Permissions

Profile permissions determine what you can do to the data in your scope. Permissions are broken into 5 categories:

  1. Settings
  2. Setup
  3. Operations
  4. Reports
  5. Dashboards

 

Settings Permissions

Settings permissions are normally reserved only for the Crewhu administrator and sometimes for other members of the executive team. Only a profile with the "All company" scope has access to these permissions. By default, the "Admin" profile is the only profile with access to "Settings".


Below each section, you'll see a screenshot that highlights where this feature is located.

  1. Modules - A module is a group of features. This is where you can turn modules on/off.  If a module is turned off the feature and associated pages will not be available anymore.




  2. Survey - Where you configure Survey Settings. Normally the users in charge of implementation and management have access to this setting.




  3. Badge - Where you configure Badge Settings such as default values, badge level by profile, recognition award scope, and badge allowance. You can check out more about it in this article: Badge Settings – Crewhu
  4. Contests - Where you can configure the update of External Metrics via Email or API to use in Contests. Recommended article: External Metrics: Gamify any metric and automate it using scheduled emails – Crewhu
  5. Café - Defines the scope of the Café feed for the profile and which profile can post important messages.




  6. Company - Grants access to the "Company Settings" tab, which allows you to create custom fields for contacts and companies. This is useful for segmenting NPS campaigns.
  7. Dashboard - Used to configure and launch Crewhu big screen dashboards.




  8. Notification - This is where all Crewhu notifications are managed.
  9. Integration - This is where you access Crewhu's premium integrations.




  10. Profiles - This is where you manage Profiles. You cannot manage permissions if you do not have access to the profile settings page.




  11. NPS Settings - This is where you create new rules and templates for ongoing NPS campaigns.
  12. External NPS - Optional module that is only activated in specific cases.
  13. Employee Sync - This is where you allow access to ConnectWise's Employee Sync. You can read more about it here: ConnectWise Integration: Employee Sync – Crewhu

  14. Custom Survey - Where you can create new separate CSAT surveys. Article: Custom Surveys Settings – Crewhu




  15. Prizes - Where you can activate and set the Prize Automation. Article: Prize Automation - Process prize requests automatically – Crewhu

 

See the screenshot below which highlights the Settings permissions details:

 

Setup Permissions

Setup permissions are normally reserved only for the Crewhu administrator and sometimes for other members of the executive team. Only a profile with "All company" scope will have access to all Setup permissions.  Profiles with the "Locations and Teams managed by Users" scope will only have permission options for employees in their scope and for KPIs. Profiles with the scope "Only user information" will not have access to Setup permissions.

 

  1. Locations - The HQ location is automatically added during the signup process.  Locations are used to represent a physical place.  Metrics can be reported by location.  Locations can be added and managed by a user with a profile that is granted permission.  Only profiles with the scope "All company" will be able to be granted this permission.




  2. Teams - This is an optional feature and can be used to break users into teams based on department, function, or workgroup. Teams will normally have a leader or manager. Metrics can be reported on by Team. Teams can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "All company" will be able to be granted this permission.




  3. Positions - Positions are used to represent the roles in your organization. It is also used to scope goal-based contests.  For example, you can set a goal-based contest for only Level 1 Technicians. Positions can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "All company" will be able to be granted this permission.




  4. Employees - Employees can be added and managed by a user with a profile that is granted permission. Profiles with the scope "All company" can be granted access to all employees in the company. Profiles with the scope  "Locations and Teams managed by User" can only have access to the employees in the location and team that they manage.




  5. Filters Report - It is possible to save report filters so that you don't have to configure every detail, such as "Timeframe," "Locations," and others, every time you access a report. Only profiles with the "All company" and "Locations and Teams managed by Users" scopes will be able to be granted this permission.
  6. Companies - Companies can be added to better organize your contacts/clients. This is also important for NPS campaigns. Only profiles with the "All company" and "Locations and Teams managed by Users" scopes will be able to be granted this permission.
  7. Badges - Every account starts with a default set of badges that can be edited or even deleted.  We recommend that you create badges that are unique to your company's core values and goals.  Badges can be added and managed by a user with a profile that is granted permission.  Only profiles with the scope "All company" will be able to be granted this permission. 




  8. Prizes - Every account starts with a default set of prizes for inspiration.  It is recommended that prizes chosen for the store are meaningful to your team. Prizes can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "All company" will be able to be granted this permission. 




  9. Automated Prizes - The automated prizes feature helps to streamline the prize acquisition process. You can read more about them on this link. Only profiles with the scope "All company" will be able to be granted this permission.
  10. Scores - Scores are a combination of more than 1 metric with a weight attached and are used to create KPIs and goal-based contests. Scores can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "All company" will be able to be granted this permission. 




  11. External Metric - We use External Metrics to measure and reward the performance on metrics tracked outside of Crewhu. After adding them to our system, it is possible to automate Contests. Only profiles with the scope "All company" will be able to be granted this permission.
  12. Survey Tags - Tags are used externally on your client survey and internally to tag a survey during the review process. You can report on tags to more easily uncover areas of improvement and focus.  Your account has 6 default tags that can be edited or even deleted. Tags can be added and managed by a user with a profile that is granted permission. Only profiles with the scope "All company" will be able to be granted this permission. 




  13. Employee Groups - Employee Groups are a way of organizing your team to create Contests and filter reports. Only profiles with the scope "All company" will be able to be granted this permission.

 

Operations Permissions

Operations permissions are related to the day-to-day operations of Crewhu.  

 

  1. Contests - Contest permissions can give the profile the ability to create and manage contests.  Profiles with "all company" and "locations and teams managed by user" scopes have access to these permissions. These permissions are normally granted to Admins and Managers.




  2. Badge History - Badge history permissions give the user access to view and manage badge history within their scope. These permissions can be granted to all scopes. Normally Admins have all permissions granted while Managers and Employee profiles have view access.




  3. Prize History - Prize history permissions give the profile access to view and manage prizes in their scope. The prize admin is normally given all permissions while all other profiles are normally given view access.




  4. Survey History - Survey history permissions give the profile access to view and manage survey history. Survey history is used to complete the feedback loop process through feedback review. All permissions are normally granted to managers in charge of customer satisfaction. All other profiles are normally given view access.




  5. NPS History - NPS History permissions allow the profile to check the previous NPS answers. These permissions are normally granted to Admins and Managers.

 

 

Reports Permissions

Reports permissions give the profile view access to report data in their scope. Reports are available for scopes "All company" and "Locations and Teams managed by User". Reports are normally used by Admins and Managers. Permissions are given by the report.

 

  1. Bucks Details - This report provides a comprehensive overview of all Crewhu Bucks transactions within your account. Used to track Bucks distribution and usage, including transaction types (badges, contests, surveys, or prizes), dates, statuses, and descriptions. Article: Report - Bucks Details – Crewhu
  2. Bucks Rewarded - Gives detail on how much was rewarded by source, location, team, and user.  Used to keep track of spend, reward equity, and engagement. Article: Report - Bucks Rewarded – Crewhu

  3. Bucks Redeemed - Gives details of the amount redeemed by location, team, and employee. The report also can track the taxable reward amounts for proper bookkeeping. Article: Report - Bucks Redeemed – Crewhu

  4. Badge Engagement - Keeps track of badge recognition awards based on location, team, user, and individual badge awards.  This report is a great way to track engagement and see what and who is being mostly awarded. Article: Report - Badge Engagement – Crewhu

  5. CSAT Details - Keeps track of client feedback by the organization location, team, employee as well as client.  This report gives you an easy way to gauge your client's engagement and see which team members are doing well and who need additional coaching. Article: Report - CSAT Details – Crewhu

  6. CNV Details - Used to track the percentage of CSAT survey responses compared to resolved tickets. It helps measure customer engagement and feedback collection effectiveness. Article: Report - Conversion Rate for Connectwise and Autotask Tickets – Crewhu
  7. NPS Details - Used to analyze your NPS Article: Report - NPS Details – Crewhu
  8. Score - This report helps you track the Crewhu score by your organization, locations, teams, and individual team members.  It takes into account a number of metrics that gauge team alignment. Article: Report - Crewhu Score – Crewhu


 

 

Dashboard Permission

Dashboard permission gives the profile view access to the manager dashboard with data based on their scope. The manager dashboard is available to all profiles with scopes "All company" and "Locations and Teams managed by User."  The manager dashboard is used to give managers a quick view of important data that Crewhu tracks.





See the screenshot below for an example of the manager dashboard:

 

 

 

 

 

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