Permission

Options

Default Permissions

Accolades: Create Accolade

1. Can Create Accolades for Anyone

2. Can Create Accolades for Subordinate Users (all users they manage)

Allows for editing and deleting accolades the user creates. "Can Create Accolades for Anyone" allows for editing and deleting of all accolades.

• Admin = 1

• Manager = 2

• Employee = none

Permission

Options

Default Permissions

Ambition Scores: Custom Targets

1. Can Edit Custom Targets for All Users

2. Can Edit Custom Targets for Managed Users/Groups

Editing custom scores does not allow a manager to edit scorecard configurations (cannot add/remove metrics or adjust weighting), but they can manage custom targets for users they manage.

Allows for creating, editing, and deleting custom scorecard targets within the manual custom target calendar, and uploading custom scorecard targets.

• Admin = 1

• Manager = none

• Employee = none

Ambition Scores: Edit

1. Yes - Can Edit Activity and Objective Scores

2. No - Cannot Edit Activity and Objective Scores

Allows for creating, editing, and deleting all scorecards, creating, editing, and deleting custom scorecard targets, and uploading custom scorecard targets.

• Admin = 1

• Manager = 2

• Employee = 2

Permission

Options

Default Permissions

Analytics Reporting: View

1. Yes

2. No

• Admin = Yes

• Manager = Yes

• Employee = No

Permission

Options

Default Permissions

Billing: View

1. Yes - Can view Ambition billing information

2. No - Cannot view Ambition billing information

• Admin = Yes

• Manager = No

• Employee = No

Permission

Options

Default Permissions

Coaching: All Access

1. Yes - Can access all coaching data within Ambition. Learn more here.
   
   

2. No - Can only access their personal coaching data, and if applicable, coaching data for users they manage. 

The "Coaching: All Access" permission is not editable and is only able to be assigned through a custom permission set or assigned to an individual user.

If you would like "Coaching: All Access" assigned to a custom or individual permission, reach out to gethelp@ambition.com.

• Admin = No*

• Manager = No

• Employee = No

*Instances created previous to 5/17/22 will have the permission "Admin = Yes" by default.

Coaching Analytics

1. Can View Coaching Analytics Only for Themselves and Direct Reports*

2. Can View Coaching Analytics and Reports for the Entire Organization

*If Executive Level coaching visibility is enabled, users will be able to see coaching data for everyone in their hierarchical tree.

• Admin = 2

• Manager = none

• Employee = none

Coaching Cadences: Can Add and Manage Employees in a Cadence

1. Yes, all employees

2. Yes, subordinates

• Admin = 1

• Manager = 2

• Employee = none

Coaching Cadences: Create Cadence

1. Yes

2. No

Users with permission to create cadences will be able to edit, close, and delete cadences where they are listed as the owner.

• Admin = 1

• Manager = 2

• Employee = 2

Coaching: Can Complete Check-Ins Outside of the Check-In Page

1. Yes

2. No

Users with permission to complete check-ins outside of the coaching page will have a "mark complete" action available on check-in card views, and they can mark up to 500 check-ins complete at a time on the manage coaching pages.

• Admin = 2

• Manager = 2

• Employee = 2

Coaching: Create Action Plan

1. Can Create Action Plans for Anyone

2. Can Create Action Plans for Subordinate Users (all users they manage)

Create permission also allows for editing and deleting action plans the user creates.

• Admin = 1

• Manager = 2

• Employee = none

Coaching: Create Check-In

1. Can Create Check-Ins for Anyone

2. Can Create Check-Ins for Subordinate Users (all users they manage)

Create permission also allows for editing and deleting check-ins the user creates.

• Admin = 1

• Manager = 2

• Employee = none

Coaching: Create Group Check-In

1. Yes - Can Create Group Check-In for themselves to host and add users they manage as participants

2. No - Cannot Create Group Check-Ins

Create permission also allows for editing and deleting group check-ins the user creates.

Assigned managers and co-coaches will be able to edit the group check-ins they are assigned to even if they don't have create group check-in permissions.

• Admin = Yes

• Manager = Yes

• Employee = No

Coaching: Create Managed Program

1. Yes - Can Create Managed Program

2. No - Cannot Create Managed Program

Create permission also allows for editing and deleting managed programs the user creates.

• Admin = Yes

• Manager = No

• Employee = No

Coaching: Create Note

1. Can Create Notes for Anyone

2. Can Create Notes for Subordinate Users (all users they manage)

Create permission also allows for editing and editing notes the user creates.

• Admin = 1

• Manager = 2

• Employee = none

Coaching: Create Program

1. Can Create Programs for Any Manager

2. Can Create Programs for Self 

Create permission also allows for editing and deleting programs the user creates.

Managers without "Coaching: Create Program" permission will be able to add agenda items or edit agenda items they previously added to programs created on their behalf (selected as a manager in Step 3 of the create form).

• Admin = 1

• Manager = 2

• Employee = none

Coaching: Create Rating Category

1. Yes - Can Create Rating Category

2. No - Cannot Create Rating Category

Create permission also allows for editing, duplicating, and deleting rating categories the user creates.

• Admin = Yes

• Manager = No

• Employee = No

Coaching: Create Template

1. Yes - Can Create Coaching Template

2. No - Cannot Create Coaching Template

Create permission also allows for editing, duplicating, and deleting templates the user creates.

If managers have permission to create templates, they will also be able to duplicate templates where they are assigned as a manager (selected in step 2 of the template form).

• Admin = Yes

• Manager = No

• Employee = No

If a user had "yes" permission for any of the previous four create template permissions (action plan, check-in, group check-in, program) as of 12/3/24, they were migrated to having "yes" permission for creating coaching templates.

Permission

Options

Default Permissions

Competitions: All Access

1. Yes - Can Create, Edit, Duplicate, and Delete All Competitions

2. No - Cannot Create, Edit, Duplicate, or Delete Any Competitions

Fantasy and bracket competitions do not support duplication at this time.

• Admin = Yes

• Manager = No

• Employee = No

Competitions: Create Challenges

1. Can Create Challenges and Bracket Competitions for Anyone

2. Can Create Challenges and Bracket Competitions for Managed Users/Groups

Challenges: Create permission also allows for editing, duplicating, and deleting challenges the user creates.

Brackets: Create permission also allows for editing and deleting brackets the user creates.

• Admin = 1

• Manager = 2

• Employee = None

Competitions: Reprocess Challenges

1. Yes - Can Reprocess Completed Challenges

2. No - Cannot Reprocess Completed Challenges

Users must have permission to create challenges as well.

Those will "Competitions: All Access" will be able to reprocess all completed challenges.

Those with "Create Challenges" can reprocess challenges they create.

• Admin = Yes

• Manager = No

• Employee = No

Permission

Options

Default Permissions

Data: Entry

1. Can Enter Data for Anyone

2. Can Enter Data for Self

3. Can Enter Data for Subordinate Users (all users they manage)

• Admin = 1

• Manager = 2 and 3

• Employee = none

Permission

Options

Default Permissions

Goals: Create

1. Can Create Goals for Anyone

2. Can Create Goals for Self

3. Can Create Goals for Subordinate Users(all users they manage)/Groups

Creators of public and private goals will be able to edit goals they create even if they do not have an explicit level of the "Goals: Edit" permission.

• Admin = 1

• Manager = 2 and 3

• Employee = 2

Goals: Edit

1. Can Edit All Goals

2. Can Edit Goals for Subordinate Users (all users they manage)/Groups 

Even with "Can Edit All Goals" permission, editing private goals will be limited to those who can view the private goal and the goal creator.

• Admin = 1

• Manager = 2

• Employee = none

Permission

Options

Default Permissions

Group Memberships: Edit

1. Can Join Open Groups

2. Can Leave Open Groups 

• Admin = 1

• Manager = none

• Employee = none

Groups: Create

1. Yes - Can Create New Groups

2. No - Cannot Create New Groups

• Admin = 1

• Manager = 2

• Employee = 2

Groups: Edit

1. Can Edit Subordinate Groups (groups where they are listed as the group manager)

2. Can Edit All Groups 

• Admin = 2

• Manager = 1

• Employee = none

Group Types: Create 

1. Yes - Can Create New Group Types

2. No - Cannot Create New Group Types

• Admin = Yes

• Manager = No

• Employee = No

Group Types:
Edit 

1. Can Edit All Group Types 

• Admin = Yes

• Manager = none

• Employee = none 

Permission

Options

Default Permissions

Homepage: Customize Activity Metric Cards

1. Yes - can customize the activity cards on their own manager homepage.

2. No - cannot customize the activity cards on their own manager homepage.

• Admin = No

• Manager = No

• Employee = No

Permission

Options

Default Permissions

Integrations: Edit

1. Yes - Can Set Up New Integrations and Edit and Delete Existing Integrations. Can Create, Edit, and Delete all Metrics.

2. No - Cannot Set Up New Integrations or Edit and Delete Existing Integrations. Cannot Create, Edit, and Delete Metrics.

• Admin = Yes

• Manager = No

• Employee = No

Permission

Options

Default Permissions

Metrics: Edit

1. Yes - Can Create, Edit, and Delete All Metrics

2. No - Cannot Create, Edit, or Delete Metrics

• Admin = Yes

• Manager = No

• Employee = No

Permission

Options

Default Permissions

Organization: Edit

1. Yes - Can Edit Organizational Settings

2. No - Cannot Edit Organizational Settings

• Admin = Yes

• Manager = No

• Employee = No

Permission

Options

Default Permissions

Pipeline: Create Views

1. Yes - Can Access Views Shared with Them, Create Pipeline Views, Generate Insights, and Export Views

2. No - Cannot Access or Create Pipeline Views

Create Views permission also allows for editing, and deleting pipeline views the user creates. Additionally, views and templates that have been shared with a "create" user can be edited and saved as new views.

• Admin = Yes

• Manager = Yes

• Employee = No

Pipeline: Manage Views

1. Yes - Can Access Views Shared with Them, Create Pipeline Views, Generate Insights, and Export Views. Can Create, Edit, Delete, and Share Pipeline Templates. Can set and edit which record types and field are able to be used in pipeline views.

2. No - Cannot Create, Edit, Delete, or Share Pipeline Templates.

• Admin = Yes

• Manager = none

• Employee = none

Permission

Options

Default Permissions

Show Stack Ranking References

1. Yes - Can See References to Stack Ranking on the Metrics Tab and When Viewing Group Goal Contribution

2. No - Cannot See References to Stack Ranking on the Metrics Tab and When Viewing Group Goal Contribution

• Admin = Yes

• Manager = Yes

• Employee = Yes

Permission

Options

Default Permissions

Permissions: Edit

1. Yes - Can Edit Ambition Permissions

2. No - Cannot Edit Ambition Permissions

• Admin = Yes

• Manager = No

• Employee = No

Permission

Options

Default Permissions

TVs: Create

1. Yes - Can Create New TVs

2. No - Cannot Create New TVs

Creators will be able to edit and delete the TVs they create without needing "TVs: Edit" permission.

• Admin = Yes

• Manager = No

• Employee = No

TVs: Edit

1. Can Edit All TVs

• Admin = 1

• Manager = none

• Employee = none

TV Shared Slide: All Access

1. Yes - Can Create, Edit, and Delete Shared Slides

2. No - Cannot Create, Edit, or Delete Shared Slides

• Admin = Yes

• Manager = No

• Employee = No

Permission

Options

Default Permissions

Users Analytics Metrics: View

1. Yes - Can View Analytics Metrics

2. No - Cannot View Analytics Metrics

Only an option for instances where Google Analytics Metrics are enabled.

• Admin = Yes

• Manager = Yes

• Employee = No

Users: Assign Admins

1. Yes - Can Assign Admin Permission

2. No - Cannot Assign Admin Permission

The "Users: Assign Admins" permission is not editable and is only able to be assigned to system admin.

• Admin = Yes

• Manager = No

• Employee = No

Users: Assign Managers

1. Yes - Can Assign Manager Permission

2. No - Cannot Assign Manager Permission

• Admin = Yes

• Manager = No

• Employee = No

Users: Create

1. Yes - Can Create New Users in Ambition

2. No - Cannot Create New Users in Ambition

• Admin = Yes

• Manager = No

• Employee = No

Users: Delete

1. Can Delete (Deactivate) Subordinate Users (all users they manage)

2. Can Delete (Deactivate) All Users

• Admin = 2

• Manager = none

• Employee = none

Users: Edit

1. Can Edit Self

2. Can Edit Subordinate Users (all users they manage)

3. Can Edit All Users

• Admin = 3

• Manager = 1

• Employee = 1

Users: Edit Integration UIDs

1. Can Edit Own Integration UIDs

2. Can Edit Subordinate Integration UIDs (all users they manage)

3. Can Edit All Integration UIDs

• Admin = 3

• Manager = none

• Employee = none

Users: Manage Out of Office

1. Can Manage Out of Office For Subordinate Users (all users they manage)

2. Can Manage Out of Office For All Users

• Admin = 2

• Manager = 1

• Employee = none

Permission

Options

Default Permissions

Workflows: All Access

1. Yes - Can Create, Edit, and Delete All Workflows

2. No - Cannot Create, Edit, and Delete All Workflows

• Admin = Yes

• Manager = No

• Employee = No

Workflows: Create

1. Yes

2. No

Create permission also allows for editing and deleting workflows the user creates.

• Admin = Yes

• Manager = Yes

• Employee = No

Workflows: Edit

1. Can Edit All Workflows

2. Can Edit Workflows for Subordinates (all users they manage)

• Admin = 1

• Manager = 2

• Employee = None