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How are permissions defined?

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Bethany Bailey
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Ambition Permission Definitions

Ambition offers the ability to customize the manager and employee system permission sets as well as the option to create custom permission sets that give additional permissions for groups of users, ex. Team Leads, Enablement, on top of their system permissions. Specific users can also be given individual levels of access, ex. a single user needs permission to help create TVs.

The tables below list each available permission setting, the options, and the defaults for each system permission set (Admin, Manager, & Employee). Available permission settings will be dependent on the package of Ambition your organization uses.

 

Accolades

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

 

Ambition Scores

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 & Objective Scores
  2. No - Cannot Edit Activity & 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

 

Analytics Reporting

Permission

 Options Default Permissions

Analytics Reporting: View
  1. Yes
  2. No
  • Admin = Yes
  • Manager = Yes
  • Employee = No

 

Billing

Billing tab found under the Administration section of the left navigation.

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

 

Coaching

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: 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 Action Plan Template
  1. Yes - Can Create Action Plan Template
  2. No - Cannot Create Action Plan Template

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

If managers have permission to create action plan templates, they will also be able to edit, duplicate, and delete action plan templates where they are assigned as a manager (selected in step 2 of the action plan template form).
  • Admin = Yes
  • Manager = No
  • Employee = No
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 Check-In Template
  1. Yes - Can Create Check-In Template
  2. No - Cannot Create Check-In Template

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

If managers have permission to create check-in templates, they will also be able to edit, duplicate, and delete check-in templates where they are assigned as a manager (selected in step 2 of the check-in template form).
  • Admin = Yes
  • Manager = No
  • Employee = No
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 Group Check-In Template
  1. Yes - Can Create Group Check-In Template
  2. No - Cannot Create Group Check-In Template

Create permission also allows for editing, duplicating, and deleting group check-in templates the user creates.

If managers have permission to create group check-in templates, they will also be able to edit, duplicate, and delete group check-in templates where they are assigned as a manager (selected in step 2 of the group check-in template form).
  • Admin = Yes
  • Manager = No
  • 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 Program Template
  1. Yes - Can Create Program Template
  2. No - Cannot Create Program Template

Create permission also allows for editing, duplicating, and deleting program templates the user creates.
  • Admin = Yes
  • Manager = No
  • Employee = No
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.
  • Admin = Yes
  • Manager = No
  • Employee = No

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

 

Competitions

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
  • Admin = Yes
  • Manager = No
  • Employee = No
Competitions: Create Challenges
  1. Can Create Challenges for Anyone
  2. Can Create Challenges for Managed Users/Groups

Create permission also allows for editing, duplicating, and deleting challenges the user creates.
  • Admin = 1
  • Manager = 2
  • Employee = None

 

Data

Correlates to the ability to enter data within a Manual Entry integration.

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 & 3
  • Employee = none

 

Goals

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 & 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

 

Groups

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 

 

Homepage

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

 

Integrations

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

 

Metrics

Metrics: Edit permission will give a user access to the "Metric Library" tab, but not access to "Integrations".

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

 

Organization

Organization tab found under the Administration section of the left navigation.

Allows editing of Organization Name, Image, Support Details, and Coaching Preferences.

Permission

 Options Default Permissions
Organization: Edit
  1. Yes - Can Edit Organizational Settings
  2. No - Cannot Edit Organizational Settings
  • Admin = Yes
  • Manager = No
  • Employee = No

 

Permissions

The "Permissions: Edit" permission is not editable and is only able to be assigned to those with the System Admin permission.

Permission

 Options Default Permissions
Permissions: Edit
  1. Yes - Can Edit Ambition Permissions
  2. No - Cannot Edit Ambition Permissions
  • Admin = Yes
  • Manager = No
  • Employee = No

 

TVs

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

 

Users

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

 

Workflows

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

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