Qualee

This article is intended for both new and existing Qualee clients.

By default, all administrators in Qualee adhere to centralized settings configured under Advanced &gt; User Access &gt; Admins.

However, you can also customize each administrator's access based on their role, position level, or tailored preferences to meet your specific needs.

First, let's understand the types of Administrators:

There are 2 types of administrator access:

1. NO restrictions can be applied
2. Can modify Standard Admin permissions
3. Can access all content &amp; employee data
    

Standard Admin - Restrictions can be applied

1. Restrictions are configurable by the Lead Admin 
2. Cannot modify a another Standard Admin's restriction settings
3. Can only access content &amp; employee data as configured by the Lead Admin

1. Lead Admin
 1. NO restrictions can be applied
 2. Can modify Standard Admin permissions
 3. Can access all content &amp; employee data
 
2. Standard Admin - Restrictions can be applied
 1. Restrictions are configurable by the Lead Admin 
 2. Cannot modify a another Standard Admin's restriction settings
 3. Can only access content &amp; employee data as configured by the Lead Admin

How to assign/create a Lead / Standard admin

Log In to the Qualee console as a Lead Admin (created by the Qualee team during the Client Onboarding)

Navigate to Advanced &gt; User Access &gt; Custom configuration

In the Admins tab &gt; Add admin field, look up for the name of the employee platform user you'd like to provide administrator access to

- Log In to the Qualee console as a Lead Admin (created by the Qualee team during the Client Onboarding)
- Navigate to Advanced &gt; User Access &gt; Custom configuration
- In the Admins tab &gt; Add admin field, look up for the name of the employee platform user you'd like to provide administrator access to
- Click add to save

By default all new administrators are created as a "Standard admin"

Next to the standard administrator's name is an ellipsis button that allows you to perform certain actions such as upgrading to a "Lead admin", removing administrator access or modifying their permissions.

As a Lead Administrator, you can manage your Standard Administrator efficiently through various actions available on their ellipsis menu.

Edit permissions: Modify georestriction, employee, and content access for an administrator.

Assign custom segment: Assign a unique grouping to expand the administrator's employee access roster.

Make lead admin: Upgrade the standard administrator's access to supersede all limits.

Make standard admin: Default administrator access with controllable limits and permissions.

Copy permissions: Copy the existing permission settings from any selected administrator.

Paste permissions: Paste the existing permission settings from any selected administrator to another.

Remove overrides: Restore the default settings for a selected administrator.

Remove admin access: Remove an administrator's ability to access the Qualee Console.

1. Edit permissions: Modify georestriction, employee, and content access for an administrator.
2. Assign custom segment: Assign a unique grouping to expand the administrator's employee access roster.
3. Make lead admin: Upgrade the standard administrator's access to supersede all limits.
4. Make standard admin: Default administrator access with controllable limits and permissions.
5. Copy permissions: Copy the existing permission settings from any selected administrator.
6. Paste permissions: Paste the existing permission settings from any selected administrator to another.
7. Remove overrides: Restore the default settings for a selected administrator.
8. Remove admin access: Remove an administrator's ability to access the Qualee Console.