Roles and who sees what

Access in Optimetrix is role-based. Configure it before you invite managers.

RoleTypical scope
EmployeeTheir own data only.
Team leadTheir team, aggregated; individuals within it per your policy.
Department headAll teams in the department, aggregated.
AdminWorkspace configuration, taxonomy, roles, audit log.

Full detail, including how to give employees visibility into their own data, is in Administration & security › Roles & permissions.

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