AssessioAI platform allows you to invite new users into different roles, which gives them specific permissions. Let’s go over what kind of permissions each of the roles gives, the example use cases, and how to assign users to this role.
Possible roles under your Wisnio account:
Workspace admin/owner
Workspace admin is the highest role under the account. They can access all the organisations, people and settings under this workspace.
A use case example: give this role to hiring consultants or other people who need to create new organisations and work on multiple client projects.
How to add a user as a workspace admin?
1. Open the workspace and organisation dropdown
2. Choose "Manage workspace".
3. Move to the "Members" tab
4. Change the existing members' role to admin or
5. invite a new member directly as an admin.
Organisation Admin
The organisation admin is the highest role in the organisation. As an admin, this user can manage everything within that specific organisation (but not in others). Organisation admins cannot access organisations they are not a member of within a workspace.
Use case example: Assign this role to people collaborating with you on projects in the Wisnio platform. These could be other managers from your company, or—if you are working on a client project—the key people from the client organisation.
How to add a user as an organisation admin
Go to the People feature
Click "Invite people" and change the role on the invite from member to admin
or change the role of the existing member.
Organisation Member
The organisation member is the most limited role in the organisation. They are not part of any teams and do not have editing permissions.
Use case example: If you do not want your team members to see the team profile before a facilitated session, you can first invite them as organisation members. This allows them to complete their profiles, and you can add them to the team later. Or use this type of invite when you wish to do 1:1 leadership consulting.
How to add a user as an organisation member?
1. Move to the People feature
2. Click "Invite people" and keep the role on the invite as "Member"
NB! When the time is right, you can always add the organisation members to a team. This means their role would change to a Team Member role.
Team Member
The team member role is used to benchmark your current team and leverage team data for hiring or development.
Use case example: Invite people as team members to analyse team dynamics, compare performance, or support development initiatives, without giving them broader organisational visibility.
How to add users as team members
Make sure you have already created the team.
Click on the team you want to add people to.
Select the Add option.
Invite a new user or choose from existing users.
Keep in mind that:
If you add an organisation member to a team, their role will switch to a team member.
Anyone from the organisation can be part of the team. Adding an admin to a team won't change their permissions.
One user can belong to multiple teams.
Candidate
The candidate role means the user cannot see any information about the organisation. On their dashboard, they can only access their own personal data in isolation.
Use case example: Candidates are added when you want to evaluate them for a specific position.
How to add users as candidates
First, create a Project in the Projects feature (if you don't know how, read here)
Once the Project is set up, go to the Assessments tab.
Click Add Candidate to send an invitation.
