Inviting collaborators and managing permissions

This article is for Project Leads.

Now that you’ve built your framework template and created core skills it’s time to pass the project across to the HR Business Partners and Function Leads who’ll build out the team-specific frameworks and skills. Some organisations might have a consultant or a member of the HR team work the Function leads, rather than HRBPs.

A note on permissions

There’s three different user types in Progression; Org Admins, Team Editors and Team Members (Users).

Here’s a breakdown of the permissions each role has:

	Org admins	Team editors	Users
Create framework templates	✔️	❌	❌
Create core skills	✔️	❌	❌
Lock and unlock skills and categories	✔️	❌	❌
Create, delete and update teams	✔️	✔️ *Your team only	❌
Add, archive and update users	✔️	✔️ *Your team only	❌
Add, remove and update any users' manager, position, team and permissions	✔️	✔️ *Your team only	❌
Bulk upload or update users via our CSV updater	✔️	❌	❌
Add, delete and update skills	✔️	✔️	❌
Make a team public	✔️	✔️	❌
View billing and invoices, and update payment details	✔️	❌	❌
View check-ins for any users that aren't direct reports	✔️	❌	❌
Delete check-ins	✔️	own and reports' check-ins	own and reports' check-ins

If your subscription includes Grow, you’ll have some additional permissions. You can find a full breakdown of permissions here.

Inviting collaborators

Your Progression Onboarding Lead will schedule an HRBP and Function Leads onboarding session some time around week three of the project. During this session, we’ll run through the templates and core skills created in weeks one and two, explaining how to apply these to team frameworks, and we’ll cover how to write great positions and skills.

Once the HRBPs and Function Leads are up to speed on how Progression works and what they need to do, you can go ahead and invite them to join you in the app as editors.