There are several access level roles in Plai.

Admin

✅ Admins can:

Have access to the Workspace settings: values, integrations, billing, export.
Create/edit teams.
View and edit all public OKRs.
Invite new users
Edit other user profile info (but not the "Manager" field).
Edit Admin and Standard roles (but not the HR manager or HR admin)

❌ Admins don't have access to Reviews.
❌ Admins cannot change the "Manager" field for users (only HRs can do it).

HR admin

✅ HR admins can:

Create/edit teams.
Invite new users.
Edit other user profile info (including the "Manager" field).
Edit HR admin, HR manager and Standard roles (but not Admin roles)
Have access to all Review info.
Have access to all Review responses wherein the Visibility settings "Share with HRs" was checked.

HR admins don't have access to the Workspace settings, and cannot edit Admin roles.

HR manager

HR managers can:

Create/edit teams
Invite new users
Edit other user profile info (including the "Manager" field).
Edit HR manager and Standard roles (but not HR admin or Admin roles).
Have access only to Review responses wherein the Visibility settings "Share with HRs" was checked, and this HR manager was selected from the list.

In other words, HR managers are like HR admins but have access only to the Review cycle responses that were directly shared with these HR managers.

Standard

All the other users have Standard access levels. By default, all invited users start with this access level.

Users with Standard access level can:

View all users and teams, join any team.
View the public Objectives of all teams and users (edit Objectives of teams where they are members, and Objectives of their reports (direct or indirect)).
Give and ask for feedback.
Give praise.
Participate in reviews.
Edit own profile info (but not their managers).

Combining access level roles

Users can combine HR and Admin roles. For example, users can have:

1) Admin and HR admin roles

This is the maximum permission level in Plai. Users with such roles can access all the features in Plai.

The creator of this workspace starts with this access level.

2) Admin and HR manager roles

It's a near-maximum access level. With the limitations that the HR manager role has (check above).

Change access level

Roles in Plai are designed to keep Admin and HR tracks separate. Admins cannot grant HR roles, and HRs cannot grant Admin roles.

Here's a list of which roles users can grant and edit for other users:

As an AdminAdmin only.

As an HR managerHR manager only.

As an HR adminHR admin or HR manager.

As an Admin & HR manager →  Admin or HR manager.

As an Admin & HR adminAdmin, HR admin, or HR manager (it's an ultimate role, meaning can change the role of any other user)

As Standard → none ❌.

To edit access level roles of other users, go to PeopleEdit user and update the role in the dialog.



☝️ Note: For security reasons, users cannot change their own access level. Only other users with equal or higher access level rights can change their roles.



List of all roles and permissions

Here's a list of all roles and permissions in Plai.




If you lost admin access to your workspace, or need to update some roles, write us in the chat (bottom right) or on the email support@plai.team
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