How to Manage Focused Admins

Learn how to configure Focused Admin settings and assign users with administrative permissions for subsets of your organization.

In this article:

• Overview
• Set Up a Focused Admin
• About Administrative Scope
• What Focused Admins Can and Can't Do

Overview

A Focused Admin is an administrator who is limited to a specific subset of your organization, either via demographic or by a downline. 

For example, consider an organization with a team of HRBPs who manage different regions. By giving them Focused Admin permissions, you can assign each Focused Admin to each region, and not the entire organization. 

Another example, you can set up your HR team with Focused Admin permissions for everyone except the HR team to uphold confidentiality among your immediate team members. 

This article applies to Focused Admins, click to learn how to manage and set up users with full-admin access.

Set Up a Focused Admin

To set up a current employee as a Focused Admin: 

1. Click and expand Administration in the left-hand navigation menu 
2. Click Users
3. Use the search and filter options to find the user
4. Click Edit for the corresponding user
5. In the right-hand panel, click the Administrator box
6. Optionally, click the Easy Impersonation box, learn more about Easy Impersonation
7. Select whether to limit by Demographics or by a User's Downline
   • By Demographics:
     • Include: Enter the demographics the Focused Admin should have access to 
     • Exclude: If any, enter the demographics the Focused Admin should not have access to 
     • Note: Leaving the Include & Exclude fields blank does not make the user a Focused Admin
   • By User's Downline: 
     • Enter the user(s) to assign the Focused Admin to the selected user(s) downline's scope
8. Click Save

About Administrative Scope

The demographics selected in the Include & Exclude fields define the Focused Admin's administrative scope. 

When launching surveys, Focused Admins are limited to inviting those within their administrative scope. 

Define by Demographics

Select Limit by Demographics to define the administrative scope by one or multiple demographics. 

Include: Demographics in this field define whom the Focused Admin should have access and visibility into 

Exclude: Optionally, demographics in this field define whom the Focused Admin should not have access and visibility into. 

As you add demographics, keep the following rules in mind: 

• Think of the settings as operating in order- First, demographics under Include will pull in the relevant users. Then, users who fall under the Exclude demographic(s) will be removed from the initial pool of users. 

• If multiple attributes from the same group are added, i.e. Department: Sales and Department: Technology, then the query includes all employees in Sales and Technology 
• If multiple attributes across demographics are added, i.e. Department: Sales and Location: Boston, then the query includes employees in both Sales and Boston
• If a mix of demographics are added, i.e. Department: Sales, Department: Technology, and Location: Boston, then the query includes employees in Sales or Technology, and Boston

Define by Downline

Select Limit by User's Downline to define the administrative scope by the downline of the specified user(s).

A Focused Admin's administrative scope can be defined by the downline of any user, even the downline of the Focused Admin. 

Include: Users entered in this field define whom the Focused Admin will have access to the specified user(s)' downline.

Note: To give a Focused Admin administrative access to the entire organization, except for the CEO, assign the user to the CEO's downline. 

Total Users

Whether you define the Focused Admin's scope by demographic or by users, you will see the number of users who fall under the scope, both active and inactive. 

Click on the user count to view a list of the users and export the user list. 

What Focused Admins Can and Can't Do 

Focused Admins Can:

• General Settings: Moderate flagged Recognition and Goal posts
• Create Organizational or Team goals
  • The ability to create Organizational goals can be toggled on/off under Goal Settings on under Administration > Goals > Preferences
    
    
• Review, edit and delete all of the following: 
  • Goals, even restricted goals, if an employee within their administrative scope is either the Owner or a Contributor of the goal, the Focused Admin will be able to edit the goal
  • Feedback cycles for employees within their administrative scope who are Feedback recipients
  • 1-on-1 conversations for users within their administration scope who are answering the Employee topics
• Launch single cycles for:
  • Feedback
  • 1-on-1
  • Surveys*
• If assigned to a role in a survey's access settings, Focused Admins can view survey analytics according to the role's permissions
• Easy Impersonation to directly view other employees' Quantum Workplace accounts under their scope
• Receive instant cycle notifications for any cycle type (including Automated Cycles), but they only receive notifications that pertain to their administration scope
• Build templates for Feedback, 1-on-1s, and Pulse—all Admins and Focused Admins have access to each other's templates
• Always see users that are down-line, but only in their capacity as a manager. For example, this means a down-line user's 1-on-1 can't be deleted if they're not in a Focused Admin's administration scope

*When a Focused Admin launches a survey, they are automatically assigned to the Survey Author role. 

Focused Admins Can Not:

• Access User Admin
  • This prevents the Focused Admin from expanding their administration scope
  • This prevents the Focused Admin from unexpectedly moving a user in/out of their administration scope
• Launch or edit automated cycles, this includes automated surveys, automated Feedback cycles, or automated 1-on-1 cycles
• Edit Surveys, Feedback cycles, or 1-on-1 cycles that they did not personally launch
• Have access to themselves, even if as a Focused Admin they fall under their own scope
• Manage scales (e.g. create or edit scales to be used in Surveys, Feedback, or 1-on-1s)**
• Manage Appearance settings**
• Manage Demographics settings**
• Manage Recognition badges**
• Manage Hashtags**

**This is available only to top-level Admins unless they're assigned to the All Respondent assignment for a specific survey.