Before getting started
Poplee Engagement is a tool to send engagement surveys to your employees and analyze the results. For this, it is important to set up the permissions for each user relating to sending surveys and analyzing results.
As an administrator, you can organize these roles directly in your Lucca space.
This help sheet provides a step-by-step guide to configuring roles in Poplee Engagement, and lists all permissions for Poplee Engagement.
In practice: how to go about it
The steps should be completed in the following order.
Step 0: Go into the "Roles" administration
Access to Poplee Engagement is managed via Roles administration. To access the solution, go to the Lucca settings cogwheel then Roles and permissions.
Access to the administration module is not always enabled by default during rollout. If you don't have access to this module, ask your administrator. If you are the administrator for Poplee Engagement, please contact the Lucca help desk.
Step 1: Assign a Poplee Engagement role to each user
Every user must be assigned a Poplee Engagement role in order for the application to work correctly.
When Poplee Engagement is installed, three secondary roles are created:
- Poplee Engagement - Administrator for: HR managers, HRBPs, directors and the management team.
- Poplee Engagement - Manager for: department heads and managers.
- Poplee Engagement - Employee for: all employees at the company.
You can edit the permissions for each role if you need to. See paragraph, “In detail: the roles and permissions in Poplee Engagement” below for more information.
Refer to the dedicated help sheets on setting up roles in Lucca andassigning roles to users if necessary.
💡 Lucca top tip: the secondary roles are created by default. You can use them directly or replicate their associated permissions in your existing main roles.
Step 2 (optional): View and edit permissions associated with roles in Poplee Engagement
The permissions available in Poplee Engagement
| Permission name | Permission for users | Good to know |
|---|---|---|
| Administrate the app | - Configure settings for the app - View all surveys for the organization - Send surveys to all users within the organization |
The "Administrate the app" permission doesn't give access to all results. For this, you also need to assign the "Results seen by Manager" permission. |
| Sending surveys | - Send surveys to users in a defined scope - For surveys sent by users: access all results and reply to comments |
This permission doesn't let you see the results of surveys created by other users. |
| View full results (scores, comments and comparison dashboards) | - View full results and reply to comments in the defined scope | A PowerPoint export is available. Find out more about the permissions for viewing results |
| View numerical results only | - View responses to closed questions (averages and distribution of results) within the defined scope | The comments and comparison dashboards are never visible. Find out more about permissions for viewing results. |
Roles set up by default
Secondary roles are created automatically when Poplee Engagement is installed, with our recommended permission settings.
Summary table:
|
Poplee Engagement - Administrator to be assigned to administrators |
Poplee Engagement - Manager to be assigned to managers |
Poplee Engagement - User to be assigned to employees |
|
|---|---|---|---|
| "Administrate the app" permission | ✅ | ❌ | ❌ |
| "Send surveys" permission |
✅ in the "All departments" scope |
✅ in the scope "Department and level below" and "Supervised employees (up to N-3)" |
❌ |
| "View full results" permission |
✅ in the "All departments" scope |
✅ in the scope "Supervised employees (up to N-3)" |
❌ |
| "View numerical results only" permission | ❌ |
✅ in the “Department and level below” scope |
✅ in the “Department and level below” scope |
| Items visible to users | All surveys, and all results |
All results from their supervised employees for surveys they responded to. The scores for their department for surveys they participated in. |
The scores for their department only for surveys they participated in. |
Frequent changes to default roles
Show no results to employees
If you would rather not let employees see the results, simply uncheck the Results viewed by Employee permission in the "Poplee Engagement - User" role. It is still vital to assign this role to employees (even if none of the permissions are checked): this will allow them to respond to the surveys, receive replies to their comments, and exchange Blooms correctly.