Introduction: How Permissions Work in Teammeter
In Teammeter, permissions define what each user can see and do. They are based on the role a person holds, either on the company level or the unit level.
A key principle:
- Once a user joins a team, they automatically become part of the unit the team belongs to, and therefore also of the company.
- Company-level roles control organization-wide settings and structures.
- Unit-level roles determine how people collaborate and manage skills within teams or departments.
This guide explains all roles, their permissions, and how they connect to workforce planning in Teammeter.
Company-Level Roles
System Administrator (on-premise installations only)
The System Administrator exists only if Teammeter is installed on-premise.
This role represents the owner of the entire platform environment.
A System Administrator can:
- Manage companies in the installation.
- Manage all users across companies.
- Manage teams and organizational structures.
- Invite administrators.
- Modify any permissions.
In the SaaS version of Teammeter, this role does not exist – the Administrator is the highest level.
Administrator
The Administrator is the company-level manager of Teammeter.
An Administrator can:
- Manage all users of the company.
- Create and manage teams or organizational units.
- Manage API keys.
- Modify permissions within the company.
This role ensures smooth technical and structural administration for the entire company.
HR Officer
The HR Officer represents the Human Resources department and plays a central role in employee development, mobility, and workforce planning.
An HR Officer can:
- Access the personal profile of every employee at any time.
- Review skill profiles, roles, and development journeys to support HR processes.
- Access and use information for mobility cases, succession planning, and internal career development.
- View and analyze data in the training and compliance matrix to ensure that employees meet required qualifications.
- Support workforce planning by checking matches between employees and role or skillset requirements.
This role ensures that HR can continuously manage development and compliance while also aligning employee skills with future organizational needs.
Skill Catalog Administrator
The Skill Catalog Administrator ensures the quality, consistency, and structure of the company-wide skill catalog.
This role is central for company-level workforce planning and can:
- Manage skills (add, edit, remove).
- Manage categories and topics to organize the catalog.
- Manage roles and define role-based skill requirements.
- Manage trainings connected to skills.
- Create and maintain company-level skillsets for workforce planning.
The Skill Catalog Administrator is the only role that can edit skillsets used for company-wide planning. This ensures consistent structures across the organization.
Employee
Employees are the core users of Teammeter. Every internal team member automatically has this role.
An Employee can:
- Access and edit their own profile, including skills, trainings, and development information.
- View their roles, assigned trainings, and development journeys.
Employees cannot edit company- or unit-wide structures, but they are empowered to explore and connect skills across their unit. This transparency supports both collaboration and personal growth.
Unit-Level Roles
Manager
The Manager is a unit-level role and is responsible for the growth and performance of their direct team members.
A Manager can:
- Access the full profile of their employees within the unit, including skills, trainings, and development paths.
- Initiate and conduct Check-ins with their team members:
- Create one-time Check-ins.
- Review employee self-assessments and input from feedback providers.
- Consolidate all feedback into a single view.
- Prepare and lead review meetings.
- Approve the Check-in, which updates skills and archives the process.
- Provide structured feedback to employees on skills and performance.
- Track Check-in progress and ensure timely completion.
- Contribute to workforce planning by evaluating development potential and succession options for their employees.
The Manager role connects daily collaboration with long-term development. It ensures that every employee has a direct leader responsible for supporting their growth while keeping team objectives aligned with the unit’s strategy.
Coach
The Coach is the configuration owner of a unit or team. This role comes with strong management rights – but only at the specific level where it is assigned.
A Coach can:
- Configure the unit or team they are responsible for.
- Invite or remove members.
- Modify permissions within that team or unit.
- Delete data or the unit/team itself.
Skill Sets and Workforce Planning
- Only a Coach assigned on the Unit level can create and edit Skill Sets for workforce planning.
- Being a Coach at the team level does not grant permission to create or manage unit-wide Skill Sets.
- This ensures that workforce planning remains consistent and avoids duplicate or conflicting Skill Sets across teams.
Important:
Rights do not automatically extend upward or downward in the organization structure.
Each level (team, unit, company root unit) requires its own explicit Coach assignment.
Member
The Member role is the default role of every user within a unit. It allows active participation in team activities and access to key insights, without configuration rights.
Members can:
- Access anonymized survey results of their team.
- View retrospectives of the team.
- Access the training matrix.
- Access the skill matrix if the Coach has activated it.
- The skill matrix shows only team- and unit-relevant skill levels, not personal skills outside the context.
- Search for skills within their team or unit to see which colleagues hold specific expertise.
- Create their own skill sets inside the team or unit skill matrix to explore matches with colleagues.
- This helps identify potential teammates for projects, initiatives, or internal mobility.
Members cannot:
- Modify team or unit configuration.
- Delete data.
They represent the active participants in the team environment, contributing to collaboration, transparency, and a culture of shared development.
External Viewer
The External Viewer role provides read-only access for external stakeholders or auditors.
An External Viewer can:
- View the organization dashboard.
- View team retrospectives.
- View the training matrix.
- View the skill matrix.
An External Viewer cannot:
- Modify configurations.
- Delete or change data.
- Invite or remove members.
- Access detailed personal information or non-anonymized data.
This role is designed for transparent observation without interfering with daily collaboration.
Connection to Workforce Planning
Permissions define who can shape workforce planning in Teammeter.
- Unit level
- Only a Coach at the Unit level can create and edit official unit-wide skill sets.
- Managers use existing skill sets to support succession and development but cannot change structures.
- Members may search for skills and build personal skill sets to find matches, but cannot edit unit-wide skill sets.
- Company level
- Only Skill Catalog Administrators can create or maintain company-wide skill sets, ensuring consistency for strategic planning.
For details, see the separate guide: Workforce Planning in Teammeter.
Best Practices
- Clearly define who holds which role at both company and unit levels.
- Restrict editing rights to Coaches and Skill Catalog Administrators to maintain consistency and data quality.
- Communicate responsibilities transparently, especially for planning-related roles.
- Use the Workforce Planning guide as a reference for assigning planning responsibilities.
Need Help?
If you have any questions about roles, permissions, or workforce planning in Teammeter, our team will be happy to support you.
Simply reach out to support@teammeter.com