Once the Performance Management (PM) app has been installed, you can access PM in Talkdesk Workspace by clicking the “Performance Management” icon on the sidebar.
Prerequisites
Before accessing the Performance Management app, please make sure that Talkdesk has enabled the app and granted you access.
Access and Permissions
To manage which team members have access to the app, you first need to assign them a role. Learn how to do it by visiting the Roles and Permissions documentation.
Challenges, Measures, Coaching, Opportunities, and Leaderboards Permissions
To configure the user permissions, follow the steps below. For full details on Roles and permissions, please read this documentation.
Select Admin > Roles and Permissions > Performance Management. Here, you can grant or remove the permissions available by selecting or deselecting the following buttons:
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To allow users to perform challenges:
- On the "Challenges" section, select the “View”, "Update", “Create”, and/or “Delete” permission options.
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To allow users to create new Measures:
- On the "Measures" section, select the "Update" permission option.
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To allow users to view, update, create, and/or delete coaching sessions:
- On the "Coaching" section, select the “View”, "Update", “Create”, and/or “Delete” permission options.
- On the "Opportunities" section, select the “View”, “Create” and/or “Delete” permission options.
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To allow users to view their results in the “Leaderboard” with their full names or in an anonymized way:
- On the "Leaderboards" section, select “Anonymized” and/or “Full view”.
Once you've finished configuring the permissions, click Save to apply the changes.