User Roles Defined

Learn what each user role can see and do in Retain.

Every Retain user is given a role, and that role controls what they can access — employees, surveys, reports, and settings.

A role is chosen when a user is invited, and can be changed later.

Here's what each role includes:

• Administrator — Full access to everything in Retain, including Settings. Administrators can edit the organization's profile, set engagement survey dates, and manage users.
• Corporate User — Can view all employees, surveys, and reports across the whole organization. No access to Settings.
• Division Manager — Can view employees, surveys, and reports for their assigned division, which can include more than one location. No access to Settings.
• Location Manager — Can view employees, surveys, and reports for their assigned location, and can be assigned more than one location. No access to Settings.
• Department Manager — Can view employees, surveys, and reports for their assigned department (or departments) within a location. No access to Settings.
• User Manager — Can only reach the Users page under Settings, to manage user accounts. Doesn't see employees, surveys, or reports.
• Employee Importer — Can only reach the employee import page, to upload employee data. Doesn't see employees, surveys, or reports.