Organization Settings
Organization Settings is where you configure how Levelset works. Changes here apply to all locations in your organization.
How to Access Settings
- Click your profile icon in the top-right corner
- Select Organization Settings
Settings Sections
The settings page has a sidebar with different sections:
Modules
Configure the main features of Levelset:
| Section | What You Configure |
|---|
| Positional Excellence | Positions, rating criteria, role mapping, rating scale |
| Discipline | Infraction types, actions, access, notifications |
| Roster | Pay settings (coming soon) |
| Pathway | Training pathways (coming soon) |
| Evaluations | Performance evaluations (coming soon) |
Users and Security
Control who can access Levelset:
| Section | What You Configure |
|---|
| Users | Who can log into the dashboard |
| Roles | The role hierarchy and colors |
| Permissions | Role-based access controls |
Mobile App
Configure mobile access:
| Section | What You Configure |
|---|
| Access | QR codes and links for mobile app |
| Configuration | Mobile app settings (coming soon) |
Location & Organization
General information:
| Section | What You Configure |
|---|
| Location Details | Location-specific settings and images |
| Organization Details | Organization-wide settings |
Who Can Access Settings
Access depends on your role and is unique to your organization’s settings. By default:
| Role Level | Access |
|---|
| Level 0 (Operator) | Full access to all settings |
| Level 1 | Access to edit most settings |
| Level 2 | View (but not edit) access to most settings |
How Changes Work
Auto-Save
Most settings save automatically:
- Text fields save when you click away
- Dropdowns save immediately when you select
- Toggles save on click
Some sections have a Save Changes button for explicit saving.
What Changes Affect
| Change Type | Effect |
|---|
| Position changes | Affects what can be rated going forward |
| Role changes | Affects permissions immediately |
| User changes | Affects login access immediately |
| Criteria changes | Affects future ratings (not historical) |
| Threshold changes | Affects how ratings are categorized |
Before Making Changes
Changes affect all users and locations in your organization. Make changes carefully.
- Understand the impact - Know what the change will affect
- Communicate - Tell your team about changes that affect them
- Test if possible - Try changes with a small group first
- Document - Keep notes on what you changed and why
Detailed Guides
Learn about specific settings:
