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Users settings controls who can log into the Levelset dashboard. This is separate from the employee roster—users are people with login credentials.

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Accessing Users Settings

  1. Go to Organization Settings
  2. Click Users under Users and Security

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Users vs Employees

It’s important to understand the difference:
ConceptDescription
EmployeeSomeone on your roster. May or may not have login access.
UserSomeone with login credentials for the dashboard.
Most employees don’t need dashboard access. Typically only leadership and management log into Levelset.

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The Two User Sections

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Leadership Team

Users who are linked to an employee record:
  • They’re on your roster AND have login access
  • Their role comes from their employee record
  • Use this for your managers, supervisors, and leaders

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Administrative Users

Users who are NOT linked to an employee:
  • They’re not on the employee roster
  • They have the “Administrator” role
  • Use this for corporate staff, consultants, or others who need access but aren’t location employees

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How to Add a User

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Adding a Leadership User

1

Click Add User

In the Leadership Team section, click Add User.
2

Select the Employee

Choose from the dropdown. Only employees with leadership roles appear.
3

Enter Their Email

Provide the email they’ll use to log in. This may be pre-filled if they have an email on file.
4

Create the User

Click Create User. A temporary password will be generated.
5

Share the Credentials

Important: Copy the email and temporary password immediately. Share them securely with the new user.

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Adding an Administrative User

1

Click Add Administrator

In the Administrative Users section, click Add Administrator.
2

Enter Their Information

  • First name
  • Last name
  • Email address
3

Select a Permission Level

Levelset has two default Administrative User permission levels. Select one of these or create your own and select that.
4

Create and Share

Click Create, then copy and share the login credentials.
Manage permission levels in the Permissions tab.

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Managing Users

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Change Someone’s Email

  1. Click the edit icon (pencil) next to their email
  2. Enter the new email address
  3. Click the checkmark to save
Changing the email changes their login credential. Make sure they know to use the new email.

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Remove User Access

  1. Click the delete icon (trash) next to the user
  2. Confirm the removal
This removes their ability to log in but does NOT:
  • Delete their employee record (if they have one)
  • Remove historical data they created
  • Delete ratings or infractions they submitted

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Temporary Passwords

When you create a user:
  1. A random temporary password is generated
  2. It displays only once in the modal
  3. You must copy it before closing
If you close the modal without copying the password, you’ll need to contact an administrator to reset it.
We are actively working on creating password reset functionality. We encourage you to use Google Sign-In when possible.

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Google Sign-In

Users with Google or Google Workspace accounts can sign in with the Sign in with Google button. This is:
  • More secure (no password to remember)
  • Faster for users
  • Optional (they can still use email/password)
The user’s Google email must match the email in their Levelset user account.

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Who Can Manage Users

  • Operators can add/remove any users
  • Some leadership roles may have limited user management permissions
User management is a permission that can be controlled in Permissions. Each organization may have different settings.

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Troubleshooting

Only employees with leadership roles (typically Level 0-2) appear. Check that:
  • The person has a leadership role in the roster
  • They don’t already have a user account
Verify:
  • They’re using the exact email from their user account
  • They’re entering the password correctly
  • Their user account exists in the Users list
Password reset functionality is limited. Contact a Levelset administrator for help with password issues.
The user’s Google email must exactly match the email in their Levelset user account. Check for typos or different email addresses.