Develop uses four main user types & roles:
Roles = Admin or Coach.
Each role has specific permissions to protect privacy and support appropriate access.
User Types = Employee or Manager
Both user types start as an Employee, and the additional Manager capabilities can be layered on.
Admin
Full access to all users, employees and team reports
Can add/remove users and assign roles
Can add/edit employees
Can update manager assignments
Can create, edit, and release individual and team reports
Can track engagement and manage rollout
Best for: HR leaders, L&D teams, or central rollout coordinators
Manager
Automatically sees their direct reports’ results and action plans
Can view team reports when released by Admin
Cannot change roles or any employee information
Cannot access users outside their team
Best for: People managers actively supporting employee development
Employee
Sees their own Develop results and Action Planner
Can create and update their own development goals
Can choose to share results with invited coaches (optional)
Best for: All employees after hire or onboarding
Coach
Only sees results if they are invited by the employee or Admin
Often used for facilitators, external coaches, or internal mentors
Cannot see team reports that they are not a member
Best for: Optional support roles or workshop facilitators
Tip: Assign roles carefully during setup. Roles determine what each person can see - and are critical to protecting privacy.
Role Comparison Quick Reference
Role | What They Can See | Access Triggers | Can Create or Edit | Planning Capabilities |
Admin | All user results, team reports, engagement metrics | Role assigned in Admin dashboard | Users, roles, employees, managers, teams, team reports | Can view all action plans, not edit others’ plans |
Manager | Direct reports’ results and action plans | Must also be assigned the Employee role | None - view only | Can view direct reports’ action plans |
Employee | Their own results and action plan | After accepting assessment invite | Their own action plan | Can create/edit their own development goals |
Coach | Only results shared with them (individually or by Admin) | Must be explicitly invited to each result | None | Can support goals, not view/edit in platform |
Special Notes:
All Managers must also be Employees to access and use the platform.
Manager results are optional - they only see their own results if they’ve completed the assessment.
Admin and Coach roles are additive - neither implies employee access or a personal profile unless specifically assigned.