Frequently Asked Questions (v5)

How do I set up a new employee with the necessary permissions for their role?

Connections uses built-in security roles to manage user permissions based on their relationship to organizational or departmental content. In most cases, assigning the appropriate role—such as Organization Editor, Department Leader, or Task Owner—will automatically grant the right level of access.

For a step-by-step setup guide, including best practices for assigning permissions and managing user associations, see this security article section on role based security.

Why can't this user see/edit/create something on this page?

Who can view this page?

They are either not associated with a role that has something to do with the page, have a role with insufficient permissions to interact with it on the page, or have a conflicting role as well that denies them the ability to do so on the page. 

You can view the security for the current page with the icon up in the page header. This will show you the security for the page, and then below a list of who has access to the page and at what level.

What range of data is covered on the PM charts?

These charts offer a focused snapshot of how goals and initiatives are progressing within the active reporting cycle, helping teams stay aligned and data-informed. The time span of this reporting cycle is set by your performance period which is set up in the organization settings. These periods are set up in the organization settings and span from one period to the next without any gaps or overlapping. Typically a performance period lasts for around a year and will encompass metric data during that span and any commitments, goals, dialogs and projects during that time frame. 

How do I archive my yearly metrics?

You no longer need to archive or recreate metrics each year in Connections. Metrics are designed to persist across performance periods, allowing you to track progress over time without starting from scratch. Instead of creating new ones annually, you can simply add updated thresholds and goals as each new reporting cycle begins. This keeps historical data intact while keeping your metrics relevant and actionable.

Who updated this dialog agenda? Where did my metric go?

The recent activity in Connections Online provides a timestamped log of actions taken on a specific page. It shows who made a change, when it occurred, and what item was affected, such as a dialog agenda update, metric deletion, or project adjustment.

While it doesn’t display the full detail of what was changed (like the previous vs. current value), it does allow users to filter by date range and action type, making it easier to pinpoint when a specific update occurred and by whom.

If you need help restoring data, contact support..

How do I complete a dialog? Why is my dialog not completed?

Dialogs in Connections Online don’t have a “complete” button. Instead, a dialog is considered complete when the following conditions are met:

1. A comment or follow-up task is added to the dialog
2. The comment or follow-up was entered on or after the dialog date

These entries reflect the actual outcome or next steps from the meeting, not just pre-dialog prep.

In an individual dialog, the agenda and basic role notes set the stage, but a meaningful summary or action step is required to mark it as complete in the system. This ensures the dialog reflects real engagement and accountability.

If your dialog still appears incomplete, double-check that the follow-up or comment was entered after the scheduled dialog date and that it’s tied to the conversation outcomes—not just setup notes.

Can I use SSO with Connections?

Yes! Connections Online supports Single Sign-On (SSO) using SAML 2.0, allowing users to log in with their organization’s existing credentials (e.g. Microsoft Entra ID, Okta, or Google). You can use SSO alone or alongside standard password-based login, and setup is managed by your organization’s administrator.

To learn how SSO works and how to configure it, see the full SSO & Authentication guide.