Give User Access to Team Results

Give User Access to Team Results

Info
Note: You must be a Teamgage Admin to access the Users section. If you can’t see it, contact your Admin or email support@teamgage.com.
Most teams will have at least one manager who can access that team’s results. Managers are typically responsible for reviewing the Huddle dashboard, discussing results with their team, creating actions and sharing back the results. 
Sometimes, you may also want to give non-managers access to view results, for example, a HR Business Partner, 2IC or a team leader.

How to give a user access to Team Results

  1. Select Users from the side navigation
  2. Find the user in list and click Edit User
  3. Click on Report Access and Add Report
  4. Select the team you want that user to have result access for
  5. Click Save

Here's what it looks like


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If you want to grant a user access to every team’s results, assign it at the top-level team (i.e., the highest team in your organisation hierarchy)

Options

Some of the Options listed below may not be visible if you don't have the feature enabled, please contact support@teamgage.com if you would like to enable these features:
  1. Conversations: This will give the user automatic, inherited access to results for all sub-teams under the selected team. This is ON by default.
  2. Edit members: This will give the user ability to add or remove users from their team. This is OFF by default.
  3. Internal benchmarking: This will give the user ability to compare their results to the top-level team in the tenant. This is ON by default.
  4. Sidekick: This will give the user ability to use Sidekick on their results. This is OFF by default.
  5. Advanced filtering: This will give the user ability to filter their results by demographic and structural tags. This is ON by default.
  6. Create surveys: This will give the user ability to create and send surveys to their team. This is ON by default.
  7. Results reminders: This will give the user manager notifications aligned with their schedule. This is ON by default.
  8. Sub team access: This will give the user automatic, inherited access to results for all sub-teams under the selected team. This is ON by default.
  9. Protected: This will protect the users access from deletion during the import process. This is OFF by default.

Enabled Options Section

In the enabled options column you can see all the options which are enabled manually or globally:
  1. Enabled Manually: When options are enabled manually either via default setting or searching their button will have no fill, these options can be changed.
  2. Enabled Globally: When options are enabled globally their button will have an orange background, these options cannot be removed.

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