Share Access to Survey Results

Share Access to Survey Results

You can share access to Survey results at any stage, whether the survey is still being developed, live or once responses have been collected. This allows you to set up the right level of visibility before results are reviewed across the organisation.

Access Options

Manager Access

Provide Managers with access to their team’s Survey results.
This is useful for:
  1. Senior Managers who need visibility across multiple teams
  2. Team Managers who need access to results for their specific team

Specific User Access

Provide selected users with access to the full Survey results.
This is useful for:
  1. Senior leaders or executives who require organisation-wide visibility
  2. Users who need the ability to filter and explore results across teams

How to Provide Manager Access

  1. Go to Surveys > Manage from the left-hand navigation
  2. Click Edit on the survey
  3. Go to the Access tab
  4. Under Managers, check the box next to the team(s) you want to grant access to
    1. Selecting a team will automatically provide all Managers within that team access to the survey results
Refer to the legend below to understand the different types of access available:

Info
To remove access, uncheck the team. Managers of that team will no longer be able to view the results.

Here's What It Looks Like
















How To Provide Specific User Access

  1. Go to Surveys > Manage from the left-hand navigation
  2. Click Edit on the survey
  3. Go to the Access tab
  4. Under Specific Users, search for the user's name
    1. Select their access type and click Add
There are four different access levels to choose from when assigning survey access to a specific user:
  1. View: Allows the user to view the results for the survey
  2. Editor without results: Allows the user to edit the survey questions but cannot access the results for the survey
  3. Editor with results: Allows the user to edit the survey questions and access the results for the survey
  4. Admin: Allows the user to edit the survey, access the results and share the results
Info
To remove access, click the cross next to the user’s name.

Here's What It Looks Like


After providing access to a manager/s, they will receive a notification:


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