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How do I pick which survey responses my team members receive?

Last Updated: Sep 27, 2016 10:37AM EST
Adding users to your account can be extremely beneficial when developing and maintaining a “Culture of Quality”.
To limit access to a subset of responses, visit the “Preferences” link in the top right panel of your account, and select “Manage Users” from the left hand menu. Note that Admin users have access to all responses.

Please see this document if you need to add members of your team as users within your account.

Each user, with the exception of the Super User, will have a drop down arrow in line with their names under “Actions”. Normal users will have a “Restrict Data” option under this menu. Selecting this option will bring up a “Set User Privileges” window where you may see your default filters, custom filters, and survey options.

Here you can specify which report filters are available for each normal user in your account. A filter can be completely turned off and will not display in the user's account. Another option is to leave a filter on, but only allow specific values of that filter to display in the account.

As an example, you may want to provide each of your salespeople with an account. Likewise, you may want your sales manager to have an account as well. An individual salesperson account can be configured to only view his/her survey results. The manager account can be configured to view all survey results for each salesperson. Additionally, both the sales manager and salespeople may not need to see survey results filtered by project manager. So this filter can be completely turned off for both of these accounts.

Once you’ve got your user set up to receive the reporting data appropriately, click “Save” and you’re done!

Please don’t hesitate to contact our Member Success team with questions.

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