It is possible to allow or restrict user access to different question sets. Access by question set allows your organisation to personalize the insights managers are able to view and action on their dashboard. For example, if your senior team includes a head of diversity and inclusion, it might make sense for your company to limit their view to the diversity and inclusion dashboard specifically, if other questions are not relevant to their role.

On the other hand, there may be instances where certain managers wouldn't need access to the diversity and inclusion or health and wellbeing questions, in which case it would be possible to restrict their view to solely engagement questions.

While this article focuses on access based on question set, our main access control article for general permissions can be found here.

Configuration

The Access control area can be found in the Administration panel. Here it is possible to set the type of permissions and question sets users from each group should be able to use. The Access Rights tab contains the question sets and permissions, while the Group Members tab shows a list of users within the group.

The access to question set functionality works hand in hand with the general access control permissions. For example, a company may have different groups of managers undergoing diversity and inclusion training. This would give an administrator the ability to set each group with different access to D&I data. One group could be set to restrict access to D&I scores, another with D&I enabled but access to comments turned off, and a third group with full access to D&I and ability to respond to comments.

To enable or disable a question set, use the toggles next to the specific question set. If access to a question set is disabled within the group, its users will no longer see scores for this question set, or see the option to view the dashboard in the left-hand menu. However, they will still see comments and possible topics if the comments were contributing to the topics.

Considerations

  • By default, all access control groups will have access to all current question sets. This can then be later configured by an administrator. If a question set is added later to the account, only an administrator will have access and can then release to other users. For any new access control groups created, they will initially have access to all question sets until later restricted by an administrator.
  • If a user only has access to custom company questions and/or COVID-19 questions, users will not see an overview page when logging in. They will be land on the Drivers page upon login.
  • If a manager is included in two managed employee access control groups, then the most powerful rights are applied to both groups. For example, if one of the groups has a question set turned off, but in the other group it has been turned on, the manager will have the ability to view data for this question set.
  • Each access control group either grants its users access to 'all employees' (admin-like groups) or 'managed employees' (managers and other leadership). If a user has been added to one 'managed employees' group and one 'all employees' group, the user will have different rights depending on what question sets are set to active in each control group. For example, a leader who is part of the Senior Leaders group (an 'all employees' group) and the Managers group will have different permissions when she is in the company context versus their own team's context.

Article: Managing access control groups and permissions

Article: Access control permissions explained

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