Available for: Administrators ✅
In this article:
- Select or identify the adding mode
- Adding results viewers with manual mode
- Adding results viewers with the automatic mode
- Checking results viewers access
Select or identify the adding mode
ℹ️ The selected mode will be configured for the entire account. You can change the mode but you cannot combine the 2 adding modes on the same account.
- If your list of result viewers is empty, click the "Add Result Viewer" button and choose the addition mode that best suits your needs:
- If you see the "Add a result viewer" button, then your account is set to manual mode.
- If you see a "Edit rights rules" button, your account is set up with the automatic mode.
✍️ Adding results viewers with manual mode
The manual mode allows you to add results viewers one by one. It is recommended that you use manual mode if you have fewer than 10 results viewers to add. If you have more, use the automatic mode.
To add a results viewer:
- Make sure the user is already added to your account.
- Go to Teams > Roles & Access Rights > Results Viewers.
- Click Add Results Viewer > Manual Mode: Select the results viewer's email address from the drop-down list.
- Define the perimeter of access. This can be all results by selecting "All coworkers", or a defined perimeter. In this case, choose the characteristic (analysis filter) with which you will set the access perimeter. (Example: If you want to give access to all the results in France, select "Country" is "France". )
- Select the other filters that will enable the user to compare and/or zoom in on populations within his perimeter.
🤖 Adding results viewers with the automatic mode
The automatic mode allows you to define rights rules based on users’ characteristics.
If you see an "Edit rights rules" button, then the account is set up with the automatic add mode. If necessary, check if the existing rules meet your needs or create new rights rules.
1. Check the filter that define the rights
Start by checking the rules set up in Teams > Roles & Access Rights > Results viewers > Edit rights rules: check which filter defines the rights.
In the example above, users whose Rights Role is set to "Manager de Direction" can see the results of the direction specified in their Perimeter field.
The Rights Role corresponds to the name of the rights rule (here "Manager de Direction") and the Rights perimeter to the filter after the words "is equal to their" (here the field "Perimeter"). To add a new results viewer, fill in its profile with its rights role and if necessary its perimeter.
2. Fill in the field Rights roles (and possibly "Perimeter")
In the same way as to fill in the information of a coworker, you can directly fill in the rights roles and possibly the perimeters from the users' profiles by :
- editing manually a coworker’s profile to give access to one or two users,
- importing the list of coworkers for a grouped configuration,
- or the automatic update of your coworkers' database thanks to our API.
🧐 Checking results viewers access
Simply copy the email address into the search bar at the top of your results viewers list from the Teams > Roles & Access Rights > Results Viewers tab. You will see the perimeter to which the results viewer has access and the filters available to compare or zoom in on results within its perimeter.
If they are not on the list, it means that their rights are not active. Configure his rights in a few clicks depending on the adding mode selected for the account.