Adding a results viewer

Results viewers can see and analyze the results of a given team, in order to follow their employees' engagement and act quickly on key issues for their team. This is the role most often assigned to managers.
Let's take a look at how to assign access to your managers here! 💪

In this article: 

• Select or identify the adding mode
• Adding results viewers with manual mode
• Adding results viewers with the automatic mode
  • Check the filter that define the rights
  • Fill in the field Access rules (and "Perimeter" if necessary)
• 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:
  • the manual mode is recommended if you have less than 10 result readers to add;
  • the automatic mode is recommended if you have more than 10 users to add in order to automate the access assignment.
• If you see the "Add a result viewer" button, then your account is set to manual mode.
• If you see a "Edit access 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: 

1. Make sure the user is already added to your account.
2. Go to Teams > Roles & Access Rights > Results Viewers.
3. Click Add Results Viewer > Manual Mode: Select the results viewer's email address from the drop-down list. 
4. 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". )
5. 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 access rules based on users’ characteristics. 
If you see a blue line indicating that you currently have access rules, then your account is configured with the automatic add mode. If necessary, check if the existing rules meet your needs or create new rights rules.

1. Check the existing rules

Start by having a look at 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 with the " Manager de direction" rights rule can see the results of the direction filled in their Perimeter field.

2. Fill in the "Access rule" field (and "Perimeter" if necessary)

To add a new results viewer, you just have to fill in the right rights rule in their profile and, if necessary, their perimeter.

Just as for any other information of a collaborator, you can fill in this information 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.