Teams > Roles & Access Rights > Results Viewers
Available for: Administrators ✅
The automatic mode allows you to create rules to automate the assignment of results viewers access. It is recommended beyond 10 users to add.
If your rules are already defined and created, see our article: How to add Result Viewers.
Otherwise, create the right rule step by step:
Step 1: Activate access rights attributes
Ask your account manager to enable the "Rights Role" attribute and possibly a "Rights Perimeter" attribute.
If some of your results viewers are not in the perimeters they should have access to, you will need an additional attribute - such as "Rights Perimeter" - to specify their access. This is especially useful if multiple referrers in the HR department need access to results from a department other than their own, for example.
Step 2: Naming and assigning rights roles
You will need to create at least one rights rule for each attribute that includes access perimeters.
For example, to give access to the results of a direction, you will need to create the rights role "Direction Manager" and "Store Manager" to give access to the results of a store.
ℹ️You can also create multiple rights rules for a single attribute if you want to define roles with different comparison filters.
The rights role is an attribute like any other, you can assign it by directly adding the corresponding roles in the users' profiles:
- For one or two users: add the new value manually in the "Rights Role" attribute of a user.
- For multiple users: import the result viewers by filling in the "Rights Role" column in your file. You can download our model to fill in.
Step 3: Add a rights rule
1. Go to the Teams > Roles & Access Rights > Results Viewers menu.
2. Click on Add Results Viewer > Automatic Mode > Add Rights Rule.
Select the rights role you want to configure (for example Users with 'Rights Role' set to 'Store Manager').
3. Define the perimeter of this role ("can see"):
If the results viewers need to access the results of their own teams - for example, if you want managers to have access to the results of the stores filled in their users’ profiles - select in the 2 fields the attribute in which their teams are defined. For example: can see 'store' is defined by their 'store'.
If some users need to have access to the results of perimeters other than their own - for example, to give an HR person at headquarters access to a specific region - select the attribute concerned in the first field and the "Perimeter" attribute in the second field. We can thus have: can see 'Region' is defined by 'Perimeter' by filling in the attribute 'Perimeter' with the concerned region.
4. Select the comparison attributes:
Select all the attributes you want to make available to the results viewers to zoom in on sub-populations or compare results along other dimensions of analysis. For example: can compare populations based on 'Start Date' + 'Job' + 'Contract Type'
Finally, click on "Add a results viewer". Your rights role is now enabled, all you have to do is fill in the "Rights Role" attribute (and possibly "Perimeter") to add the results viewers!
💡 Tip: If you want to change your rights rules, delete them directly and redefine your rules from the beginning. You can keep the same rights role for your new rule.