Available for: Admins
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!
In this article:
- Step 1: Activate the access rights field
- Step 2: Naming and assigning rights roles
- Step 3: Add a rights rule
Step 1: Activate the access rights field
Dans Teams > Analysis filters, locate the "Rights Role" block and enable it by clicking the "Use" button.
If some of your result readers are not part of the scopes they need access to, you will need to create an additional field - like "Rights Perimeter" - to specify their access. This is especially useful if several people 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 analysis filter 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.
ℹ️ You can also create multiple rights rules for a single analysis filter if you want to define roles with different comparison filters.
The rights role acts as any field, 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 users' "Rights Role" field.
- 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
- Go to Teams > Roles & Access Rights > Results Viewers.
- 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').
- Define the perimeter of this role ("can see"):
→ If the results viewers need to access the results of their own team - meaning the team they want access to is present in a filter field of their own profile - enter that filter in both fields to define their perimeter.
can view coworkers’ results whose 'Store' is equal to their 'Store'.
→ If some users need to have access to the results of people other than their own team - meaning the team they want access to is not present in a field of their own profile - select the correct filter in the first field and "Perimeter" in the second field.
can view coworkers’ results whose 'Region' is equal to their 'Perimeter'. ⚠️ The Perimeter field must use the same format (Text or Yes/No) as the analysis filter you want to give access to.
Select the comparison filters:
Select all the filters you want to make available to the results viewers to zoom in on sub-populations or compare results along other dimensions of analysis.
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" fields (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.