FOR CUSTOMERS WITH AUTOMATIC RIGHTS:
If you have any questions, please don't hesitate to contact us at firstname.lastname@example.org or your Project Manager ☀️
Viewer can view results and teams on a targeted population. With this role, they can monitor employee engagement, act quickly on key issues for their team, and report any changes to be made to the employee database to the administrators. This is the role most often assigned to managers.
Viewers can therefore :
- View results
- View the list of employees and all their information
- Download the list of employees in their perimeter, with their analysis filters, in Excel format.
To assign a Viewer role, you need to have an e-mail address (non-connected co-workers can't get an access role) and you won't be able to give read rights on attributes that aren't filterable in the results.
💡Tip : if your managers wish to make corrections to the employee file, they can return to one of your account administrators directly to make the appropriate profile updates.
Let's take a look here at how to assign access to your managers on the platform! 💪
➕ Go to Access Rules ℹ️
In order to give certain managers the ability to view the results directly on the platform, you need to first go to the Teams > Access Rights > Viewers.
✍️ Add one or more viewers
Our tool allows you to add one or more viewers with a defined scope in an intuitive and fast way. First and foremost, make sure that the user to whom you want to assign the Viewer role (which will give them access to their team's results) is already added to your account.
To add one viewer :
- Go to the Teams > Access Rights > Viewers
- Click on Add Viewers : the list of all your coworkers will appear in a dropdown menu
- If you want to grant access to a specific employee, you can search for their name directly in the search bar. Simply check the box next to the Name tab and click the Select button at the bottom of the page.
You have two options:
- give access to all results by selecting "All account results",
- give access to results for a defined population. In this case, you need to select the "The population of" insert on the analysis filter with which you wish to configure access.
(Example: If you wish to give access to all results for France, select "Country" and then the value "France").
Then confirm the chosen population in the final validation step, which will summarize all access rights and allow you to make a final check. At this final stage, you also have the option of granting access to results and team views for several values (5 maximum).
(Example: If you wish to give access to results and teams for France AND the USA, simply select both values from the list)
💡 Tip for easily selecting several viewers at once : simply filter directly on the analysis filter that suits you best. You can then check the box next to the Name tab to select the entire list. Once you've selected your list, you can define rights in the same way as for a single collaborator.
(For example : if you want to give the role of Viewer to all managers in the Sales team, simply filter the "Team" filter with the value "Sales" and the "Manager" filter with the value "Yes". The list of all sales team managers will be displayed. In the same way, all you have to do is follow the 3 steps).
Note : Viewers will be able to compare their results with all existing analysis filters.
🧐 Check viewers' access
Simply copy the email address into the search bar at the top of your list of viewers from the Teams> Access Rights > Viewer. You will then see the scope of results that the viewer has access to.
If they are not on the list, it means their rights are not active. Configure their rights with just a few clicks from this space directly !
If you have any questions, please don't hesitate to contact us at email@example.com ☀️