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Jing_Ying_Choon's avatar
Jing_Ying_Choon
Copper Contributor
Jun 26, 2024

Possible to change who to get access to the dashboard?

Hi alanderfield,

 

One of the client survey has closed and they would like to give phased access to dept heads (100pax) first, then line managers (200 pax) at a later date.

 

However, we have only defined a manager group (300 pax) in the reporting set up site during survey build.

 

I am wondering if there is a workaround to make this work? Would it work if I edit the user role group and only include the department heads and provide access on the dashboard. Then, on a later date, I will edit the user role group again to add in the line managers- will the line managers receive access to the dashboard then? 

 

Thanks

  • Jing_Ying_Choon's avatar
    Jing_Ying_Choon
    Copper Contributor
    Hi alanderfield, I am wondering if the above proposed workaround works, or if there is a better solution. Client is prompting but we don't yet have a good answer. Thanks!
    • Jing_Ying_Choon's avatar
      Jing_Ying_Choon
      Copper Contributor
      Hi alanderfield, another question here-

      The survey end results notification have already been sent out via the system after the survey ended- however, we have not yet released any access for managers. We are hoping to release manager access to the platform on Monday and we are wondering if we were to grant phased access on Monday, will these managers then receive the same survey end results notification email? If not, how will they receive the link to access the platforms?

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