As an admin, grant slice and filter permissions to users according to custom and standard demographics for use when viewing the results of surveys, Feedback, and 1-on-1s.
In this article:
Overview
As an admin, grant slice and filter permissions to users according to custom and standard demographics for use when viewing the results of surveys, Feedback, and 1-on-1s.
To fine-tune levels of access with Survey Analytics, create and manage Assignments and Roles via Survey Access Settings, learn more.
Additional Resources:
Requirements
- Available to full admin users
Manage Slice & Filter Permissions by Demographic
As an admin, use the Demographics tab to specify how demographics can interact with slices and filters, whether a demographic be available to all admins, both admins and managers, or if the demographic shouldn't be available to any user.
To use the Heat Map report in Survey Analytics, the user will need to have demographics enabled for them.
To give slice and filter permissions by demographic:
- Click and expand Administration
- Click General Settings
- Click and navigate to the Demographics tab
- Identify the demographics to specify their permissions
- Each row represents an individual demographic
- Each column represents permissions for Filtering & Team Goals, Slicing, and visibility on Profile Cards
- Click and specify the permissions by demographic:
- Show on Profile Card: Specify who can see the demographic on Profile Cards; this option is reserved for custom demographics only
- Use for Filtering & Team Goals: Specify who, if anyone, can use the demographic to filter by or use when creating a Team Goal, learn more
- Use for Slicing: Specify who, if anyone, can use the demographic to slice by
- Permissions are automatically saved as they're changed, exit the page when complete