How to set up Report Viewers for a Leadership Effectiveness 360 survey
Report Viewers are the people allowed to see survey reports. For a Leadership Effectiveness 360 survey, results are sensitive: they are meant for the leader and the person running their feedback session. Anyone else needs the leader's permission. This keeps results confidential and builds trust.
Note: Automated permissions are not available for Leadership Effectiveness 360 surveys. Automated permissions work by giving each People Leader access to their reporting line's results, which is not appropriate here. A 360 survey is personal feedback for one leader, and the results must stay confidential to that leader and the person running their session. So you set viewers up manually, person by person, and choose exactly who can see each leader's results.
Who can set this up
- Regular surveys: any Account Manager can set up report viewers and see results.
- Leadership Effectiveness 360: only the person who created the survey can set up report viewers. Other Account Managers cannot see results without permission.
Step 1: Open permissions
- Select Leadership from the left menu.
- Find your survey.
- Select the three dots on the survey card, then select Permissions.
- Select Configure manual permissions (this becomes Manage manual permissions after you add your first viewer).
Step 2: Add your first report viewer
Your first viewer is usually the person running the one-on-one sessions with leaders.
- Select Add new report viewer.
- Find them by name or email, or use the filters. They must already be a user.
- Select their name, then select Done.
- Select their name in the list to set what they can see:
- Leaders: which leaders' results they can view.
- Reports: which reports they can open. Only give the All Leaders Report to people who need an organisation-wide view, never to individual leaders.
- Select Save changes.
- Use the preview icon to check their access.
- Use the icon in the Invite column to notify them.
Important: Leaders should not see their results before their one-on-one session, so the feedback can be given with the right context.
Edit a report viewer
Return to the list, select the person's name, make your changes, and select Save changes.
Note: Bulk actions and bulk invitations are not available for Leadership Effectiveness 360 surveys.