Automated permissions: How to make updates to reporting lines

Automated permissions are set at a point in time. If your reporting lines change in your participant library after you set permissions up, those changes are not applied to the survey automatically. This article shows you how to review and apply them.

Step 1: Open the survey's automated permissions

1. Select Surveys from the left menu.
2. Find the survey, select the three dots, then select Permissions.
3. Select Manage automated permissions.

Step 2: Look for the reporting lines banner

If your reporting lines have changed, a banner appears above the People Leader list:

"Reporting lines in your participant library have changed since this survey's Automated permissions were set up. [number] People Leaders are affected. This survey is still using the original structure."

Select Review and update to see what changed.

Step 3: Review what changed

The window titled Apply the new reporting lines to this survey? lists the People Leaders whose reporting lines have changed, with a plain summary for each, for example:

• "3 reports added (5 → 8)"
• "2 reports removed (12 → 10)"
• "New People Leader with 4 reports"
• "No longer leading a team (was 5 reports)"
• "Removed from participant library (was 3 reports)"

This tells you exactly how each leader's view of the results will change.

Step 4: Apply or keep the current lines

• Select Apply new reporting lines to update the survey. This can take a few minutes.
• Select Keep current reporting lines to leave the survey as it is.

What happens next

• If the changes only affect existing leaders, the list refreshes automatically.
• If new People Leaders are added, set their permissions next (see "Automated permissions: create report viewers and set permissions").
• Anyone removed from the list may have been reassigned. You can still find them under Manage manual permissions.