Who can access survey results?
Access to your survey results depends on each person’s role and their permissions.
Automatic access
By default, the following roles can view survey results:
- Account Managers: Can view results for all surveys, with the exception of Leadership Effectiveness 360 (they can view results for a leadership survey if they created it).
- Survey Administrators: Can view results only for surveys they created. They will not see results for surveys created by others unless they are added as a Report Viewer.
💡Did you know? You can request a survey setting called Remove access for other administrators. This setting limits survey management, editing, and result viewing to the person who switched it on. That person can still share access by adding others as Report Viewers. To enable this setting, please contact our Customer Success Team.
Granted access as Report Viewers
Account Managers can grant others access to view the results in AskYourTeam. This is done by adding them as Report Viewers. Account Managers can set, control and edit what each Report Viewer can see.
We encourage Account Managers to give leaders access to their team's results. This enables them to go through the feedback with their team, celebrate what's working well and identify opportunities for improvement. The survey insights can then be used to inform an action plan involving all team members, allowing them to measure the impact of actions taken when the survey or key questions are retested.
When you should set up Report Viewers
Report Viewers are usually set up after the survey has closed. You can set them up earlier if you want to, but make sure not to invite them to log in until after the survey has closed. This ensures they see they don't miss any insights.
For ongoing surveys, it's slightly different. The Report Viewer will always be viewing results for an active survey.
💡Don't forget to preview. If you're an Account Manager providing access to others, make sure to preview any restrictions you've put in place to ensure they've been applied before sending them an invitation to view their results.
Examples of restrictions might be:
- allowing a leader to see results for their team only,
- excluding specific reports.
Can you grant access to somebody outside your organisation?
Yes, you can. You will need to add them as a user to your organisation first. Then, you can follow the same process of granting them access to view results.