Who can access survey results?
Who can see a survey's results depends on a person's role and the permissions they have been given.
Default access by role
- Account Managers can see all survey results, except Leadership Effectiveness 360 surveys, unless they created them.
- Survey Administrators can see only the surveys they created, unless they are added as a report viewer.
💡Did you know? You can use a survey setting called "Limit who can access this survey". By default it limits survey management, editing, and result viewing to the person who turned it on, along with AskYourTeam super admins. You can also add specific administrators (account managers, account admins, and survey administrators) so they keep access based on their role.
Giving others access
Account Managers can make other people report viewers and control exactly what each one sees. There are two ways to do this:
- Automated permissions give every People Leader access to results from their own reporting line, based on your organisation's structure.
- Manual permissions let you hand-pick individuals and choose what each can see.
You can limit what report viewers see, for example restricting a leader to their own team, or hiding certain reports or questions.
💡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.
Keeping track
When you use automated permissions, you can see how many people have been granted access, and how many have logged in since being granted. See "Report viewer access and login status".
A few things to know
- Timing: you can set report viewers up at any time, but setting them up after a survey closes makes sure they do not miss any insights.
- External people: to give access to someone outside your organisation, add them as a user first, then make them a report viewer.
- Restricting other administrators: the "Remove access for other administrators" setting limits results to the person who enabled it. They can still share access by adding report viewers.
- 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.