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Create report viewers and set permissions (manual permissions)

Report viewers are people who have permission to view your survey's reports.

There are two ways you can set their permissions:

  • Automatically (automated permissions): This method generates report viewers based on your organisation's structure. It identifies People Leaders and gives them permission to view survey results for their reporting lines. Learn more about setting report permissions based on reporting lines.

  • Manually: This method lets you select who can be a report viewer. These people may be anyone internal or external to your organisation, for example a Board Executive through to a Team Lead. This contrasts with automated permissions, which is for People Leaders only.

This guide focuses on setting up Manual permissions.

Before you start, go to Surveys in the left-hand menu and check your survey status. You can only set permissions for a survey if it's Pending, Active, or Closed.

If the correct status is showing, you can watch the video demonstration, or follow our step-by-step instructions.