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Invite Report Viewers to view results

AskYourTeam Help CentrePermissions & accessReport Viewer permissions

Invite Report Viewers to view results

There are two ways you can invite Report Viewers to view results:

  • individually, or

  • as a group (in bulk).

To get started, you'll need to navigate to your list of Report Viewers:

  1. Go to Surveys in the left menu.

  2. Select the three dots on the survey you want to invite people to view results for.

  3. Select Permissions.

  4. Select Automate permissions or Manage permissions. This will take you to the list of report viewers for the survey.

Not sure which one to choose?

  • Automate permissions: Generates report viewers automatically based on your organisation's hierarchy. Learn more about automated permissions.

  • Manage permissions: This is the manual method. It lets you select who can be a report viewer. Learn more about manage/manual permissions.

Invite a single Report Viewer

To invite a single Report Viewer:

  1. Find the Report Viewer you want to invite. You can do this by browsing the list or searching.

  2. Select the envelope icon in the Invite column to send them an invitation.

Invite a group of Report Viewers

To invite more than one Report Viewer:

  1. Select all the Report Viewers you want to include in this group.

  2. Select the Bulk changes top right.

  3. Select Invite and enable.

  4. Select Enable and invite or Enable.

  5. Select Send.

What's the difference between 'Enable and invite' and just 'Enable'?

Enable
This option gives Report Viewer access to view survey results but doesn't notify them of this (send them an invitation). If you want to send them an invitation later on, you can. This must be done individually from the list of Report Viewers in the Permissions section.

Enable and invite
This option sends bulk invites to all the Report Viewers you've selected. The invite notifies them that they can now log in and view survey results.

Can you resend an invitation?

Yes. To resend an invitation to a Report Viewer:

  1. Go to the Permissions section of your survey.

  2. Find the Report Viewer you want to invite. You can do this by browsing the list or searching.

  3. Select the paper aeroplane icon in the Invite column to re-send them the invitation.