> For the complete documentation index, see [llms.txt](https://docs.talentmap.com/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talentmap.com/knowledge-base/start-here-find-your-path.md).

# Start Here: Find Your Path

Pick the description that fits you and follow its checklist. Each path points you to the articles you need, in the order you need them.

{% hint style="info" %}
**Roles and permissions.** These are descriptions of what you do, not Compass permission names. A Survey Lead may be a Site Admin or a Survey Creator depending on how your organization set up Compass. See [Permissions](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/users/permissions.md) for the four client-facing roles.
{% endhint %}

***

## I am the Survey Lead

You own the survey program for your organization and work with TalentMap through the seven steps.

1. Read [Getting Started](/knowledge-base/getting-started.md) for the seven steps, their deliverables, and typical timing.
2. Log in to the TalentMap Portal and confirm your tasks. See [Timelines and Deliverables](/knowledge-base/step-1-prepare-for-action/timelines-and-deliverables.md).
3. Book your questionnaire design call at least 3 weeks before launch. See [When should we schedule the questionnaire design call?](/knowledge-base/step-1-prepare-for-action/prepare-for-action-faq/when-should-we-schedule-the-questionnaire-design-call.md).
4. Prepare your participant file and get TalentMap email addresses whitelisted. See [Participant Information File](/knowledge-base/step-3-pre-survey-communication-and-setup/participant-information-file.md) and [Email Whitelisting](/knowledge-base/step-3-pre-survey-communication-and-setup/email-whitelisting.md).
5. Plan communications with the templates in [Survey Communications](/knowledge-base/step-3-pre-survey-communication-and-setup/survey-communications.md).
6. While the survey is open, use [Monitor Response Rates](/knowledge-base/step-4-deploy-employee-survey/monitor-response-rates.md) and the [Survey Live FAQ](/knowledge-base/step-4-deploy-employee-survey/survey-live-faq.md).
7. After it closes, start with [Compass Reports](/knowledge-base/step-5-analyze-interpret-and-report/compass-reports.md), then [Action Planning in Compass](/knowledge-base/step-7-communicate-and-take-action/action-planning-in-compass.md).

***

## I am a Site Admin

You manage users, access, and results configuration in Compass.

1. Understand the four roles in [Permissions](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/users/permissions.md).
2. Add your report viewers with [Add a User](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/users/add-a-user.md), and give managers their scope with [Assign Restricted User to a Report](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/users/assign-restricted-user-to-a-report.md).
3. Decide who can read comments with [Comment Permissions Access](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/users/comment-permissions-access.md).
4. Hide sensitive demographic fields from managers with [Hide Demographics from Restricted Users](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/results/general/hide-demographics-from-restricted-users.md).
5. Set up benchmarks and previous periods with [Benchmarks](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/results/benchmarks.md) and [Previous Period](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/results/previous-period.md).
6. Build a leadership view with [Dashboard Editor](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/results/dashboard-editor.md).
7. If your HR system should feed Compass automatically, see [Integrations: Connecting Your HR Data Source](/knowledge-base/step-5-analyze-interpret-and-report/compass-admin/integrations-connecting-your-hr-data-source.md).

***

## I build and launch surveys myself

You use Compass to design, translate, schedule, and send surveys.

1. Follow [Create and Launch Your First Pulse Survey](/knowledge-base/survey-design-and-deployment/getting-started-create-and-launch-your-first-pulse-survey.md) end to end once.
2. Learn the designer in the [Survey Designer - Complete Guide](/knowledge-base/survey-design-and-deployment/creating-surveys-quick-start/survey-designer-complete-guide.md), and reuse TalentMap content with the [Questionnaire Library](/knowledge-base/survey-design-and-deployment/creating-surveys-quick-start/questionnaire-library.md).
3. Add branching with [Survey Logic and Display Conditions - Quick Start](/knowledge-base/survey-design-and-deployment/survey-logic-and-display-conditions-quick-start.md).
4. Upload participants with [Import Participants](/knowledge-base/survey-design-and-deployment/import-participants.md), or use [PIN Authentication for Survey Access](/knowledge-base/survey-design-and-deployment/import-participants/pin-authentication-for-survey-access.md) for participants without email.
5. Schedule invitations and reminders with [Scheduling Emails - Quick Start](/knowledge-base/survey-design-and-deployment/scheduling-emails-quick-start.md).
6. Check [Known Limitations](/knowledge-base/general/known-limitations-in-compass.md) before you promise a feature to a stakeholder.

***

## I am a manager or report viewer

You have a Compass login and want to understand your results.

1. Start with the [Snapshot Report Overview](/knowledge-base/step-5-analyze-interpret-and-report/compass-reports/snapshot/webpage/snapshot-report-overview.md) video.
2. Learn what the terms mean in the [Compass Glossary](/knowledge-base/general/compass-glossary.md).
3. Compare your group with [Heatmap Overview](/knowledge-base/step-5-analyze-interpret-and-report/compass-reports/heatmap/heatmap-overview.md) and find what matters most in [What is key driver analysis?](/knowledge-base/step-5-analyze-interpret-and-report/compass-reports/reporting-faq/what-is-key-driver-analysis.md).
4. Understand why some cells are blank in [Confidentiality and Permissions in Compass](/knowledge-base/step-5-analyze-interpret-and-report/compass-reports/confidentiality-and-permissions-in-compass.md).
5. Turn results into action with [Action Planning in Compass](/knowledge-base/step-7-communicate-and-take-action/action-planning-in-compass.md) and the [Management Resources](/knowledge-base/step-6-discuss-clarify-and-plan/management-resources.md).

***

## I am a survey participant

You received an invitation and want to know how it works.

* [Is the survey confidential?](/knowledge-base/step-3-pre-survey-communication-and-setup/pre-survey-faq/is-the-survey-confidential.md)
* [Can I save my responses and complete the survey later?](/knowledge-base/step-4-deploy-employee-survey/survey-live-faq/can-i-save-my-responses-and-complete-the-survey-later.md)
* [Can responses be changed once submitted?](/knowledge-base/step-4-deploy-employee-survey/survey-live-faq/can-responses-be-changed-once-submitted.md)
* [My survey link is not working, what do I do?](/knowledge-base/step-4-deploy-employee-survey/survey-live-faq/my-survey-link-is-not-working-what-do-i-do.md)
* [Survey Accessibility and Assistive Technology](/knowledge-base/step-2-develop-questionnaire/questionnaire-design/survey-accessibility-and-assistive-technology.md)

***

## I am taking part in a 360

You are being assessed, or you are rating a colleague.

1. Read the [360 Overview](/knowledge-base/360-feedback/360-overview.md).
2. Follow [Completing a 360 Assessment](/knowledge-base/360-feedback/completing-a-360-assessment.md).
3. Read your results with [Understanding your Report](/knowledge-base/360-feedback/understanding-you-report.md) and plan with [How to Use Your Individual Development Plan (IDP)](/knowledge-base/360-feedback/how-to-use-your-individual-development-plan-idp.md).
4. Questions about who sees what: [Anonymity and Confidentiality in 360](/knowledge-base/360-feedback/anonymity-and-confidentiality-in-360.md) and the [360 Feedback FAQ](/knowledge-base/360-feedback/360-feedback-faq.md).

***

## Related Articles

* [Getting Started](/knowledge-base/getting-started.md)
* [Troubleshooting: Where to Look First](/knowledge-base/general/troubleshooting-where-to-look-first.md)
* [Compass Glossary](/knowledge-base/general/compass-glossary.md)


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