Add a User

If you would like to add members of your team or leaders to Compass to view reports, please follow the steps below. Note: This feature is only available to Admin licensed users.

1. Click on Admin > Users > Add User.

1. Enter the persons Full Name (First/Last) and email address.

2. Restricted User

   • If Checked - User will only be able to see their area of responsibility (Restricted Report Viewer - Ideal for Leaders and Managers)

   • If Unchecked - User will be able to see all surveys and reports (Report Viewer - Ideal for members of HR)

3. Check individual report options.

1. Remove Filter Similarity Warning

• If Checked - Removes an algorithm that protects confidentiality that can sometimes affect the ability to filter within small demographic groupings. Survey confidentiality threshold for responses (typically set to 5) will still apply.

1. Click Save. An email invite will be sent to the user to verify their account.