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Login to Compass Manager Guide

Login to Compass Manager Guide

Getting Started
STEP 1: PREPARE FOR ACTION
STEP 2: DEVELOP QUESTIONNAIRE
- Questionnaire Design
- Questionnaire FAQ
STEP 3: PRE-SURVEY COMMUNICATION & SETUP
STEP 4: DEPLOY EMPLOYEE SURVEY
- Monitor Response Rates
- Survey Live FAQ
STEP 5: ANALYZE, INTERPRET & REPORT
- Compass Reports
- Compass Admin
  - Results
    General
    Enable Results for Reporting
    Edit Demographic Report Labels
    Update a Survey Title
    Participants
    Edit Participant Information
    Remove Participant(s) From an Email Campaign
    Survey Items
    Customize Survey Items
    Convert a Survey Item into a Demographic Filter
    Benchmarks
    Previous Period
    Snapshot Customization
    Dashboard Editor
    Assign Access
  - Users
    Permissions
    Add a User
    Log In with Microsoft Account
    Assign Restricted User to a Report
STEP 6: DISCUSS, CLARIFY & PLAN
STEP 7: COMMUNICATE & TAKE ACTION
DIY SURVEY DESIGN & DEPLOYMENT
- Compass Questionnaire Design (DIY)
  - Getting Started (DIY)
    Build a Survey
    Style a Survey
    Test a Survey
    Pulse Survey Overview
    Getting Started With Logic (Branching)
  - Compass Survey Design (DIY)
    Build
    Question Types
    Add a Question
    Require a Question
    Add Text / Instruction
    Page Title and Description
    Copy & Paste
    Reorder Questions
    Reorder Pages
    Copy a Survey
    Skip Logic
    Question Logic
    Restore "Undo" a Question or Page
    Textbox / Long Answer Character Limit
    Post a Survey Link
    Disable a Question
    Style
    Add Logo
    Text Options
    Preview Survey by Device or Language
    Choose Respondent Interaction
    Hide Progress Bar
    Hide Page Titles, Descriptions, and Question Numbers
    Test
    Survey Diagnostics
    Invite Others to Test
    View Comments Made by Survey Testers
    Tools
    Rename a Survey Title
    Text & Translations
    Change Required Text, Messages, and More
    Add Translation
    Test Translation
    Share A Translated Survey
    Reuse Translations for Standard Messaging
    Design FAQ
    Why is there a red asterisk on my question?
    How do I add or remove page breaks?
    How can I design surveys to be more accessible?
    Why is my question title and/or answer option blank?
    Why Is the font for some of my survey questions different?
    Why are the option buttons not displaying in my survey?
    What is a thank you page?
- Compass Survey Deployment (DIY)
GENERAL

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STEP 5: ANALYZE, INTERPRET & REPORT

Compass Admin

Users

Add a User

PreviousPermissions NextLog In with Microsoft Account

Last updated 17 days ago

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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.

Click on Admin > Users > Add User.

Enter the persons Full Name (First/Last) and email address.
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)
Check individual report options.

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.

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