Assign Restricted User to a Report

As a Compass Site Admin, you can add Restricted Report Viewers to access and filter reports ONLY for their area of responsibility ex. Division, Department etc. These users cannot see reports or data for other areas of the organization.

By default, a Restricted Report Viewer can:

1. View, filter and download Snapshot, Dashboards & Heatmap Reports

2. Compare Snapshot report data the Organization Overall

You can assign additional report when creating or editing a user. See Add a User. Report options include:

• Response Rates

• Comments (with or without AI)

• Insights

• Correlations

To create and assign a Restricted Report Viewer, please follow these steps:

Create User

1. As a Site Admin, go to Admin > Users > Add Users.

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

3. Check "Can view comments" only if you want the user to view verbatim comments for their demographic group.

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

Assign Access

1. As a Site Admin, go to Admin > Results > Survey Name > Assign Access.

1. Click Filters > select a demographic then choose the appropriate group(s).

Filter Examples

• Executive: Division = Human Resources

• Manager: Division = Human Resources AND Department = Staffing

1. Click OK

Once OK is clicked, the user will immediately have access to the report data. You may re-click Filters to edit a users filtered group(s) or click Clear Filters to remove ac