Advanced Permission at survey level

A guide to Advanced Permission at survey level

When you create a survey, you can select which survey areas an administrator should have access to. By default, admins will have access to everything listed below, except Can see total score in reports. Below are all permissions:

• See results: Grants access to view the survey in the Risk Map and Overview.

• Can view reports: Allows viewing and downloading reports for the survey.

• Can see total score in reports: Determines if the total score is shown in the report.

• Can see survey comments: Allows access to comments from the survey.

• See action plans: Grants access to action plans associated with the survey.

This flexibility ensures that access aligns with the needs of each survey while maintaining data security and relevance for all involved. Several benefits can be achieved by using these permissions, such as:

• Purpose-based customization: Access can be adjusted according to the survey type. For example, HR may have broad access to employee satisfaction surveys, while a sensitive workplace environment survey is limited to a few trusted individuals.

• Protection of sensitive data: Highly sensitive surveys can be restricted to essential personnel, even if they normally have broader system access.

• Project-based access: Managers can access only the surveys they are responsible for without gaining access to others.

• Hierarchical control: Permissions can be set so that, for instance, a department head can view only their department’s results in one survey but have broader access in another.

• Temporary access: Limited access can be granted to users such as external consultants, without altering their general rights in the system.

Advanced Permission at survey level

1. Find the survey for which you want to set up permissions in the Calendar.

2. Click the Down Arrow next to the survey.

3. Select Permissions in the top menu.

4. Here, you can create a new permission by clicking Add .
If you want to Edit or Delete a permission, you can do so from this page as well.

5. Choose the type of admin the permission should apply to.

(If an individual admin is chosen, you can add which employee and departments the permission covers).

6. Select which areas are included in the permission by toggling the switch on or off for the options (such as reports, comments, and total company score).

7. Click Save.