Hi Qualtrics CX questionWhat we want to achieve: We would like to AUTOMATICALLY assign view access to a particular dashboard to all the CURRENT and FUTURE users of a specific user type in Qualtrics.We have successfully setup SSO. enabled "just in time" user provisioning and assign a particular user type to all new users.I tried using "Automate role assignment" but it looks like I am unable to set it up correctly.We do not have specific attribute in AAD which can be related to dashboard user group. These users are mix of multiple locations and departments. Has anyone in the community tried it.

https://community.qualtrics.com/XMcommunity/discussion/comment/48467#Comment_48467It sounds like you are on the right track. I usually just click on a user and then hit "Add Attribute" to put a new field in:Or (more commonly) I import a bulk list of users with the new column in it.There is an example document that appears on the import screen if you're not sure how to structure the file. Note that if your organisation uses SSO, you will need to provide the usernames as well (in a column titled username). If you don't do this, it will stuff up the logins for all the email addresses provided. I've learned this the hard way!Good luck!

So here is the disconnet I'm seeing, unless there is something I got wrong here. Qualtrics is super good at mislabeling things in different parts of the platform.Dashboard access is controlled by "Roles" that we manage within Dashboards.When you go into Tickets --> Manage permissions, this takes you into Ticket Groups. However, here they refer to "Roles" when refering to automatic role assignment (screenshot from bgooldfed ). But this is not how you can add a user into a Role that's needed for dashboard access. Just to add to all confusion, Roles used for dashboard access also equals Ticket Teams, which you can either manage in Dashboards under "Roles" or in Tickets under "Manage teams".All this said, I don't have an answer for vinodvyas. Currently, there is no way to even export the list of all users and all the roles they are assigned to, you can only export the list with all the metadata they're assigned. If you figure out the answer to your question, please let me know. I desparately need a better way of managing all my users.

Automatic role assignment to new SSO users

Automatic role assignment to new SSO users | Experience Community

Sign up

Login to the Community

Scanning file for viruses.

This file cannot be downloaded