I'm looking for a way to atomatize the import and rights attribution for a large set of Qualtrics users.
- I have a global survey that collects data for 200 stores and a Dashboard with all the results
- I have list of 200 email addreses that each should get a user account
- All these users should only be able to see the Dashboard, not access the rest of the XM Platform
- Each user is linked to a particular store, and should see only the data filtered for that store
How do I do this without manually adding each user and limiting their rights?
This is what I have:
- Use the Adding, Importing, & Exporting Users feature to upload a CSV or TSV file with the email addresses of the users
- Use the User, Group, & Division Permissions feature to assign roles and permissions to the users. Restrict their access to only the dashboard and not the rest of the XM Platform.
- Use the Data Restrictions Dashboards feature to create filters based on the store name or ID and apply them to your dashboard.
- Share the dashboard with your users and they will only see the data filtered for their store.
Will this work, or are there more manual steps involved?
