I created a dashboard and I am attempting to provide access to a Group to be able to view data for specific sources. The sources are responses from a question in multiple surveys. The question in multiple surveys is What is your general clinc and the options are for example Su Clinic: A1, Su Clinic: B2, and Su Clinic: C3.
What would be the easiest way to get this accomplished?
Hi
You can do this with dashboard roles, user metadata and role data restrictions.
See the following sections of the support site:
https://www.qualtrics.com/support/vocalize/user-admin-cx/roles-cx/
https://www.qualtrics.com/support/vocalize/user-admin-cx/user-attributes-cx/
https://www.qualtrics.com/support/vocalize/sharing-dashboards/setting-data-restrictions/
Hi Vincent,
Thank you for your response. I previously did try adding metadata, but was not successful. Perhaps I am missing other access to be able to use this feature in Roles.
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