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Controlling data view access in EX employee engagement survey

  • November 10, 2025
  • 1 reply
  • 10 views
PeeyushBansal
Level 6 ●●●●●●
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I have to share Employee engagement data and analysis tab with my analytics group but I also want to make sure they dont see PII variable like participant email, name and some other meta data like employeeID etc. How can i do same in EX platform?

Best Regards, Peeyush

1 reply

L
Qualtrics Employee
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  • Lpena
  • Qualtrics Employee
  • November 20, 2025

Hello, PeeyushBansal


To share Employee Engagement data and analysis with your analytics group while preventing access to PII variables (such as participant email, name, employeeID, and other sensitive metadata) in Qualtrics EX, follow these steps:

  • Enable Enhanced Confidentiality: Activate this setting on your dashboard. This introduces confidentiality thresholds for both metrics and counts in sensitive fields, adding a layer of protection.

  • Mark PII as "Extremely Sensitive": In the dashboard's Confidentiality settings, mark fields containing PII or sensitive metadata (e.g., email, name, employeeID) as "Extremely Sensitive." Data points below the set anonymity threshold will be grouped to protect individual identities.

  • Categorize Other Fields: Mark other fields as "Somewhat Sensitive" or "Not Sensitive," based on their potential to identify participants.

  • Adjust Threshold: Customize the confidentiality threshold (default is 5 responses) to control the minimum number of responses required before data is displayed.

  • Customize Display: Use the dashboard settings to control which fields are displayed, ensuring PII fields are appropriately grouped or hidden based on their sensitivity.

  • Assign Permissions Carefully: When sharing, set permissions so the analytics group can view the dashboard but cannot access raw data or exports that contain PII.

  • Further Protection: Consider removing PII from the survey data before dashboard creation or utilize Pseudonymization features (available for Engagement projects) for additional security.

By implementing these confidentiality controls and managing permissions, you can securely provide your analytics group with the necessary engagement data without exposing sensitive employee information in the reports or dashboards.

For more detailed information, please refer to the Qualtrics Support documentation: https://www.qualtrics.com/support/employee-experience/creating-ee-project/dashboards-tab/dashboard-management/dashboard-settings/anonymity-ee/?parent=p002441

If you are still experiencing issues with securing your data or configuring these settings, please submit a ticket through your Customer Success Hub for personalized assistance:

➡️ https://support-portal.qualtrics.com/

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