Delegating dashboard access | XM Community
Skip to main content
We used dashboards to share results from our latest survey and input action plans. Some of the leaders want their assistants to input their action plans. Our access is based on the organizational hierarchy. Is there a way to "delegate" the leader's access to the assistant?



Thanks!
Hi JennyMiller!





What i have done before is creating a new role for each assistant based on the hierarchy unit restriction rather than on hierarchy. And there i select the same hierarchy unit the leader has access to.
Thanks ana_velez_voce!

Leave a Reply