How do you recommend to manage the EX platform in a multinational / big company? | XM Community
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Hi, I work at a multinational company, with many Business Units.
I would like to know the experience of other users in this topic. How do you manage the access to the platform and particularly the Employee Directory?
Our employee voice strategy includes that some of the Surveys are directly managed by a local business unit. They should use the data of employees that are in the directory, but they should not access data of other Business Units' employees. Also, they should not modify data by mistake.
Is there anyone with experience on this respect? If not, How would you do it?

ana_velez_voce tú sabes? 🙂 o me recomendarías a alguien con quien hablar?


Hi @89andrea,

quite old topic, however, meanwhile I think there is some solution to restrict the access. 

By default, the EX administrators have access to the whole employee directory. We can not change this view. However, we can remove the access to the employee directory by creating a custom user type (e.g. based on a copy of the EX administrator) that has not the permission shown below: 

 With the custom user type, they are still able to import employees in their project. So that they can only import employees of their area of responsibility, you can use data access control roles: 

https://www.qualtrics.com/support/de/employee-experience/directories/employee-record-access-control/

For sensible fields, you can also use data access tags in addition to not show specific fields (such as age) in the UI: 

https://www.qualtrics.com/support/survey-platform/sp-administration/data-privacy-tab/data-access-settings/

Best
Christian


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