How to restrict a user to view data only for his own hierarchy in Reports and Dashboards

Question

Hello Experts,How can we restrict a user to be able to view data only for his own hierarchy such as his own team/department/division etc while he viewing a report or a dashboard in the Qualtrics instance, he need not have taken an survey himself, for example a manager or a top executive level users?Kind Regards,Manjista

Bnita · Accepted Answer

Hey for EX you can use this support page - https://www.qualtrics.com/support/employee-experience/creating-ee-project/participants-tab/participants-ee/participant-information-window-ee/#Permissions Scroll all the way to the bottom to "Dashboard permission". After you create the role and activate the dashboard, you can use "restrict data" to ensure he is limited to only see the results for his team

cbhavsar · Answer

Here is the direct link to the support page that will help you with the requirement:Step 6: Sharing & Administering CX DashboardsLet me know in case you have any further questions.All the best with your project!

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