Re: EX Dashboards sharing with managers

Question

Hi, I have created test dashboard on Qualtrics and I am trying to share the dashboard with managers. Is it possible to share the dashboard in a way that managers can login and can see the dashboard on the platform and be able to use filters etc. to view the data from different perspectives? I also want to make sure that they only see their direct reports responses. All i am seeing is sharing PPT or PDF, which is a static report and also I need to create the template from scratch -  since I spent so much time creating the dashboard on the platform, not sure why I need to create a template to share with managers from scratch. Would like to share the actual dashboard that I created. Thank you.

jevh · Answer

aditi_sachdev Here are the steps:Create a role for managers (e.g., "test")Add your test dashboard to that role permissionsIn the role permissions, ensure that they can only see their direct reports responses under "restrict data"Add/export to add the managers that you want to the role

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