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Re: EX Dashboards sharing with managers

  • June 13, 2022
  • 1 reply
  • 417 views
A
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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.

    1 reply

    J
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    • jevh
    • July 19, 2022

    aditi_sachdev Here are the steps:

    • Create a role for managers (e.g., "test")

    • Add your test dashboard to that role permissions

    • In 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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