I have two metadata fields, Location and Department. I want to enable dashboard access so that dashboard users see all the responses for users with the same Location OR the same Department name. How can I do this?

I reached out to Qualtrics Support and got an answer for this. When a user is assigned to more than one role, the permissions are additive and not restrictive. Essentially, they act as "Or" statements. So, the best way to do this would be to create two different roles, one with the Location permission set up and another with the Department permission set up, and then assign both of the roles to a user. That way they would be able to see information from users with the same Location OR the same Department name in their dashboard.

@JakeW It looks like that's not available on my Dashboard - I'm using the Employee Engagement platform, not Vocalize. Do you know how to do that in EE?

Setting dashboard access based on metadata fields

Setting dashboard access based on metadata fields | Experience Community

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