I have a group of leaders who changes on a monthly basis - who need access to a specific CX dashboard. Is there a way to import an entire group list and give them access to a specific dashboard rather than having to manually add and/or remove users every month?
Solved
Bulk share CX dashboard based off a list
+30Best answer by vgayraud
Hi
Create a role with the required permissions. Enable automatic role assignment based on a user metadata attribute you’ll create for this, say “Leaders” = Yes.
Retrieve the CSV template used to import users and export your users list. Copy your users list in that template in the right columns (don’t forget to add the “Username” column if your org is using SSO) and add the column “Leaders” with a Yes/No value for each user.
Import that new file to update your users and trigger the automatic role assignment rule.
Read these parts of the support site for all the steps and details:
https://www.qualtrics.com/support/vocalize/user-admin-cx/roles-cx/
https://www.qualtrics.com/support/vocalize/user-admin-cx/adding-importing-and-exporting-users-cx/
+58Hi
Create a role with the required permissions. Enable automatic role assignment based on a user metadata attribute you’ll create for this, say “Leaders” = Yes.
Retrieve the CSV template used to import users and export your users list. Copy your users list in that template in the right columns (don’t forget to add the “Username” column if your org is using SSO) and add the column “Leaders” with a Yes/No value for each user.
Import that new file to update your users and trigger the automatic role assignment rule.
Read these parts of the support site for all the steps and details:
https://www.qualtrics.com/support/vocalize/user-admin-cx/roles-cx/
https://www.qualtrics.com/support/vocalize/user-admin-cx/adding-importing-and-exporting-users-cx/
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