Results Dashboard
The “Share” button (found throughout the Results Dashboard) is how leaders can grant access to other users to either manage or view the results of their engagements. This essentially turns the entire dashboard into an interactive report that can be shared within teams. All you need is their email address!
Access Levels Overview
Manage Access
Users with Manage access have the same permissions as a leader. They can:
- Edit results
- Moderate content
- Publish and export reports
- Access Advisor
View Access
Users with View access can only see content without making changes. They have read-only access to:
- Results Overview
- Survey Analysis
- Differences
- Reports
- Access to Advisor
Note: If a user with View access has filter presets applied, they may see fewer pages because some pages cannot be filtered at this time.
You can also include demographic contact data from your contact upload in Shared Filter Presets. This allows you to create and share filtered views of the Results Dashboard based on specific demographic data, providing tailored insights to your team members.
For example, if you want a user to focus on survey responses from a specific demographic group, simply set up a filter preset with the relevant demographic data and share it. This makes it easier than ever to customize access and ensure users see the information most relevant to them.
Users with view access can see themes created by exchange managers and are able to read and share summary reports in the Reports tab, but not create their own. Viewers are able to download data using the "Data download" feature in the Reports tab.
Additionally, leaders can grant a Results Viewer access to view a filtered version of the dashboard. At this time, only survey questions are available as filters.
To grant a filtered view of the Results dashboard:
- Add the viewer by clicking ‘Share’ and then ‘Add’
- Enter their email address, select ‘View’ access, then click ‘Add’
- Once the viewer’s name appears in the list, click the filters icon in the ‘Filter presets’ column
- Select the survey question responses you would like to use as filters and click ‘Apply filters’
Note: Users who you grant access to will need to login to ThoughtExchange before they can view the dashboard. That is how we make sure your results are only shared with who you want to share them with!
For example, Jane (who is VP of her department) could use Share to grant the manage permissions to her management staff for her recent Exchange. They could then go into the Results Dashboard to theme the exchanges relevant to their teams, export their own Thoughts reports and publish summary reports.
From there, each manager decides that they want to share the dashboard with their team members, but they don’t want any changes made to the themes they’ve decided upon or the reports they have created. They can each use Share to add their additional users to the Results Dashboard with view access. These new users will now be able to view the dashboard, but won't be able to change anything.