By assigning Data Access Policies to users in your Starred account, you can restrict them to be able to view specific responses. DAPs only apply to the Beta Dashboard.
For example, you can restrict recruiters to only view the responses linked to their own candidates. They won't be able to see responses from candidates linked to other recruiters. The dashboard will automatically show only responses that are relevant to this specific user.
- When a user does not have the access right 'Can view all groups' (see access rights), this user only has access to the overall results. The user won't be able to filter responses
- When a user has access to 'Can view all groups' (see access rights), this user can filter on all responses
- When a user is part of a DAP without having the access right 'Can view all groups' (see access rights), this user can filter responses within the specific DAP they are in.
Go to your settings and click on Data Access Policies. Click on 'Create new data access policy'.
You can add filters to restrict only to show responses that are related to this filter.
Next, click on 'Add Filter' to select a filter. All the custom fields you have added to your surveys will be shown in the dropdown menu. When you click on a custom field (e.g. Recruiter), all the known values related to this field will be shown.
You can select one or more values and then click 'Next'.
You can apply the Data Access Policy to one or to more users. For example, if in the previous step you've chosen the filter 'Recruiter' and from the known values you've selected one of your recruiters, you can now select the user and add them to the DAP. Now the recruiter only has access to the responses from the candidates they are linked to.
Give your Data Access Policy a name and click on 'Save data access policy'.
Once a user is added to a Data Access Policy, this Data Access Policy and the filters that relate to it will show in the left navigation bar when the user consults the Starred dashboard. All responses visible for this user are only related to candidates linked to that user.
You can add more than one data access policy to the same user. The user will then have access to both. For example: A user (James) is added to the policy "Recruiter = James" and also to the "Department = Marketing". Now James will have access to responses related to the user's own candidates and to all responses related to the Marketing Department.
Updated 3 months ago
You also have the option to assign user roles to colleagues!