In Friday Pulse, all users can see the results of the team/s they are in in the user list, while advanced users (Admins, Analyst and Senior leader users) can view results for all teams and groups.

However, sometimes you might want to allow certain users to view the results of particular teams, but not results for all teams. Our Access to and Manager of functions can be used to allow Participant users to see the results of other Teams in your user list.

You can also use these functions to allow particular Participant users to see the results of certain Tags, Locations and other Custom Attribute groups you have added to your user list.

Examples

• You have a manager of two sub teams, the manager might be in one or other (or neither) of the sub teams, but still need to be able to see the results for both sub teams, so you make the user “Manager of” the parent team to the sub teams.
• You have a user who supports a senior leader in a particular area of the organisation, so you give them “Access to” the results of the teams in those areas.
• You have a group of users with a “Happiness Champion” Tag and you wanted these users to be able to see the results for their Tag group, so you give all these user “Access to” the Happiness Champions tag group results.

Visibility overview

• Admin, Analyst and Senior leader users: Can see all reporting pages, scores and Notes of all groups and teams
• Participant users: Can see team scores and Notes for their own team, plus scores of any parent team/s of their team
• Manager of and Access to: Participant users that can see scores and Notes for a particular group or team, including child teams. COMING SOON: If the user is Manager of or has Access to a team, that user will be able to access the Heatmap and Participation report for those teams also.
• Note: Friday Pulse is designed to protect individual privacy. Results are only shown when three or more people from a group have responded.
• See more on why and how we share team and organizational results with employees here

Adding a user as Manager of or Access to via...

The user

1. Go to the People page in Friday Pulse, under the People drop down
2. Select the user you want to modify
3. Search for and select the team/s or group/s in the Access to or Manager of field
4. Save the changes made

The group

1. Go to the Team page or All groups page in Friday Pulse, under the People drop down
2. Select the team or attribute and then group you want to modify
3. Search for and select the user/s in the Access to or Manager of field
4. Save the changes made

Import

1. Export your user list from the ••• in the People area of your account
2. Add group or team names under the Access to or Manager or columns
3. One group or team name can be added per field, so Access to 1, Access to 2, or Manager of 1, Manager of 2 etc columns can be added to the import sheet
4. Ensure team or group names match exactly how these appear elsewhere in the user list
5. Import the user list

COMING SOON:

Optional additional visibility by Attribute groups

By default, seeing your results by your different Attributes, such as Location, Gender and Tags, is only available to Admins, Analysts, and Senior Leaders. However, Admins can choose to give “Manager of” and “Access to” users visibility of their chosen teams by Attribute groups on the Heatmap. This access is granted at the attribute level, so you could, for example, allow visibility by Location but not Tags.

Note: It is important to ensure your data is up-to-date and kept up to date for all groups, such as Gender, Location, Date of Birth and Employment Start Date to ensure accurate results for these different Attributes is displayed in your account.

To give this extra visibility:

• Go to People > All groups
• Click on the relevant attribute, such as Location
• Click on the ••• to Edit
• Turn “Manager access” slider on
• Click to “Update this attribute”

Tips for effective management

• Regularly review and update permissions as team structures or user roles change to ensure everyone has appropriate results visibility to reflect any changes in your organization.
• Ensure all users understand what their roles and permissions entail to use the platform effectively.