Configure Default Manager Access

The Analytics area of your platform provides the insights necessary to drive data-led decisions in your organisation. Analytics also provides managers with information to help shape performance and improve the experience for their direct reports.

Access to Analytics can be configured on a group basis, for several employees who require the same level of access, or on an individual user basis, for those who require bespoke access to specific Analytics pages. To learn more about configuring analytics access, see Configure Analytics Access.

Follow this guide to set up, view, disable, update, and remove Default Manager Access in Analytics.

What is Default Manager Access?

Default Manager Access allows you to set and update analytics access in one place for your largest cohort of Analytics users: managers, supervisors and leaders. You can use this feature to set a standard access and page view for 23 of the 31 current Analytics Pages for any user who has subordinates. This permission group automatically restricts access to data based on their report tree only. This report tree extends beyond the analytics user's immediate reports to the entire reach of their subordinates.

• When configuring manager access, you can select any or all of the 23 analytics pages as standard access for all managers.
• For each Analytics Page selected, you can choose to allow access to the Row Data table or not.
• By default, access to each page is restricted to Form Data of the subordinates only where the completion Recipient is "Supervisor". Customers can expand this access by allowing access to Form Data for All Recipient Types in the page.

Completed forms that were previously only accessible via the Feedback Tab on the Profile can now be accessed through the Analytics pages directly. Managers can view check-ins through the Analytics pages rather than returning to their emails. Currently, this is limited to Form Designs of people in the report line. Managers will be unable to view Past Reports.

Note: Caution must be applied when allowing access to view Completed Form Data for all recipient types, as this could allow a user to access completed forms not intended for them. For example, an onboarding feedback form intended for the HR team could contain information about the manager and be made available to them if Form Data for all recipient types is configured.

How to set up Default Manager Access

1. Navigate to Analytics > Permissions.
2. Select Default Manager Access.
3. Click Set Up Manager Access.
4. Choose the relevant Manager Set.
5. Select the Analytics Pages to be provided as standard for all managers automatically.
6. Configure Default Manager Access by defining Data Access using the options below, then click Continue.
   • Row Data - Access to the row data allows managers to view the specific employee data the Analytics originate from.
   • Custom Fields - Access to custom fields allows managers to customise the Analytics data and filter by custom fields listed on employee profiles.
   • Completed Form Data - Access to completed form data allows managers to access form responses, regardless of whether they were a completion recipient or not. By default, the Analytics page for this permission is restricted to completed form data only where the Completion Recipient is Supervisor. Selecting this option may allow access to completed forms not intended to be reviewed by a supervisor of the respondent.
7. Review the settings and click Confirm to save the changes.

Once configured, all users with subordinates will have immediate access to the pages set as default. As users gain subordinates, the Analytics tab will automatically appear on their left-hand navigation bar. Similarly, when a user no longer has subordinates, they will lose access to Analytics as they no longer meet the definition of a manager.

When new users are added to the platform and they take on subordinates, they will automatically receive access.

Note: When configuring Default Manager Access, please allow up to 5 minutes for the system to update before assuming as a manager to confirm you are satisfied with what users can view within Analytics.

How to view and disable Default Manager Access

1. Navigate to Analytics > Permissions.
2. Click View All.
3. Find the manager whose Default Manager Access you want to disable.
4. Click the three-dot button beside their name.
5. Select Disable Manager Access.

How to update or remove Manager Access

To update Manager Access:

1. Navigate to Analytics > Permissions.
2. Under Default Manager Access, select Update Manager Access.
3. Choose the Manager Set you want to update.
4. Tick or untick the Analytics pages you want to add or remove.
5. Click Continue, then click Confirm to save the changes.

To remove Manager Access:

1. Navigate to Analytics > Permissions.
2. Under Default Manager Access, click Remove Manager Access.
3. Confirm the removal by selecting Remove.

Note: As Analytics permissions are hierarchical, if Manager Access is assigned to a user who already has System Administrator or user-based permissions, the manager access assigned will be ignored and the user will continue to see all previously assigned Analytics permissions.