Default Manager Access

The Analytics area of your platform is incredibly powerful, capable of providing the insights necessary to drive data-led decisions in your organisations. This tool can also provide invaluable information to managers to help shape performance and improve the experience for their direct reports. 

Access to Analytics can be configured on both 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 our article Configure Analytics Access. 

This article covers:

• What is Default Manager Access?
• How to Setup Default Manager Access
• How to View and Disable Default Manager Access
• How Update or Remove Manager Access

What is Default Manager Access?

This feature allows you to set and update analytics access in the one place for your largest cohort of Analytics users - your 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 users 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 a standard access for all managers
• In addition, 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. 

Another exciting feature of Manager Access is completed forms that were previously hidden behind the Feedback Tab on the Profile can now be accessed through the Analytics pages directly. Managers can now view check-ins for example through the analytics pages versus going back to emails. Presently, this is locked to Form Designs of people currently in the report line. Managers will be unable to view Past Reports.

How to Setup Default Manager Access

1. Navigate to Analytics in your system dashboard.

2. Click on Permissions to open.

3. Select Default Manager Access.

4. Click on Setup Manager Access.

5. Choose the relevant Manager Set.

6. Select the Analytics Pages to be provided as standard for all managers automatically.

7. Configure Default Manager Access by defining Data Access.

8. Review the settings and click Confirm to save the changes.

• Row Data - Access to the row data will allow managers to view the specific employee data the Analytics originate from. 
• Custom Fields - Access to custom fields will allow managers to customise the Analytics data and will allow them to filter by custom fields listed on employee profiles. 
• Completed Form Data - Access to view completed form data will allow 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. 

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, at the time they no longer have subordinates they will lose access to the Analytics as they will no longer meet the definition of a "Manager" so to speak.

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

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 Default 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.

Need Further Assistance?

If you need help configuring analytics access or creating custom goal templates, reach out to your Customer Success Manager or log a support request via our help centre.