Data restriction in Lifecycle surveys

MCAMCA genevaCommunity Member Qubie ✭

Data restriction in Lifecycle surveys

Hello all,

Is it possible to create users in Lifecycle projects (exit survey) who have access to the responses collected in Data&Analysis based on their location or role?
I know that in Lifecycle project we don't have hierarchies, but is there any way to restrict the visibility of the data collected in the survey (not in the dashboard) for some users?
Or do you suggest to use an Engagement project model to create an exit survey there? Although this last one has no Message and Participants import automation features.

Thank you in advance!

Best Answer

  • MaiaHMaiaH Provo, UT Moderator
    Accepted Answer

    Hi @MCA, this currently isn't possible within the platform's Data & Analysis tab; however, we would be able to restrict data views within the dashboard portion of an EE project!

    Regarding creating an engagement project, exit surveys are generally recommended to be conducted from within Lifecycle projects. In these projects as well, however, we are still only able to restrict data views from within dashboard views and not the Data & Analysis portion of projects.

    If you have any additional questions regarding this kind of setup, please do not hesitate to reach out to our Support Team.

    And if you haven't already, please consider posting this functionality in Community's Product Ideas section! :)

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