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Participant Information Window (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects, although Lifecycle and Ad Hoc Employee Research do not have hierarchies. For more details on each, see Types of Employee Experience Projects.

About the Participant Information Window

The participant information window contains information regarding the participant’s metadata, what hierarchies they belong to, the roles they belong to, and their user permissions. Here you can perform various tasks and edit information for the selected participant only. To access this window, click on a participant’s name or email while viewing the participant list in the Participants section.

A participant selected on the Participants tab

Qtip: Appearance of this tab may differ in Ad Hoc Employee research projects and for all projects in brands without unique identifiers enabled. See Participant Tab Differences for more details.

Editing Participant Information & Metadata

Basic Information

Basic information is on the left of the page under "Edit Participant"

This section contains information about the first name, last name, email, unique identifier, and login name for the participant. To edit a field, type in the new value. This change will reflect both in the Admin page and Employee Directory.

Metadata

This section contains information about the various pieces of metadata that have been assigned to the participant.

Metadata tab in the participant information window

  1. To add a new metadata field for a participant, fill out the field name and value, then select Update.
  2. To edit or assign a value to a metadata field, click directly on the field value and type in a new one.
  3. To remove a metadata field for a participant, click the trash icon to its right.

Actions

Actions dropdown on the bottom-left of the window

  1. Is Respondent: When checked, allows the participant to receive participant invites and reminders. Additionally, the participant will be included in calculations of percentages of completion for the Participation Summary and Response Rates widgets.
  2. Get Survey Link: Allows you to access a retake link for the participant’s response. Simply copy the link and personally send it to the participant. The new response will replace the previous response.
  3. Send invite: Allows you to send an invite to the selected participant only. This message will use the template set in the Email Messages section of the Messages tab.
  4. Send reminder: Allows you to send a reminder to the selected participant only. This message will use the template set in the Email Messages section of the Messages tab.
    Qtip: Need to send a more customized message to one participant? When you send the invite or reminder from the Email Messages section, you can edit your message and then set a condition so that it only goes to a specified participant.
  5. Send password reset email: Sends a password reset email to the selected participant. The email will be sent to the email listed for the participant to the left.
  6. View email history: Will display the mail history for the selected participant only.

Org Hierarchies

This section of the participant information window has information about an Employee Engagement participant’s position in the hierarchy/hierarchies that they are a part of. Note that this tab is purely informational. If you would like to change any information here, it would have to be done by following the instructions in the Adding Participants support page.

The Org hierarchies tab of the window

Roles

The Roles tab of the window

  1. Search a role to add the participant to it. (You can also add participants to roles while creating a role.)
  2. Click the trashcan to remove the participant from the role.
  3. See a list of all the roles the participant belongs to.

Permissions

This section is used to control access to dashboards and data within those dashboards. Here you can enable and disable permissions on the participant level. However, it is best practice to manage permissions in the Roles section so you can edit multiple users’ permissions at a time and keep your participants’ permissions standardized.

Next to each permission it will specify how the permission is being set for the individual. “User defined” means the permissions was applied to the participant, and the role name means the participant was assigned the permissions by a role they belong to. Any manually adjusted user defined permission will always override a role permission. However, if you ever want to get rid of a user defined permission so it will default to the role permission instead, select the X next to where it says User Defined.

Under Permissions tab, the X next to User Defined is indicated so you can remove it if desired

General Permissions

Validate Org Hierarchies permission and all associated settings are highlighted in the Permissions tab

  1. Validate org hierarchies: Allows the participant to login to the platform and view/edit the org hierarchies section in an Engagement project. However, they will not be able to add or remove people until they are given login information. There is a specific invite message called Validate Org Hierarchy that will include a link and the participant’s login information. Note that the participant’s login credentials will be the same as for their dashboard, but the included URL for Validate Org Hierarchy will be different.
    Attention: Participants with “Validate org hierarchies” enabled will be able to export a file containing every participant in the hierarchy. Make sure you are okay with the participant having access to this information before enabling this permission for them.
  2. Restrict validation of org hierarchies: Appears only after “Validate org hierarchies” is enabled. If you want to restrict what the participant can validate in the hierarchies, here are the options you have:
    • Org Hierarchy: Allows you to restrict validation to the participant’s Parent Unit (including the participant’s manager and that manager’s direct reports), All Results Below Them (includes data rolling up to the unit for which they are a manager), Direct Report Results Only (includes only the participant’s direct reports), or People at Same Level Only (includes responses from the same level of indentation in the hierarchy as the participant, in addition to all the responses below that unit).
    • Org Hierarchy Units: Allows you to restrict validation to responses In or In Or Below a specific unit.
    Qtip: You can add and remove additional restriction conditions by selecting the plus (+) and minus () signs next to each condition. You will only be able to add up to 10 conditions at this point in time.
    Qtip: Participants with the Validate org hierarchies permission will not be able to open the participant information window. Therefore, they can not see or edit participant metadata.
    Attention: If the participant is an Employee Insights Admin, Employee Experience Admin, or Brand Admin user, then you will need to collaborate the project with them so they can validate the org hierarchy. The validate org hierarchy link will not direct Admin users to validate the hierarchy unless the project has been collaborated with them.
  3. Edit All Action Plans: Gives the participant administration/editing rights to action plans in an Engagement dashboard. Which action plans a participant can edit are affected by the View All Data/Restrict Data permissions described in the next section.
  4. Use Action Plans: Allows the participant to use action plans in the dashboard. This permission allows the participant to edit any action plans they’ve created or are the owner for. The participant will also be able to view, but not edit, any action plans accessible to them by their org hierarchy data restrictions.

Dashboard Permissions

After you give a participant access to a dashboard by selecting Add Dashboards, you will be able to set the permissions that the participant will have for that specific dashboard.

Qtip: By default, the user who creates a dashboard is given access to that dashboard on a user level.

Dashboard-specific permissions

  1. Activate dashboard: Allows the participant to access the dashboard. If you have multiple dashboards added for an individual, this option can be turned on or off for each dashboard.
  2. Restrict data: Specifies what responses the Employee Engagement dashboard user has access to within the dashboard, including actions plans (if Edit All Action Plans or Use All Action Plans was enabled under the general permissions described in the section above). If you do not restrict data, the participant/role will have access to all data in the dashboard, regardless of their place in the org hierarchy. If you choose to restrict data, you have several options.
    • Field: Allows you to restrict data access by metadata that either has the same value as the participant or matches a specified value. You can only restrict data by metadata fields that are mapped as a multi-answer text set in your dashboard data.
      Qtip: If your dashboard has an org hierarchy filter and a participant has data access restricted only by non-org hierarchy metadata, the participant will not see the org hierarchy filter when they view the dashboard.
    • Org Hierarchy: Allows you to restrict data access to the participant’s Parent Unit (includes the participant’s manager and that manager’s direct reports), All Results Below Them (includes data rolling up to the unit for which they are a manager), Direct Report Results Only (includes only the participant’s direct reports), or People at Same Level Only (includes responses from the same level of indentation in the hierarchy as the participant).
    • Org Hierarchy Units: Allows you to restrict data access to responses In or In Or Below a specific unit. If a participant is given multiple restrictions based on org hierarchy units, then the participant’s dashboard will default to the unit closest to the “root” of the hierarchy. For example, in a parent-child hierarchy, the CEO is the “root” of the hierarchy; in a level-based hierarchy, the “root” is the top-most level.
    • Org Hierarchy Metadata: Allows you to restrict data access by metadata that was included as Org Hierarchy Metadata when generating a level-based hierarchy. This often correlates to the participant’s department within various levels of the organization.
    Qtip: You can add and remove additional restriction conditions by selecting the dots next to each condition. You can only add up to 10 conditions at this point in time.
    Dots expanded to show "insert condition below" and "delete" options
    Attention: You cannot add data restrictions to dashboard viewers in Ad Hoc Employee Research projects.
  3. Can view comment fields: Allows the participant to view comments and word clouds in the dashboard.
    Attention: Brand Administrators and EX Administrators will be able to view comment fields regardless of their dashboard permission.
  4. Can view sensitive fields: Allows the participant to access sensitive field filters in the dashboard. Sensitive fields are specified in the dashboard data.
    Attention: Brand Administrators and EX Administrators will be able to view sensitive fields regardless of their dashboard permission. Please note that these users will not be able to filter by sensitive fields if not given this permission, but will still be able to see sensitive field information in the widgets.
  5. Restrict page permissions: Restricts the participant from seeing all pages of the dashboard. When you enable this option, you can pick and choose specific pages of the dashboard the participant should be allowed to view. When disabled, the participant can access all pages of the dashboard.
  6. Restrict action plan reporting data: This refers not to editing action plans, but to reports created on action planning pages.
    • View All Data: Allows the participant to see all action planning data.
    • Restrict Data: Allows you to restrict data by the participant’s place in the org hierarchy or by specific org hierarchy units. See Action Planning Permissions for more details.
  7. Edit Dashboard: Allows the participant to edit widgets, filters, and the Settings tab of the dashboard. This is typically used for your project team members only.
    Qtip: If you share a project with another user, this will not automatically give the user dashboard editing access. To give another user this access, add them as a participant in the project and enable the Edit Dashboard permission in the participant information window. You will also want to mark them as a non-respondent if they should not be appearing in the dataset. See the Actions section above for more details on changing a participant’s respondent status.

To take away a participant’s access to a dashboard, select the trashcan icon. You can add multiple dashboards by using the Add a dashboard dropdown.

add a dashboard dropdown upper-right; trashcan icon far-right of every dashboard that's been added

FAQs