How to edit Report Viewer permissions

You can change what a report viewer is allowed to see, either one person at a time or several together.

Open your survey's permissions

1. Select Surveys from the left menu.
2. Find your survey, select the three dots, then select Permissions.
3. Select Manage automated permissions or Manage manual permissions, depending on how the survey was set up.

Automated permissions are based on your reporting lines. Manual permissions are people you chose by hand.

Edit one person

1. Find the person in the list.
2. Select their Name to open their permissions.
3. Make your changes. In the Demographics section, an audience line shows exactly who they will see as you adjust their access.
4. To check first, select Save & Preview as [name].
5. Select Save changes.

Edit a group

1. Tick everyone who needs the same change.
2. Select Bulk actions.
3. Choose Grant more access or Remove some access, then set the change across the Demographics, Filters and Reports tabs.
4. Select the apply button to finish.

See "Bulk actions for report viewers" for the full walkthrough.