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Invite users to access reports


What can I learn from this page? Guidance on the 3 ways to notify report viewers that they have been granted access to a report
Who is this guide for? Account Admins, Survey Admins, Survey Creators

 

Quick Links:

There are three ways to notify individuals that they have access to a report:

  1. Share report notification link
  2. Invite users to login to the platform
  3. Send a Customized Email Notification

Share report notification link

Once a survey has closed and there are results to share, it is possible to trigger an email to a Culture Amp user inviting them to access their report. This would be the most efficient way to share access to reports for multiple viewers.

After reports are created and users have been added as viewers:

  1. For each report, click Publish and notify to send an email to everyone who is a viewer of a report.
  2. Or you can select Notify New Viewers to send an email to only those viewers who have been added since you last sent a notification
  3. Or you can select Resend to all users to send an email to all assigned viewers (new or old)

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The email sent to viewers will include a link to the report. If the individual has never logged into the platform and your company doesn't currently use Single Sign-On, the viewer will be prompted to create a password to access the platform. The link only lasts for five days.

NOTE: The content is the default text and cannot be modified. The email will include your survey name.

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For users who have never logged into the platform before and Single Sign-On is disabled, they will be prompted to create a password.

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Invite users to login to the platform

When making users an Account Administrator, the invite step is not required. They are automatically emailed details of how to set up a password when they are first added as an Account Admin. 

If you've run a survey before and people have already set a password and signed in, they don't need to be invited again. They'll just see the report that has been shared with them from their surveys > reports page in the platform.

If you have Single Sign-On (SSO) configured, users don't need to set a password at all! They'll still want an email or communication letting them know that the reports are ready.

To invite a user

  1. Click on the Settings button
  2. Locate the user in the list, or use the Search box to type part of the person's name or email address
  3. Hover over the user's paper plane icon Users.png to display the Invite link
  4. Click Invite button to confirm

The person will receive an email like the one below:

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NOTE: The content is the default text and cannot be modified. The link only lasts for five days.

Send a Customized Email Notification

If you need to invite several people to sign in, we recommend creating your own email and providing more details about your reports, what to do next, and where to get help. This is an email template that you could consider using:

Example communication

Hi everyone,
The results from our recent survey are now available for you to review. Overall there are some interesting themes: List any themes here that you'd like to call out.
This should be anything that you particularly want your managers to take note of in their own reports. You have been given access to view results for your area.
To get started you'll need to configure your password. Please provide your email address on the following page to setup your access: Set my password
Once you've set up your password for the first time, you can sign in to Culture Amp using the Sign In link on Culture Amp's website: www.cultureamp.com.
If you have any questions, please contact us.

 

#Engagement #Experience #Effectiveness #ReportAccess #Notifications

 



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