What can I learn from this page? | Information about the different roles and permissions available in the Engagement side of the platform |
Who is this guide for? | Account Admins |
In Culture Amp, there are different roles Users can have on the Engagement side of the platform, each with their own level of access to things like employee info and admin tasks.
Let's break them down.
Account Administrator
An Account Administrator in Culture Amp you have the highest level of access in the system. Here's what you can do:
Create Surveys: You're the survey wizards, able to whip up surveys from templates or craft your own with custom questions.
Maintain User Details: You're in charge of keeping everyone's personal details and demographic info up to date.
Manage Bounced Emails: If an email from Culture Amp bounces, you handle it.
Invite Users: You can send sign-in links to new users.
Add More Administrators: Sharing the power is possible.
Change Account Settings: From logos to key contact details, you've got the keys to make these changes.
Ready to add someone as an Account Administrator? Check out the guidance here.
Survey Data Analyst
If a user is a Survey Data Analyst in Culture Amp, they're the go-to person for crunching numbers. Here's what they can do:
Extract Raw Data: They can pull out a full breakdown of the response data from surveys. Pretty handy for diving deep into the numbers.
Keep track with the Audit Log: They'll also be able to keep track on who in your organization has examined the raw data.
Just a heads up: Because raw data is sensitive, you'll need to activate this feature before launching the survey if you want to download it.
Curious on how to assign the Survey Data Analyst role? Check out the step-by-step process right here.
Survey Creator
A Survey Creator is able to create surveys from scratch. But they're not just creators – they're also administrators, meaning they have all the same powers as a full Survey Admin, but only for the surveys that they create.
But here's where it gets interesting: Survey Creators can be tailored to specific groups. For example, if you only want them to manage surveys for a particular location like New York, you can limit their permissions accordingly. This ensures they'll solely manage surveys and data related to employees from New York.
And don't forget, Survey Creators only have access to the surveys they've created themselves.
Curious about adding a Survey Creator? We've got you covered with a step-by-step guide right here.
Survey Administrator
Survey Administrators are responsible for managing surveys they're assigned as an Admin to. Here's what they can do:
Add/Edit participants allowed for a survey
Edit and schedule emails
Resend survey invitation emails
Reset survey responses
View all reports, including Action Dashboard report for a survey
Edit comment classifications for a survey
Set up inspirations for a survey
Start an exit/onboard process (only applies if exit or onboard surveys have been configured).
Create other Survey Administrators
There are two types of Survey Administrator roles:
Overall: These folks have full access to all survey functions, including administrative tasks and reports.
Support Only: They focus on support functions only like reissuing invitations or resetting responses. It's ideal if you need assistance in managing employees invited to the survey but prefer to restrict access to the survey results
You can learn how to add a Survey Administrator by checking out the instructions here.
And for our Performance customers, we offer specialized Performance Administration Roles that can be assigned as well.