MoreThanDigital Insights provides a dedicated Consultant Role to securely share your results with external experts while maintaining control over access and data privacy. This guide explains how to invite consultants, manage their permissions, and safely share your results.
1. The Consultant Role
Purpose:
The Consultant Role is designed to allow consultants to view results and reports without the ability to edit numbers, add new insights, or make changes to your data. This ensures secure access and prevents any potential misconduct.Permissions:
Consultants can view results and generate reports.
Consultants cannot modify data, invite users, or access areas outside their assigned scope.
Scope of Access:
Consultants can be invited to specific:Departments
Modules
The entire company
2. Inviting Consultants
Go to User Management or Company Team Management.
Select the Consultant Role and assign it to the consultant’s email address.
Define the scope of access (e.g., department, module, or company-wide).
Click Invite to grant access.
Important:
Access can be revoked anytime via User Management.
Once access is removed, consultants can no longer view the data or generate new reports.
3. Consultants and Report Access
Consultants can generate and access reports during their active role period.
They can also view past reports they generated.
Limitations:
Past reports cannot be retroactively removed from the consultant’s view.
Reports serve as a snapshot of data at the time they were created.
4. Recommendations for Handling Reports
PDF Downloads:
Consultants can download PDF versions of the reports. Since these contain sensitive information:Ensure a Non-Disclosure Agreement (NDA) is in place.
Include contractual obligations for consultants to delete data after the engagement ends.
Custom Reports:
When generating reports, you can customize the content to share only relevant information with consultants.Use the Results tab to generate a report and include only specific departments or modules (e.g., "Sales & Customer Service").
Save or print only the relevant pages for offline sharing.
Tip: Sharing tailored reports minimizes the exposure of unrelated or sensitive data.
5. Environment-Friendly Practices
If printing reports:
Print only the necessary pages to save paper.
Use the report's print-optimized features (e.g., black-and-white printer-friendly formatting).
#BeTheChange: Be mindful of the environment and minimize waste whenever possible.
By following this guide, you can securely share results with consultants while maintaining data integrity and confidentiality.