Sharing results internally ensures your team stays informed and aligned. MoreThanDigital Insights offers multiple secure ways to share results with team members, allowing you to manage access based on roles and responsibilities effectively.
1. Roles for Internal Sharing
Owner Role
Access Level:
Owners have full administrative rights and can see all results across departments and modules. They are responsible for managing the entire company profile and ensuring appropriate access for other team members.
Manager Role
Access Level:
Managers can only view results for the departments or modules they are assigned to.Managers can:
Manage their department's employees.
Invite additional users.
Control inputs and ensure participation in surveys.
Best Practice: Assign each department's manager to their respective department for optimal efficiency.
2. Ways to Share Results Internally
1. Assign Managers to Departments
Navigate to User Management or Company Team Management.
Assign managers to their relevant departments or modules.
This grants them direct access to results for their assigned areas.
Benefits:
Managers can independently manage their team and view department-specific insights.
2. Generate Reports for Departments
Go to the Results tab in the menu.
Use the Generate Report feature:
Customize the report to include only relevant departments or modules.
This ensures managers and team members only see information that pertains to their scope of work.
Save the environment by generating specific reports and avoiding unnecessary printing.
3. Share PDF Reports
Generate a report and share the PDF version with the intended recipients.
Important: Limit shared sections to avoid information leakage. If not all sections are relevant:
Generate a department-specific report.
Share only the pages needed for specific individuals or teams.
3. Best Practices for Sharing Results with Employees
Limit Information to Relevant Parts:
Share only the sections or reports necessary for each employee’s role.Avoid sharing full reports unless required.
Avoid Printing Reports:
Whenever possible, share reports digitally.
If printing is necessary, delete unnecessary pages to minimize waste.
Help save the environment and follow the #BeTheChange initiative.
Encourage Responsible Access:
Inform employees about the significance of the shared data and its proper use. Encourage participation in surveys and assessments to ensure complete results.
4. Key Takeaways
Assign Managers: Make sure department managers are assigned appropriately for streamlined access and responsibilities.
Be Selective: Share only relevant data to reduce information leakage and ensure focused insights.
Stay Environmentally Friendly: Use digital sharing methods whenever possible and minimize printing.
By following these steps, you can ensure secure and efficient sharing of insights, empowering your team to make data-driven decisions while maintaining confidentiality and sustainability.