Reporting Admin Permissions

In the realm of survey analysis and reporting, the Reporting Admin role serves as a critical link between data and decision-making. Here's an in-depth look at the Reporting Admin role and its associated permissions:

Reporting Admin Responsibilities

  • View Survey Results: view survey results, accessing insights into organisational trends and areas for improvement.
  • Access, Edit, and Export Reports: authority to access, edit, and export reports, enabling them to generate valuable insights for decision-making.
  • Edit and Manage Recommendations: review, modify, and manage recommendations derived from survey data, ensuring actionable insights are effectively implemented.
  • Participate in Surveys: can actively participate in surveys, contributing to data collection.

Add a Reporting Admin

  1. Sign in to app.incheq.co 
  2. Click Account button
  3. Navigate to the User & Permissions tab
  4. Click Add User button
  5. Enter the user's details including name, phone number, and email address
  6. Select Reporting Admin from the Role drop down menu
  7. Click Save and Exit

Change Permissions & Access

  1. Click Account button
  2. Navigate to the User & Permissions tab
  3. Locate the user using the search bar function
  4. Click the ellipses ••• next to the user you are updating
  5. Click Edit User
  6. Select a different permission level from the Role drop down menu
  7. Click Save and Exit

Remove a Reporting Admin

  1. Click Account button
  2. Navigate to the User & Permissions tab
  3. Locate the user using the search bar function
  4. Click the ellipses ••• next to the user 
  5. Click Remove User
  6. Confirm the action by clicking Remove

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