How to configure survey and dashboard permissions

The Survey Permissions tab is where you define two important things: who can create and manage surveys, and who can view the results dashboard, and at what level. Getting these settings right ensures that the right people have access to the right data.

Survey permissions

Use the Survey Permissions tab to control who can work with your survey projects. Here is what each permission does:

Permission	What it does
Edit all survey projects	Full control — the user can create, edit, duplicate, and delete all survey projects across the entire entity.
View all survey projects	The user can see all survey projects and their settings but cannot make any changes.
Edit surveys	The user can create new surveys and edit individual survey projects.
View surveys	The user can view the settings and questionnaire of individual surveys but cannot edit them.

💡 Auto-enable rule: Enabling any Edit permission automatically enables its corresponding View permission — you do not need to turn both on manually. For example, enabling Edit surveys will automatically enable View surveys.

💡 Hidden tab: If all survey permissions are turned off for a user, the Survey Projects tab will be completely hidden from their view.

Configuring survey permissions for a role

Navigate to Entity Permissions and click the 'Survey Permissions' tab.
Find the role you want to configure and click 'Edit Permission'.
Select the appropriate survey permission checkboxes for that role.
Click 'Save Changes'. The update applies immediately.

Dashboard permissions

Dashboard permissions control what survey results a user can see. These settings are found inside the Survey Permissions tab — not as a separate tab.

From the Survey Permissions tab, click the link that says 'Edit other permissions'.
You will see the Dashboard Permissions section. Select the appropriate access level for the role.
Click 'Save Changes'.

The two dashboard permission options are:

Permission	What it does
View all respondents' data	The user can see survey results for the entire organisation — all units, all departments, across the Overview, Responses, and Hotspots tabs. This is the highest level of data access.
View own team's data	The user can only see results for their assigned unit. This is the standard permission for Unit Heads and team managers.

💡 ACT Module permissions: ACT Module access is also configured here. You can grant View or Edit access to all action plans (org-wide, for HR and admins) or View or Edit access to own action plans only (for managers). See the ACT Module articles for more details.

Something not working?

A user can see all org data but should only see their own team — Change their Dashboard Permission from 'View all respondents' data' to 'View own team's data' and save. The change takes effect immediately.
The Survey Projects tab is completely hidden for a user — They have no survey permissions enabled. Grant at least 'View surveys' access in the Survey Permissions tab.
A user has the correct permissions but still cannot see the dashboard — Check if the relevant survey has actually closed. Dashboard data is only available for closed surveys.
I cannot find the Dashboard Permissions section — It is inside the Survey Permissions tab, click the 'Edit other permissions' link within that tab to access it. It is not a standalone tab.

Still Need Help?

If you are having trouble configuring survey or dashboard permissions, Reach out to us at support@engagerocket.co and we'll be happy to assist!