How do I restrict visibility of a scorecard and its results from users?
You can limit users from seeing a scorecard and the associated results by restricting scorecard visibility based on a user role.
Updating settings
Navigation prompt
Go to EVALUATE > Click Manage scorecards
When creating a scorecard you will see a section 'Hide results from', here you can select the role/s you want to limit from seeing that scorecard and it's results. Using the drop down you are able to add one or more roles as required.
Any roles selected will appear below the drop down filters - to remove any selected roles simply click on the 'x' to the right of the role name. Once your roles have been finalised you can save these by creating the scorecard.
All users with that role assigned will not be able to see the results from the scorecard.
Where a user has multiple roles, if one of the roles does not apply to the restrictions then that user will still be able to see the scorecard results.
For example:
User role/s: | Hide results from: | Result visibility |
Administrator | Administrator | No results visible |
Administrator | Administrator, Team Leader | No results visible |
Administrator, Manager | Administrator | Results visible |
From the scorecard overview screen you'll be able to see which scorecards have restrictions set up with this icon displayed
How does this apply?
Given a user's role has been added to the 'hide results from' section of a scorecard this means that;
The scorecard will not appear in any scorecard filters across the platform
Evaluations against that scorecard will not be seen
And results from these scorecards will be excluded from reports and dashboard widgets
Scorecard visibility FAQs
Can I edit the roles I've hidden my scorecards from after a scorecard is active?
Yes, when editing the scorecards you can add and remove roles from an active scorecard.
If you remove a role to no longer hide results from those users all related reporting data will be visible, historic and future evaluations.
If you add a role to have scorecard results hidden from, then all related reporting data will be hidden, including historic and future evaluations.
What happens if I create a new role, and that role hasn’t been excluded. Will they see all the historic results?
Yes, if you create a new role and have not excluded this role from viewing the results of a given scorecard then they can view the related reporting data this includes historic and future data.
If you want this data to be hidden you can add the new role to hide results from section to hide historic and future reporting data by editing the scorecard.
How will hiding scorecard results from a role impact dashboards for those users?
Data within the dashboards will exclude the results from scorecards a user has results hidden from. This means the dashboard info could vary between 2 users if their roles have different scorecard access.
For example;
A contract has 2 scorecards set up Complaints and Customer services. During a given reporting period there are 10 evaluations on the Complaints scorecard and 5 on the Customer services.
User A has no roles with visibility hidden - so on the dashboard showing total evaluations User A will see 15 evaluations
User B's role has visibility hidden from the Customer services scorecard. So the total evaluations section on the dashboard will show 10 evaluations. This user can see the total evaluations of the complaints scorecard but the number of evaluations on the customer services scorecard is hidden and so does not count toward the total evaluations they can see.