Overview
The Permissions Matrix allows you to control both:
Feature access (what users can do)
Filter visibility (what data users can see)
You can switch between these using the Mode toggle:
Features
Filters
Accessing the Permissions Matrix
Go to Survey Dashboards
Locate your dashboard
Click Permissions matrix
Switching Between Features and Filters
At the top of the page, use the Mode dropdown to toggle between:
Features – manage access to reports and functionality
Filters – control data visibility (e.g. Department, Directorate, Team)
Both modes work in the same way.
Editing Permissions
Step 1: Select Users
Tick one or more users in the table
Step 2: Click “Edit Selected”
Located in the top-right corner
Opens the Edit Selected Dashboard Users modal
Step 3: Make Changes
In the modal:
Choose the feature or filter to update
Set the new value
Click Save
Changes will apply to all selected users.
Features Mode
Use Features mode to control access to:
Prism
Action planning
Reports (e.g. Scorecard, Comments, Comparisons)
Homepage, NPS, Key drivers, etc.
You can quickly:
Apply bulk changes
Standardise access across users
Filters Mode
Use Filters mode to control:
Department
Directorate
Team
Other available filters
For each filter, you can:
Set visibility (shown/hidden)
Define allowed values
Choose the source (e.g. dashboard-level)
Important Notes
Bulk Editing Rules
You can edit multiple users at once
Changes apply to all selected users
Validation prevents mixing incompatible selections (e.g. grouped vs non-grouped users)
Updating Multiple Filters
Each filter must be updated separately
Example:
Update Contract Type → Save
Reopen → Update Cost Code → Save
Customising the View
Use the Column Chooser (top right) to:
Show or hide columns (e.g. Role, User, Group, filters)
Simplify the view for editing or sharing