Reward Manager Roles - Employee Surveys Limited Manager

Scenario:

An HR stakeholder, department lead, or line manager needs access to configure, edit, or view results for specific, individual surveys without being granted global administrative visibility or editing privileges across all company surveys. For example, a department head managing a localised survey for their team.

Role Name:

Employee Surveys Limited Manager

Internal or External Role?:

External

Description / Role Privileges:

This role is assigned via the Employee Surveys user interface, where an Employee Surveys Administrator or Employee Surveys Editor gives access to a member to Edit, View Results, or Both on a particular survey. 

> On the survey, click the three dots next to the survey they want to share, then select Edit Permissions:

> In the next window, add the people to share with, and the level of access rights:

• Edit: Allows editing of that survey's settings, questions, schedules, and configurations for shared surveys (without report viewing privileges unless explicitly granted).

• See Results: Allows viewing of full results/response rates (without editing privileges).

• Edit and See Results: Allows both Edit and See Results access.

Relevant SmartDashboard, Product or System:

Employee Surveys (RM)

Menu Options:

SmartProducts (in Reward Manager)

Submenu Options:

Employee Surveys (or Surveys)

Role Sees (what they can see):

• Survey Listing Page (SmartProducts > Employee Surveys): Displays only the specific surveys explicitly shared with the user (all unshared surveys remain hidden).

• If granted View Results access: Full access to results/responses from that Survey.

• If granted Edit access: Survey setup screens, question configuration, and schedule settings. 

Role Edits (detailed list of tasks):

(Applies only to surveys where the user has been granted "Edit" permissions)

• Edit survey title, description, disclaimer, and question text/options for shared surveys

• Configure or update survey launch dates, end dates, and reminder schedules

• Adjust distribution settings or target recipient configurations for shared surveys

• Save and republish shared survey campaigns

Cannot:

• Create new surveys (unless granted global Employee Surveys Editor or Administrator roles)

• View or edit any surveys that have not been explicitly shared with them

• Access global platform settings or delete survey records