Reporting Users

You can setup Reporting User accounts to allow non-users of the system to access the reporting statistics from your campaigns or surveys. Reporting Users do not have access to edit or send campaigns or surveys.

To provide further access to users of the system, you can share your campaigns or surveys so that they appear in a separate tab within those users' reports.

To create a Reporting User:

1. Click Settings in the upper right of your account.
2. Click the Reporting Users tab.
3. Click the Add Reporting User button.
4. Enter the individual's details in the fields provided, and click the Add or Add and Close button.

By default, all reporting users have access to all campaigns and no surveys.

To limit the campaigns the reporting user can view, you must share at least one campaign with them. Then they will only view the specific campaigns/folders you share.

To test access to what they can see, click the reporting username, and then click the Login As button. (Click "Logout" in the upper right to return to your account.)