Leader Access Roadmap - Surveys & Insights

Discuss Leader Access

Determine User Permissions

Leader Training & Access

Leader Usage 

During Implementation

Final weeks prior to launch

Week after survey close


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  • Discuss leader access
  • Review leader access options
  • User permissions template document
  • Meet to discuss training session
  • 45 min – 1hr training
  • Use organization-wide results & generic filters
  • Provision access based on template
  • Setup intercom support documentation
  • Access to platform & Intercom support
  • Response report email once survey closes


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