This is a major update to support the growing demands of our larger customers, significantly improving user management - meaning multiple people can now manage your account and schedule surveys, and meaning report sharing is even easier to manage and control.
We've also listened to customer feedback in terms of managing ongoing surveys, improving the functions for re-sending and sharing survey links, and providing greater ease of use on tracking survey progress.
Account user management
You can now create additional account users for managing your subscription, maintaining your people data, and scheduling surveys. Three types of users can now be set-up via People > Users.
Org admins - your default WeThrive user is an Organisation admin, meaning they have full access to all areas of the account - subscriptions, people, users, survey management, reporting. You can add additional org admins if the original main user wants to give full access to all the admin functions to someone else.
Account users - very similar to Org admins, with the exception they do not have access to subscription details or user management. This user type is ideal for managing people, scheduling surveys, and accessing all reporting data.
Reporting users - these users only have access to survey outputs, i.e. reports, coaching outputs and optionally comments from the survey. As before, these outputs have to be set up and shared with reporting users. An Org admin or Account user can do this once the Reporting users are set up by an Org admin.
A key reason for these significant updates is in preparation for the launch of our two new products WeLearn and WeDo, which can be used by all user types. This is scheduled for full launch April 2018, read more about WeLearn and WeDo here.
Also, by centralising user management to this one area, you now have full and transparent control over who can continue to access your account and the data they can view.
Survey set-up and management
As more customers are now running frequent and team based surveys, we recognised the need to make it easier to pick and choose which of your people you want included in each survey.
During the survey set-up process, you can now easily filter your people selection by team/location/department/unit and then simply 'select-all' or pick and choose from that segment who to include.
We've also moved all aspects of each survey into one tabbed area for each survey (removing the previous 'Reports' and 'Analysis' menus from the main app navigation). Now, you simply access your survey from the 'Surveys' main navigation and can then easily get to all areas of the survey settings, status, reports and analysis.
The survey 'Status' tab allows you to check on progress, edit email addresses if incorrect, re-send survey to recipient or copy their survey link for sharing manually.
A new status export function exports all details to Excel (including team/location/department/unit) allowing you to track total completion progress in any way needed.
Improved report sharing
The first improvement here is that all reporting users can now be uploaded in bulk ahead of sharing survey data. You can also choose whether each user can view the comments left by respondents during the survey process.
Once Reporting users are uploaded, within the survey reports you can then simply configure the report view you want to share, hit the 'share this report' button and then type the name(s) of the person to share this report with.
We have also improved the way data is shared. Previously filtered report shares were a single, frozen view with all the filters locked. Now, if you apply one filter and share the view, this filter only is locked, with the others remaining open for use. For example, you can now make a single report share for the Birmingham location to the person in charge of that location, and they will be able to select the team, department and unit filters as they like, seeing just the Birmingham staff inside those views.