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Team report access settings

Manage team report access for managers and team members.

Overview

Team members can choose whether their assessment results appear in Team reports. This gives individuals more control over their personal data while helping organizations stay aligned with internal data privacy policies.

When a user opts out, their individual results are removed from the team report, and managers can no longer access their individual coaching report (but their scores will still be included in the team overview).

Platform administrators can also control whether team managers and team members can access team reports.


How team members can opt out

Team members can manage their privacy settings directly from their user profile.

To do that, they should:

  1. Go to the Account tab.

  2. Click View profile.

3. Go to Privacy settings.

4. Toggle the privacy setting “Restrict my Teams data” to ON to remove their results from the team report.

Restrict data.png

Once enabled:

  • Their assessment scores will no longer be visible in the Team report (but they will still be included in the team overview)

  • Their team manager will not be able to access their coaching report


Restrict manager access to individual results (admins)

Account administrators can also control whether team managers can view individual results.

To change this setting:

  1. Go to Teams.

  2. Hover over the team you want to update.

  3. Click the settings icon next to the team you want to update.

4. You can choose whether reports are visible to:

  • Team manager only (Team Manager — Full Access)

  • Both the manager and team members (Team Manager — Full Access + Team members)

  • No one (in that case, it will only be visible to admins)

You can also hide individual user results from the team manager (Team Manager — Limited Access). When enabled, managers won’t be able to see individual member results.


Important: Team members can only see the team report if the manager also has access.


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