Data view
Configuring data access for action plans and templates
Restriction: This feature is inactive by default. Ask your Medallia expert to file a Feature activation request with Medallia Support.
To configure and segregate data access for different units and segments, follow these steps:
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Navigate to Reporting> Action Plans Settings> Data View in Medallia Admin Suite
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Search for and select a role from the dropdown list.
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Select the data view that limits the selected role.
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And click Save to complete the configuration.
Properties on the Data view screen
- Action plan data view
- Controls and defines the specific data view a role can access for Action Plans.
- Template data view
- Controls and defines the specific data view a role can access for Action Plans Templates.
