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Analysts - how do I assign people as analysts for a specific activity?

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Please note: while the written guidance in this article should be up to date, the screenshots may not be. Please bear with us. We’re carrying out work to update all the screenshots in the Knowledge Base for Citizen Space 7 and (hopefully) to automate the process for future. Thank you for your patience!

There are a number of user permission levels in Citizen Space. For any user permission lower than Site Admin, if you want your user to have access to the response data and help analyse it then you may need to give them specific analyst access.

Analyst-only users have no activity-creating rights and cannot see anything in the site, so they need to be assigned as analysts to any activity you want them to help you analyse (and moderate if response publishing is enabled on your site).

Individual admins (the most common user-permission level) can only see and access the response data in an activity if they are the owner. If they are not the owner, they would need to be assigned as analysts to any activity you want them to help you analyse (and moderate if response publishing is enabled on your site).

Department Admins can see and access the response data for any activity in the same department as them. If the activity you want them to help you analyse lives in a different department then they would need to be assigned as analysts to it.

Here's our article on the different types of users in Citizen Space and what they can do.

How to give other users analyst access to your activity:

To allow another admin to access your activity as an analyst and/or moderator, go to the dashboard and select Manage Analysts on the right-hand side, under the heading 'Analyse and Tag Responses'.

The top of the consultation dashboard with the 'manage analysts' section circled in red.

You will see a list of all the users with registered profiles on your site and can choose who you wish to assign as an analyst by using the tick boxes and then selecting Save Changes. (If you've not yet added Users to Citizen Space, learn how to here.)

Analysts can also be removed by unticking the box and then saving.

The 'manage analysts' page showing the list of users with checkboxes beside them and the save button.

 

The next time they log in, anyone you've assigned as an analyst will be able to access your activity by going to the 'Analyse Activities' link in the dark grey admin navigation bar across the top of the screen. This link will only appear for users who have been assigned as an analyst to at least one activity.

The 'analyse consultations' link on the manage bar

What if I want to give analyst access to someone who isn't yet an admin user in our Citizen Space site?

If you wish to add users as analysts for your activity, but they don't yet have a user profile in your site, the first step of setting them up as a user must be done by someone with Site Admin user permissions. If that's you, great! This article talks you through how to add users and has a paragraph with the instructions for adding analyst-only users. If you don't have that level of access, get in touch with your Site Admin and share the linked article with them. Once your user has been added, you can follow the steps in this article to give them analyst access to your activity.