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

Support -

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 a consultation then you may need to give them specific analyst access.

Analyst-only users have no consultation-creating rights and cannot see anything in the site, so they need to be assigned as analysts to any consultation 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 a consultation if they are the consultation owner. If they are not the owner, they would need to be assigned as analysts to any consultation 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 consultation in the same department as them. If the consultation 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 consultation:

To allow another admin to access your consultation as an analyst and/or moderator, go to the consultation dashboard and select Manage Analysts.

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 consultation by going to the 'Analyse Consultations' link in the pale blue 'Manage' bar toward the top of the screen. This heading will only appear for users who have been assigned as an analyst to at least one consultation.

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 consultation, 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 consultation.