Sharing and access filters

Sharing a project gives people access to all of its feedback. That’s not always what you want: a regional manager may only need their region, and an account owner only their accounts. Access filters handle this. Each one is a saved set of filters, and anyone you put in it only ever sees the feedback that matches.

Share a project the same way as any other Portal content: hover over it on the Action Connect home and click Share. See Share content.

Action Connect adds a Filter column to the share dialog. For each person you share with by email, choose an access filter, or leave it as None to let them see everything. Click OK to save.

The Filter column only applies to people shared by email, not to domain or group shares.

For what each role can do, see Who can do what.

Creating an access filter

You create an access filter from the filters on the project page, so you can see exactly what it’ll show before you save it.

Open the project - Go to any tab.
Set the filters - Choose the Topic, Subtopic, Owner ID, Initiative and Other filters … values that describe the feedback these people should see.
Create it - Click Create Access Filter in the filter bar. It appears once at least one of these filters is set.
Name it - Type a name in the Name Access Filter dialog, such as “North region”, and click SAVE.
Add people - Click ADD PEOPLE in the message that appears, or add them later from Access Filters.

Search and Period aren’t saved in access filters. They’re for exploring, not for defining who sees what.

Managing access filters

Click Access Filters in the project header to see all your access filters and the people in each one.

Hover over the info icon next to a filter’s name to see its conditions.

Add a person

Start - Click the Add person icon on the filter.
Find them - Start typing an email address and choose the person from the list, or type the full address and press Enter.

If they don’t already have access to the project, they’re shared on it automatically with a Can View role.

Each person can be in only one access filter per project. If they’re already in another, you’ll be asked whether to move them. Click Move to confirm.

You can’t add the project owner. Owners always see all the data.

Move a person

Drag a person from one filter to another. They move straight away, with no confirmation.

Remove a person

Click the x next to their name.

Delete an access filter

Click the Delete access filter icon, then Yes. Everyone who was in it can then see all of the feedback.

What people in an access filter see

People in an access filter see only the feedback that matches it, on every tab, in exports and in the Action Details dialog. They aren’t told that a filter applies, and they can’t see its conditions.

Frequently asked questions

Can I combine conditions in one access filter?

Yes. The filter saves every filter you had set when you created it, so a filter for one owner and one topic shows only that owner’s feedback about that topic.

Can someone be in two access filters?

No. Each person can be in one access filter per project. To give someone a wider view, create a filter that covers everything they need.

Why don’t I see Create Access Filter or Access Filters?

Only the project owner can use them. Create Access Filter also only appears once you’ve set a filter other than search or period.

Does an access filter affect the Opportunity Score?

People in an access filter only receive their own subset of the feedback, so every tab, including the Opportunity Score, is worked out from that subset.