There are multiple factors that determine who can see whose conversations and how much of it. This guide aims at helping admins making the right decisions to make sure the content of its users' conversations are secure and only visible to the right people.

Whether a user can see someone's conversation depends on the role of that user and two particular settings: 

  • Admins can read summaries (*): admins can (only) read the written summary of a conversations (specific for this conversation template).
  • All teamleaders of the user can see the complete conversation, including questions: this will allow team leaders, other than the team leader who conducted the conversation to view the finished conversations of their team members in their entirety. This does not apply to conversations conducted between coaches and coachees.

Below I will detail all possible scenarios and what part of the conversation will be visible to other users. 

Note: The conversation history is always visible to the people involved in the conversation.

Scenario 1: With both settings OFF, conversation between a team leader and its team member

Conversation participants:                                      The full conversation

Hierarchical team lead(**):                                       The full conversation

Admin:                                                                       Nothing

Other team leader of team member:                      Nothing

Coach of one of the participants:                            Nothing

Unrelated team leader                                             Nothing

Unrelated user:                                                         Nothing

Scenario 2: With both settings OFF, conversation between a coach and its coachee

Conversation participants:                                      The full conversation

Hierarchical team lead(**):                                       Nothing

Admin:                                                                       Nothing

Other team leader of team member:                      Nothing

(Other) Coach of one of the participants:               Nothing

Unrelated team leader                                             Nothing

Unrelated user:                                                         Nothing

Scenario 3: With setting 'All teamleaders can see conversation' ON and conversation between a team lead and its team member

Conversation participants:                                      The full conversation

Hierarchical team lead(**):                                       The full conversation

Admin:                                                                       Nothing

Other team leader of team member:                      The full conversation

(Other) Coach of one of the participants:               Nothing

Unrelated team leader                                             Nothing

Unrelated user:                                                         Nothing

Scenario 4: With setting 'All teamleaders can see conversation' ON and conversation between a coach and its coachee

Conversation participants:                                      The full conversation

Hierarchical team lead(**):                                       Nothing

Admin:                                                                       Nothing

Other team leader of team member:                      Nothing

(Other) Coach of one of the participants:               Nothing

Unrelated team leader                                             Nothing

Unrelated user:                                                         Nothing

Scenario 5: With setting 'Conversation summary visible to admins' ON and conversation between a team lead and its team member

Conversation participants:                                      The full conversation

Hierarchical team lead(**):                                       The full conversation

Admin:                                                                       Summary

Other team leader of team member:                      Nothing

(Other) Coach of one of the participants:               Nothing

Unrelated team leader                                             Nothing

Unrelated user:                                                         Nothing

Scenario 6: With setting 'Conversation summary visible to admins' ON and conversation between a coach and its coachee

Conversation participants:                                      The full conversation

Hierarchical team lead(**):                                       Nothing

Admin:                                                                       Summary

Other team leader of team member:                      Nothing

(Other) Coach of one of the participants:               Nothing

Unrelated team leader                                             Nothing

Unrelated user:                                                         Nothing

Scenario 7: With both settings ON and conversation between a team lead and its team member

Conversation participants:                                      The full conversation

Hierarchical team lead(**):                                       The full conversation

Admin:                                                                       Summary

Other team leader of team member:                      The full conversation

(Other) Coach of one of the participants:               Nothing

Unrelated team leader                                             Nothing

Unrelated user:                                                         Nothing

Scenario 8: With both settings ON and conversation between a coach and its coachee

Conversation participants:                                      The full conversation

Hierarchical team lead(**):                                       Nothing

Admin:                                                                       Summary

Other team leader of team member:                      Nothing

(Other) Coach of one of the participants:               Nothing

Unrelated team leader                                             Nothing

Unrelated user:                                                         Nothing

(*) An admin can also be a team lead and/or a coach. In that case, he has the permissions of both roles.

(**) This depends on the Team hierarchy depth setting, which you can find in Studio > Teams. A Team Hierarchy Depth of 0 means that the data is only visible to the team lead within the team. 1 means it's also visible to the team lead of its parent team, 2 the team lead of the team lead of the team, etc...

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