How to Use Demographic Restrictions in ParentPulse
ParentPulse is now even more powerful with our new Demographic Restrictions feature. This enhancement provides administrators with precise control over data access, ensuring the right people see the right information.
Here's everything you need to know about using this feature effectively:
What Are Demographic Restrictions?
Demographic Restrictions allow you to fine-tune data access for each administrator based on set or custom demographic questions. Whether you want to restrict access by grade levels, programs, or sensitive information, this feature provides tailored visibility to meet your needs. Demographic Restrictions can be applied to existing ParentPulse admin or set up when sending a new admin invitation.
Key Benefits
Customized Access Levels: Assign specific permissions for administrators to ensure they only see the data they need to.
Improved Data Security: Hide sensitive information from admin that won’t be working with a specific set of data.
Enhanced Flexibility: Apply restrictions based on both system demographics (e.g., grade levels) and custom demographic questions (e.g., program involvement).
How to Set Up Demographic Restrictions
Step 1: Edit Admin Permissions
Go to the Admins page in your ParentPulse account.
Select the admin whose permissions you want to edit or invite a new admin.
Step 2: Enable Demographic Restrictions
Check the box labeled Restrict user’s access by demographics for the module you want to create demographic restrictions for (parents, students, or employees).
A list of in-use demographic questions will appear. Choose the relevant question and demographics to restrict access.
Step 3: Save Changes
Click Save Changes to apply the restrictions to an existing admin’s account or Send Invite to invite the new admin to set up their ParentPulse account.
User Experience with Demographic Restrictions
Notice of Restrictions: When an admin logs in, they’ll see a notice that their account has filter restrictions applied.
Filtered Views: Pages such as the Dashboard and Comments are automatically filtered based on the set restrictions, but admins can further refine their views within their allowed data scope.
Real-World Examples
1. Managing Divisions by Grade Level
For example, a larger school might have division-specific principals.
Example: Restrict access for the high school principal to only grades 9–12.
How-to: In the admin’s settings, expand the grade-level question and select grades 9, 10, 11, and 12. The principal will only see high school data on their Dashboard and other pages.
2. Custom Program Focus
Your school might have a growing special education program, with a dedicated program director.
Example: Limit access to data from respondents that indicate their involvement in the program.
How-to: Create a custom demographic question for the program and add it to your survey. Then, restrict the director’s access to that subset of data.
3. Hiding Sensitive Filters
For tracking sensitive information like income levels:
Example: Ensure only the CFO or Head of School can view and analyze this data.
How-to: Hide the income-level question from all other admins. This ensures the information is completely inaccessible to admin that don’t need the information.
Getting Started
With Demographic Restrictions, you’re in control. Manage divisions, focus on custom programs, or safeguard sensitive data with ease. The possibilities are endless, and we’re excited to see how you use this feature!
If you need additional assistance, contact ParentPulse Support at support@parentpulse.com.