This article maps the three settings surfaces admins configure before launching an engagement survey: Engagement feature settings, Company settings, and other pre-launch configuration options.
Required access: HR Admin or Account Admin. Available on Engage, Legacy Perform, and Total Platform packages.
Feature Structure
Engagement feature settings
Navigate to Settings > Features > Engage to access these settings. Three tabs appear: Access, Results visibility, and Survey terminology.
Access tab
Feature Access controls which roles can see the Engagement tab in the main navigation (Surveys > Engagement).
Results visibility tab
Four settings are available in this tab:
- Confidentiality rule — Sets the minimum number of survey respondents required before results are visible for a group. The default is 5; admins can lower this to 3 or 4.
- Manager visibility to hierarchy results — When enabled, managers see results for their direct reports (manager group) and all indirect reports (hierarchy group) by default. User-profile visibility settings take precedence.
- Enable filtering by manager/hierarchy groups — Controls whether individuals with results access can filter survey results by manager groups and hierarchy groups.
- Feedback visibility — Controls whether open-ended survey responses are visible to admins only, or to everyone with results access. When set to everyone with results access, individuals can only see feedback from the groups they are assigned access to.
Survey terminology tab
Survey terminology lets admins replace default terms used in engagement surveys with custom terms. Replaceable terms include: organization, leaders, coworkers, work group, manager, and employees. See Customize survey terminology for instructions.
Company settings
Navigate to Settings > Company settings to access these settings.
Company info tab
- Display Name — The organization name shown across 15Five, including in engagement surveys. Found inside the Company details section.
- Industry — The industry category used to display benchmarking data. Found inside the Company details section.
Notifications tab
The Notifications tab contains Engage Notifications settings that control survey-related email notifications.
Other pre-launch configuration
Roles and results access
A person's results visibility level determines which engagement survey results they can see. Three levels exist:
- Full — Company-wide results and detailed results for all groups. Assigned to HR Admins by default.
- Limited — Company-wide results only.
- Limited + Groups — Company-wide results, plus results for any groups the person is explicitly assigned access to.
Individuals without one of these levels assigned cannot view any results. See Manage access to engagement survey results for instructions.
Include/exclude group types and attributes in results
Groups and attributes are used across 15Five, not only in Engagement. Admins can control which group types and attributes appear in engagement reporting. See Include/exclude Group Types & Attributes in engagement survey results for instructions.
Engagement survey allowlist
To prevent survey invitation emails from reaching spam folders, add 15Five's engagement email addresses and IP addresses to your organization's allowlist. See Set up your engagement survey allowlist for instructions.
Spanish language surveys
The Core EngageSurvey is available in Spanish upon request. See Conduct engagement surveys in Spanish for instructions.
Kiosk mode
Kiosk mode allows employees to complete engagement surveys on a shared computer or tablet instead of receiving a personal email invitation. Employees locate their unique survey link using their name or an employee ID. See Use Kiosk to launch an engagement survey on a computer or tablet for instructions.
Key Rules
- Only HR Admins and Account Admins can access Engagement feature settings and Company settings.
- Lowering the confidentiality threshold below 5 reduces the respondent minimum required to display group results — this affects employee privacy exposure across all campaigns.
- User-profile visibility settings override the account-level manager hierarchy visibility toggle.
- Individuals without a results visibility level assigned (Full, Limited, or Limited + Groups) cannot view any engagement results.
What You Can Do
Set Up
- Configure engagement feature access and results visibility settings
- Set up your engagement survey allowlist
- Conduct engagement surveys in Spanish
- Use Kiosk to launch an engagement survey on a computer or tablet
Manage
- Manage access to engagement survey results
- Include/exclude Group Types & Attributes in engagement survey results
- How to assign an administrative role for engagement campaigns
- Make an Invited User Eligible for Engagement Survey Participation
- View Engagement Campaign Participants
Analyze
- Engagement Campaign Results — Reports Overview
- Filter and Segment Engagement Campaign Results
- Understand the Engagement Report
- Download Engagement Survey Results (CSV Exports)
Related Articles
- How to assign an administrative role for engagement campaigns
- Make an Invited User Eligible for Engagement Survey Participation
- Engagement Campaign Results — Reports Overview
- Filter and Segment Engagement Campaign Results
- Understand the Engagement Report
- Download Engagement Survey Results (CSV Exports)
- View Engagement Campaign Participants
- Share Engagement Survey Results
- Resend an engagement survey invitation
- Extend an engagement campaign