How to Manage Team Users
Team management is only available for enterprise subscribers.
The number of allowed users under your team is decided by
the number of users you chose upon your subscription. To invite more users, please
visit the My Account page and purchase more users.
Users have different roles. There are 4 different roles:
a.
Primary Admin has permission to manage users, perform billing activities, and
manage surveys, collectors & responses
b.
Admin has permission to manage users (except Primary Admin), and manage
surveys, collectors & responses
c. Standard
User has permission to manage surveys, collectors & responses
d.
Analyst has permission to read responses and generate reports.
Add team user
1. Click on the Team link from the header menu.
2. Click on the + Invite User link.
3. Enter the new user information, such as First Name, Last
Name and Email, and select a role.
4. Click on the Send Invitation button.
An email will be sent out to the new user about the
invitation. The new user will need to click on the link in the email to accept
the invitation. A sub-account registration is required to complete the
acceptance.
By default, the subscriber's account comes with the Primary
Admin role.
Modify user
Primary Admin and Admin can modify the user information
except the email address. Admin cannot edit the information of Primary Admin.
1. Click on the Team link from the header menu.
2. Click on the Edit link aside the user.
3. Change the user information, such as First Name, Last
Name or Role. The email address can only be changed by the user, not by Admin
or Primary Admin.
4. Click on the Save User button.
Reassign user
If a user is no longer with the team, you can reassign the sub-account
to a different user.
1. Click on the Team link from the header menu.
2. Click on the Reassign link aside the user.
3. Enter the new user information, such as First Name, Last
Name and Email, and select a role.
4. Click on the Save User button.
Delete user
1. Click on the Team link from the header menu.
2. Click on the Delete link aside the user.
3. Click on the Yes button to confirm the deletion.
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