Chapter 3.1 – Managing an Organization with multiple users and groups
An organization represents your company’s private space in SurveyToGo. Once you register for a SurveyToGo account an organization is created for you with the name you specified as your company and you can see your organization name listed on the root node in the SurveyToGo Studio:
You should only register once per company and if you need to grant other people from your company access to SurveyToGo – just create users for them and send them the user details and organization name.
Only you and the users that you create have access to your organization. All the surveys that you will create will be created in your organization and cannot be accessed by anyone other than you and the users that you create.
You can also change the properties and contact details of your organization by right clicking on the organization node and clicking on the “Organization Properties”:
What are Organization Users and how do create a new one?
SurveyToGo includes 2 types of users:
- Organization users
- Surveyor users
Organization users are users that are in charge of managing customers, operations & projects and are not the ones performing the actual surveys in the field.
Surveyor users are users that are responsible for actually conducting the surveys in field. By default the surveyors do not have access to the Studio.
Both user types have a password and a user name and you can define as many users as needed of each type. You can also organize them into relevant groups for easier maintenance.
1. Step 1: Create Organization User
2. Step 2: Adding multiple users
3. Step 3: provide organization users with access to projects?
4. Step 4: create new groups of organization users?
Step 1: Create Organization User
To create an Organization User you right click the “Users” folder of the “Studio Users & Groups” node:
You then enter the details of the organization user:
You need to make sure you give out a user name and a password for each organization user that you create. Once you are done filling out the information click the “Create” button.
** The way to add surveyor users is the same, by right-click on the Users folder of the “Surveyor Users & Groups” node.
Step 2: Adding multiple users
Please view this link to see how you can add multiple users at once:
Step 3: provide organization users with access to projects?
After you define all the users of your organization, you can assign them to the projects to give them access to the project. To do this, right click on the project and choose “Security Settings”:
This will bring up the security management screen where you can add the relevant user / group with the relevant permission:
You can then add the users you defined to the various roles of this project:
|Administrators||Project administrators have full rights on the project to both modify, delete, and view data|
|Managers||Project managers have full rights to modify and view the data of the project but do not have rights to delete data|
|Reviewers||Have the same rights as managers as of now|
|Readers||Only have rights to read data and do NOT have any right to change data|
** please note that in order for this user to be able to create new surveys and projects, the user needs to be a part of the Survey-Managers group. To add a user to this group, expand the groups node and right click the Survey-Managers group:
Then click the “Add” button to add more users to this group:
Step 4: create new groups of organization users?
Adding a new group of organization users is easy, simple right click the “groups” node and select “create new group” option:
This will open up the new group screen and will allow you to add members to this group. You can then later add this group as project managers as shown above.
To change the rights of a group you can right click that group and select the “Group Rights”:
This will show you the group rights screen.
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