Create a user

Compatibility:IdSurvey 7IdSurvey 8

IdSurvey allows the creation of unlimited administrators or users with specific permissions.
 
Administrator users can access, view and edit each survey and each setting. Administrators can also create other users.
 
Standard users (non-administrators) can only access surveys contained in the specified folders assigned and cannot create other users.
For each user you can enable and disable editing and reading permissions for each section of the software.
For example, it is possible to create a user who is only able to access the statistics section or a user who can export the results without having access to the questionnaire.
 

Step 1

Go to the “Users” section and click on the “+” button on top left.
Enter a Username and Password for the new administrator user.

Note

  • The password must be at least 8 characters long and must contain an uppercase letter, a lowercase letter, a number and a special character !@#$%^&+=

Step 2

Enable the option “Administrator”.

admin_user

Step 1

Go to the “Users” section and click on the “+” button on top left.
Enter a Username and Password for the new user.

Note

  • Password must be at least 8 characters long and must contain an uppercase letter, a lowercase letter, a number and a special character !@#$%^&+=

Step 2

Click on “Add or remove folders” to select at least one folder that the user can access.

not_admin_user

Step 3

In the “Authorizations” section specify the user’s privileges by activating the reading and editing permissions for each section.

List of Authorizations:

SectionReadEdit
Section Interviewers
Interviewers settingsThe user can display the list of Interviewers. He will be able to assign interviewers to surveys.The user can display, create and edit the list of Interviewers, single profiles and Group of Interviewers. He will be able to assign interviewers to surveys.
Force logaoutThe user can disconnect the interviewers by terminating the sessions that are in progress.
Section Survey
Surveys ManagementThe user can display the surveys and sub-sections he is assigned to.The user can display and edit all survey settings he is assigned to.
Questions ManagementThe user can create and edit questionnaire.
Contacts ManagementThe user can display contacts associated to the survey.The user can display, create, edit, import contacts.
Custom fields managementThe user can view the list of custom fields.The user can view, create, import and edit the list of custom fields.
Quotas ManagementThe user can display quotasThe user can display, create and edit, import quota.
Assign InterviewersThe user can associate interviewers to the surveys.
Languages managementThe user can view and export the translations of the questionnaires.The user can view, edit, export and import data from the languages management section of the questionnaire.
Data ExportThe user can export data in different formats.
Edit phone numbersThe user can use the function to change the phone numbers of a contact.
Reset attemptsThe user can unlock contacts that have reached the maximum number of attempts
Disengage contactThe user is able to unlock the blocked contacts by ending any sessions that are in progress.
Open End EncoderThe user can enter the Open End Encoder function.
Edit appointmentsThe user can set or edit appointments and change the assigned interviewer.
Edit incorrect numbersThe user will be able to view the list of names that have been reported as “wrong number” or “Out of service” and update the telephone numbers.
Statistics Section
Analysis & ReportAccess to Analysis & Report section.
Survey ActivityPermission to consult Survey Activity section.
Interviewers ActivityPermission to consult CATI or CAPI Interviewers activity section.