Survey Solutions

Support portal and knowledge base

Create User Accounts for Your Team

Last Updated: May 03, 2017 07:10PM EDT

Step 1


Log in to your server using the headquarters username and password





Note that each institution using Survey Solutions will utilize their own server. Consequently, your username can differ from the one shown above.


 

Step 2


Create accounts for supervisors
 
To add a supervisor, click on the Teams and Roles tab at the top bar of the headquarters dashboard. On the new screen, click the button Add supervisor.





Then, complete the form displayed and click on Create to add the supervisor in the system. 




Repeat these steps for each of your supervisors.


 

Step 3



Create accounts for enumerators in each team
 
The process is similar to creating accounts for supervisors.

To add a interviewer, click on the Teams and Roles tab at the top bar of the headquarters dashboard. On the new screen, click Create.





Then, complete the form displayed. Use the Supervisor drop down menu to assign the interviewer to a supervisor. 

Lastly, click on Create to add the enumerator in the system. 



Repeat this procedure for each enumerator. 

If you need to create a lot of user accounts for your survey, Headquarters allows batch creation of user accounts to help save you time. 
 
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