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Teams and Roles Tab: Creating User Accounts

Last Updated: Oct 06, 2017 11:34AM EDT




The Teams and Roles tab provides tools for managing the human resources responsible for data collection—creating, editing, and deleting user accounts for supervisors, interviewers, headquarters (administrator), and observers (administrator).

This tab also provides access to the batch user upload feature, where up to 10,000 user accounts can be created from a single tab-delimited file. To learn more about batch user upload, please refer to this article.

 

Supervisor accounts


Every survey needs supervisors. To add a supervisor, click on the Add supervisor button at the top of the Supervisors tab, and enter all the requisite information.

 







To send an email to a user, click on the user’s email address. The default email client setup on your computer will start to facilitate sending emails to that user. Emails are not sent automatically and it is up to the headquarter user to compose the message.

To modify the details of an existing supervisor account, click on the supervisor's username listed in the Name column, in order to perform any of the following actions: change the password for the supervisor account (e.g., if the password is forgotten) or lock all access to the account (e.g., if the supervisor is fired due to poor performance).


 

Archiving supervisor accounts


Administrators can archive supervisor accounts. By archiving a supervisor, you are also archiving all the interviewers on that supervisors’ team. Supervisors and their data collection team will no longer be able to sync with headquarters.
 
To archive a supervisor, select the check boxes for the supervisor(s) you wish to archive and click on the red archive button.



Archived interviewer accounts can be restored. On the supervisors page, find the archived users using the Archive Status filter on the right most column. Then, select the check boxes for the supervisor(s) you wish to restore. Lastly, click on the green unarchive button. 


 

Interviewer accounts

Each supervisor needs interviewers. To add a new interviewer to a given supervisor’s team, click on the green Create button under the Interviewer link under the Teams and Role tab.







To send an email to a user, click on the user’s email address. The default email client setup on your computer will start to facilitate sending emails to that user. Emails are not sent automatically and it is up to the supervisor or the headquarter user to compose the message.
 
To modify an interviewer’s account—change the password or lock the account—click on the interviewer’s name.




To monitor an interviewer, check the activation status in the Connected to device column and the synchronization log.



The Connected to device column displays the status of the tablet’s activation or in other words it will show if an interviewer has successfully activated a tablet using their login credentials.

You may also manage the interviewer’s in a supervisor’s team,  by clicking on the number of interviewers associated with that supervisor. Under this option you can add interviewers for a given supervisor’s team, modify their accounts, and monitor synchronization.


Administrators can also archive individual interviewer accounts. An interviewer will no longer be able to sync with headquarters.
 
To archive an interviewer, select the check box associated with the interviewer(s), then click on the red archive button. Lastly, confirm the action.





Archived interviewer accounts can be restored. On the interviewers page, find the archived users by selecting Archived users on the menu on the left hand side. Then, select the check box associated with the interviewer(s), and click on the unarchive button at the bottom of the page. Lastly, confirm the action. 






 

Headquarter accounts (applicable to administrators only) 


Every survey needs one or more headquarters user. To manage headquarters, click on Headquarters in the drop down menu under the Teams and Roles menu.



To add a headquarters user, click on the green Add headquarters button at the top of the page, and enter all the requisite information.




To modify a headquarters’ account—change the password or lock the account—click on the headquarters username.




 

Observer accounts (applicable to administrators only)


An observer account provides individuals, such as managerial personnel, the means to monitor the activity (shadow) of another user in the system, without being able to damage the system by unintentionally deleting or modifying an interview assignment.
To manage observers, click on Observers in the drop down menu under Teams and Roles.




To add an observer user, click on the green Add observers button at the top of the page, and enter all the requisite information.







To modify an observers’ account—change the password or lock the account—click on the observer’s name.


 
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