Creating User Accounts

Management of the user accounts is performed from the Users page, which is accessible for Headquarters or Administrator users by clicking the Cog-wheel icon in the menu bar (Administration) and then selecting Users.

Creating accounts

To add a supervisor, we click the ADD USER button. We then need to fill out the following form (the full name, contact email and phone number fields are optional):

Administrators can similarly create headquarters, observer and API accounts filling out exactly the same forms.

Survey Solutions does not utilize the contact information (specified in the full name, contact email and phone number fields) to make automatic notifications or robocalls. Instead this information is stored for convenience of the survey managers (HQ and team supervisors) if they need to reach, for example, a particular interviewer.

When creating interviewer accounts, one must additionally specify to which team the interviewer is assigned by selecting the appropriate supervisor’s name. Correspondingly, to create a team, first create the supervisor, then the interviewers of the team, not other way around.

Attention:

An account can not be renamed. If you make a typo in the account name, you will need to create another one.

Note:

Interviewer accounts may not be created by supervisors, but may be edited by their supervisors, see the next section.

Users in the role Administrator can create accounts in the following roles:

interviewer,
supervisor,
headquarters,
observers, and
API accounts.

Users in the role Headquarters can create accounts in the following roles:

interviewer, and
supervisor.

Uploading accounts.

Note:

The Users page also provides access to the batch user upload feature via the UPLOAD USERS button. In this case up to 10,000 user accounts can be created from a single tab-delimited file that is prepared and uploaded to Survey Solutions data server. To learn more about batch user upload, please refer to this article.

Editing accounts.

To modify the details of an existing account, click on the account’s username listed in the Name column of the corresponding list (interviewers, supervisors, headquarters, etc). This will take you to the user’s profile where you can:

update the name/email/phone associated with an account, or
change the password for the account, (available to administrator users only) or
change the two-factor authentication for an account (available to administrator users only) or
set/reset locks associated with the account (available to administrator users only).

Transferring interviewers

Interviewers may be transferred from one team to another by a Headquarters or an administrator user. This operation is not done in the interviewer’s profile, but on the list of interviewers.

Note:

Interviewers may update their contact information if permitted by the server administrator, see user profile settings in admin settings.

Note on passwords:

For resetting the accounts’ password, see Password issues.

In addition to password protection, since version 20.05 of Survey Solutions, any user may set up a 2-factor authentication for using the server accounts.