Internal users
Internal users are your colleagues who need an account in the platform. With their own account, users gain access to all or parts of the results depending on the permissions you assign.
In the platform's main menu on the left, go to Settings > Internal Users. Click "+ Add" to add users.
Roles & Permissions
There are primarily two roles:
- Administrator
- Access to everything.
- Manager
- Access to results and respondent lists based on assigned permissions. For example: full results, partial results, or specific group(s).
To make adjustments to existing users, use the three dots on the far right of the screen to select Edit. Here, you can add or remove access to various groups and subgroups.
New Users - Create Account
Once you’ve added new users, they need to receive an email with login credentials. You can send this email via the three dots on the far right of the screen, then select Invite.
The username is the same as the email address.