Create account
To log in to the platform, a user account is required. Accounts are created for users who are administrators or managers.
A user is anyone who interacts with the platform – a respondent answering surveys, a manager reviewing results, or an admin managing the system.
How Accounts Are Created
Login credentials consist of the user's email address and a password.
An email is sent from the platform to the email address registered for the user in the organisational structure. This email contains a link that takes the user to the platform to create a personal, unique password.
- Admin accounts
- An initial admin account is created for the organisation’s main contact when the customer account is opened.
- Once users have been imported or created in the platform, admins can assign roles and permissions to any users – such as additional admins or managers.
📌 Manage roles
- Manager accounts
- Typically created when the results from the organisation’s first survey are reported. An email is sent to all users who are registered as managers for summaries and/or teams.
- Alternatively, accounts may be created during a Manager Check ahead of a survey.
📌 Manager Check - Manual account creation is also possible, independently of a specific survey.
Note: Users who only act as respondents (e.g., employees) do not have personal accounts with login credentials. Their email address and/or phone number is part of the user information registered in the organisational structure.