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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.

📌 What is a user?

📌 Roles & permissions

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.

📌 Learn more about user and organisation management here.