To centralize the management of users, roles, and permissions, you can grant users access to surveys and configure roles with associated permissions within Crowdtech Survey. You can find the user management section in the left-hand menu under 'Accounts'.
Creating a new role
To create a new role, click on '+ Add new role' in the Role management section. Assign a name to the role and select the appropriate permissions for this role in the right-hand field. Then click 'Save'.
Creating a new user
A new user is created in the company portal and then has access to Crowdtech Insight via SSO. As soon as this user logs in via go.crowdtech.com, they will be redirected to Crowdtech Insights.
Assigning roles to users
After creating a user, click the pencil icon next to the user's email address in the User management section. Under 'Active roles', select which roles should be assigned to the user. You can select multiple roles. The permissions will be combined. Click 'Save' at the bottom right of the page.
Linking users to a survey
You can grant each user access to specific surveys. To do this, click the pencil icon next to the user's email address in the User management section. Under 'Select survey', check the boxes for the surveys the user should have access to. You can use the search function to find specific surveys or check 'Only show active surveys' to display ongoing surveys. Once you have selected the desired surveys, click 'Save'.
If you want to give the user access to all surveys, it is recommended to assign them a role that includes the 'Access all surveys' permission.
Adjusting permissions
If you need to adjust the permissions for a role, click the pencil icon next to the relevant role in the Role management section. In the right-hand field, you can check or uncheck permissions. Then click 'Save'.
The default role
When users log in via SSO for the first time, they are automatically assigned the default role. You can use an existing role or create a new one for this. To set a role as the default, simply check the appropriate option in the role settings.
You can assign multiple roles as default. Their permissions will be combined.
Note: If your organization is new to SSO and uses it for the first time, the first person to log in will be assigned the admin role. This role includes all possible permissions for your account, allowing the first user to get started right away. It is important that this person adjusts the default role to the desired settings after logging in. Do all users need to have full admin rights immediately? Then no action is required. However, if you want to differentiate and, for example, give new users read-only access, you will need to adjust the default role.