If you use Single Sign-On (SSO), you can grant users access to surveys and assign roles with corresponding permissions within Crowdtech Survey. Read more about SSO. User management can be found in the left menu under 'Accounts'.
Creating a new role
You can create a new role by clicking on '+ Add new role' in Role Management. Give the role a name and select the applicable permissions in the right field. Then click 'Save'.
Creating a new user
A new user is created in the company portal and then gains access to Crowdtech Insights via SSO. Once this user logs in via go.crowdtech.com, they will be redirected to Crowdtech Insights. Existing users are displayed under 'User Management'.
Assigning roles to users
After a user has been created, click the pencil icon next to the user's email address in User Management. Under 'Active roles', select the roles that should be assigned to this user. You can select multiple roles; the permissions will be combined. Then 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'.
Survey Owner Overview
On the Account page, you will find the Survey Owner Overview. This overview displays:
- The survey name;
- The survey owner;
- A button (eye icon) to view more details.
You can sort the Survey and Survey Owner columns alphabetically. Use the search field to quickly find a specific survey or survey owner.
Click the eye icon to see who the survey owner is and which users have been invited through Collaboration to work on the survey. These users also have access to the survey.
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.
Meaning of permissions
Learn more about the meaning of the possible permissions.
Advice on roles and permissions
Learn more about which roles you can set up with which permissions.