Survey Users lets you add new users to a survey, edit or remove existing users, or copy users and permissions from another survey.
To manage the users for your survey, go to Settings > Survey Users in the survey navigation menu.
Overview
All users currently associated with the survey are listed in a table. Check the box next to any user to enable the View and Remove buttons. You can edit any user by clicking the pencil icon.
- Users with the roles of Researcher, Panel Vendor+, Field Managers, or Maker can add new users to a survey. Users with other roles can only manage existing users.
- A user can only grant permissions equal to or less than their own.
- For help deciding the correct survey role to assign a user, see Survey roles and rights and Roles and rights overview.
Adding survey users
The platform has a predefined set of survey roles with varying levels of "power." The most commonly assigned roles are listed below.
This list highlights key rights but does not cover all of them. To view all survey roles and their associated rights, use the interactive Roles and Rights Matrix.
| Survey role | Description of general permissions |
| Limited | This role is for viewing previously saved reports and not much else. |
| Observer |
Observers can be thought of as an "all-access report creator and exporter." Observers can view, create, and export reports with all respondent data, regardless of its source. They can also assign other users a similar, or less powerful role. They cannot approve/expunge respondents, manage quotas, conduct advanced testing, or edit the survey in any way. |
| Researcher |
Researchers are typically external research firms. Researchers can view, create, and export reports with all respondent data, regardless of its source. They can conduct advanced testing, and perform limited ("lite") editing in IntelliBuilder. They can also assign other users a similar, or less powerful role. They cannot manage quotas or approve/expunge respondents. |
| Panel Vendor |
Panel Vendors are usually external field managers that only need to monitor their own panel's fieldwork. Panel Vendors can view quotas for their own panel, but cannot set quota caps. They can view, create, and export reports limited to their panel data, conduct advanced testing, and approve/reject/expunge their own records. They can also assign other users a similar, or less powerful role. They cannot perform TURF or weighting analyses. Tip! To restrict Panel Vendors to their own data in crosslist quotas, use the |
| Panel Vendor+ |
Panel Vendors+ are Panel Vendors with more power. In addition to what Panel Vendors can do, Panel Vendors+ can view and manage quotas for all panels. Panel Vendors+ can also view and download all closed-ended data, but can only access open-ended responses from their own panel. |
| Field Manager |
Intended for internal users responsible for fielding. Field Managers can oversee survey sample and perform management tasks related to fieldwork, reports/analytics, and user administration. In additional to what a Researchers and Panel Vendors+ can do, Field Managers can view and download all respondent data, manage all respondent statuses, manage survey users across all organizations, and change the survey stage. |
| Maker |
This role is intended for survey creators and programmers. Makers have full access to the survey, including editing the source code, managing all non-encrypted survey data, and managing all users. |
Tip! All personally identifiable information (PII) is encrypted by default as well as text fields containing the encrypt: y tag. To view this data, someone on your project team must have special permission. Consider using the add-on role Read Encrypted Data.
Adding user groups
If you frequently assign the same users to your surveys, a dedicated user group can save you time. To add a user group, type the '@' symbol and select the group from the dropdown list. You can also perform a keyword search by typing in the field.
For additional assistance, contact Support or send an email to help@intellisurvey.com.
Resending account invitations
To resend an account invitation to a user who has not activated their account and whose invitation link has expired, click the question mark icon in the Status column. Then, follow the prompts on the screen.
Tip! Unlocking or reactivating an account, or resending an invitation email, does not apply to users logging in with SSO (e.g., Google).
Copying permissions
If the set of users or groups you want to add to a survey already exists in another survey on the same server, use the Copy feature to copy all the users and their roles from the other survey into the current, open survey.
Note if a user already exists in the current survey, that user will not be copied over, and their permissions will remain unchanged.
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