Version Notice: This article covers features in our r9/IS Pro platform. If you're looking for information on this topic related to r8, see Survey permissions.
The Survey Users applet 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, Fielder, 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
To add a new survey user, click the Add button on the right side of the toolbar. Assign a primary role appropriate for their responsibilities, and any add-on roles to provide additional rights as needed. You can add multiple users at once if they share the same roles; otherwise, add them individually.
Survey roles
There are several primary 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.
| Survey role | Description of general permissions |
|---|---|
| Limited | This role is for viewing previously saved reports, and not much else. |
| Panel Field Manager (PFMs) | PFMs are similar to Fielders, but with less responsibility and capability. PFMs can view quotas, but cannot manage them. They can view, create, and export reports, but the data is filtered to only show data from their specific panel. PFMs can also conduct advanced testing and approve/expunge their respective panel's data. |
| Observer |
Observers can be thought of as an "all-access report creator and exporter." They can view, create, and export reports with all respondent data, regardless of its source. Observers cannot approve/expunge respondents, manage quotas, or edit the survey in any way. |
| Researcher |
Researchers are typically the research firms. They can create reports, export data, conduct advanced testing, and perform "lite" editing in IntelliBuilder. This role can view and export all respondent data, regardless of its source. Researchers cannot manage quotas or approve/expunge respondents. |
| Fielder |
A Fielder is managing "sample" at a high level. This role can view and create reports, manage quotas, export data, approve/expunge respondents, and conduct advanced testing. Fielders view and export all respondent data, regardless of its source. Fielders cannot edit the survey in any way. |
| Maker | A Maker (manager) has full access to the survey, including editing the source code, managing all non-encrypted survey data, and managing all users. |
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.
Contact a Support agent for assistance with creating a user group.
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.
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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