With SurveyLab you can work in a team on your surveys and tests. Moreover, you can decide who can do what in a system by granting account users with different roles and access rights. Each user will have own login and role.
To create a new account :
You can manage user roles and user access rights for selected surveys.
To manage user account settings :
Survey sharing can be managed by the account administrator or by each survey author (owner).
Account administrator
If you are an account administrator please follow the steps :
Survey author
If you are a survey author please follow the steps :
You can add an additional user that will allow you to manage access rights for REST API and SFTP.
To do it :
NOTE. There can be only one user with the Owner role. When you delete any user from the account all surveys created by this user will be transferred to the Owner account.
Available user roles :
Role | Description |
---|---|
Owner. | Full control over the system account. Account owner. |
Administrator. | Full control over the system account. |
Manager. | Ability to manage collectors, edit surveys, and view reports. |
Editor. | Ability to view reports and edit surveys. |
Pollster. | Ability to take surveys (Mobile app collector) after logging into the system. |
Viewer. | Ability to view reports and surveys. |
Blocked. | Account still exists in the system, but access is restricted. |
The table below summarizes the main privileges for each role.
Owner / Admin | Manager | Editor | Viewer | Pollster | Blocked | |
---|---|---|---|---|---|---|
Surveys | ||||||
Preview surveys | ![]() |
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- | - |
Create, edit, and delete surveys | ![]() |
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- | - | - |
Distribute | ||||||
Create a collector | ![]() |
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- | - | - | - |
Take surveys (Mobile app collector) | ![]() |
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- |
Analyze | ||||||
Preview reports | ![]() |
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- | - |
Share and export results | ![]() |
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- | - | - | - |
Account | ||||||
Add and manage custom fields | ![]() |
- | - | - | - | - |
Add users, edit roles, and access rights | ![]() |
- | - | - | - | - |
NOTE. If you remove the user, all his surveys will be transferred to the account of the account Owner. All his dashboards will be deleted.
Related pages