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How User Management works in GoSurvey?

Creating users is a great effort to designate the work within GoSurvey. It is very important to delegate the authority if the business is vast and difficult to manage. Gosurvey helps to manage the business by creating the users in your account. 
To configure/manage users, follow below steps:

Step 1:

Login to your GoSurvey account with your username & password which you have set while creating the account.

After login, it would show the dashboard.

Gosurvey Dashboard
Step 2:

In the left hand side panel of the screen click on “Users” link to add the users in your account. A blank screen will appear for adding the users.

Gosurvey User Dashboard
Step 3:

Click on “Add Users” button on the right top corner as shown in below figure.

Gosurvey User Screen
Step 4:
    • A screen will appear to fill the details of user, that needs to be added. The fields to be entered are:
Gosurvey Add User
      • Username 
        It is the unique name given to the user. This username will be used for login purpose.
      • Name 
        Name of the user to be created.
      • Email Address 
        Enter the email id of the user. Ensure that the email id should be unique and valid.
      • Password 
        Set a password for the user to give privacy to the user created.
      • Confirm Password 
        Anyone could easily make a mistake and submit the wrong password , so it's better to confirm the password, just retype the text which was entered in “Password” field.
      • User Status 
        It allows the account owner if he wants to disable or activate the user as and when require. New user will be active on default.
      • Role 
        There are four different types of role available:
        • Data Collector 
          User under this role will only have access to collected the responses from the application and cannot operate the admin system.
        • Data Viewer 
          User under this role will only have the authority to view the data collected and can view the reports.
        • Survey Manager 
          User assigned with this role will have the access to every activity except data collection. The user with this authority will be able to edit or create the surveys, view and download reports, create users and payment settings.
        • Survey Creator 
          User under this role will have authority only to create survey, theme and users.
        • Also the account owner can assign more than one role to a particular user based on the necessity.
      • Auto Assign Survey 
        If this field is enable , the user will be auto assigned to every surveys as and when created.
    • In the right hand side there is a block with two check box in it:
      • Select the survey which needs to assign to the user.
      • Selecting “Assign Survey” field will automatically tick all the created surveys.
Gosurvey User Assign Survey
Step 5:

Click on “Add Multiple Users” button on the top right corner as shown in below figure.

Gosurvey Add MultiUser
Step 6:
    • A screen will appear to fill the details of multiple users, that needs to be added. The fields to be entered are:
      • Enter values as Name, Username, Password. One row will have one user detail.
Gosurvey MultiUser Detail
    • Account owner can assign the user in respect of the filter values also.
    • To assign filter click on the “Assign Filter” icon on the right end on the User details.
Gosurvey User Assign Filter Screen
    • On clicking the “Assign Filter” a screen will show up. There will be a drop down to select the Filter values that are set up.
Gosurvey User Assign Filter Dropdown
    • Select the level which needs to be assigned to the user. If level 1 is selected , the user will also be assigned to the filter level 2
Gosurvey User Assign Filter Level1
    • If Filter level 2 is selected , choose the filter value that needs to be assigned to the user.
Gosurvey User Assign Filter Level2
  • If this filter are assigned to particular user, the user will be able to collect the data of that specific filter only. This bifurcation helps the account owner to get the detailed report depending upon the filters and users respectively.
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