New Feature: User Permissions

This is a great example of how everyone’s feedback is making SurveyGizmo better. So many of you asked for user-based permissions that we bumped it to the top of our list. Among other things, this feature allows you to create separate logins with restricted access to surveys and features in SurveyGizmo. You can create reporting-only users and survey-testing users. Heck, you can even lock a user down to a specific survey. Here is how it works:

Setting User Permissions in SurveyGizmo

User permissions are available for all Pro and Enterprise Accounts. (These are our two account levels that allow more than a one user.)

To create a new user, click on your account management link in the upper right side of your screen. It will take you to a brand new page that looks like this:

Click on the User Management & Permissions option (circled above). This is how you access all of your users for resetting passwords, changing email addresses, etc.

Now, you’ll see a screen like this:

This is works like an excel sheet. Simply edit the information you need to change. You can select the “delete” option to remove a user.

By default, all users have full account access (except new users are not given administrative access). To change this, click the “change” permissions link next to the user. This brings up a detail screen shown below:

This screen is very simple. Select as many permissions as you want; the options are:

Can Edit/Create Surveys
This option allows the user to create/copy/delete surveys. It also allows the user to upload images & files to the file library. It includes the ability to test surveys — obviously!).

Can Preview/Test Surveys
This option allows the user to preview/test surveys, but they cannot access data collected or modify the survey in any way. They do not have permission to launch a survey.

Can Launch/Close Surveys
This option allows the user to launch a survey and schedule it in a feed. It also allows the user to close the survey (stop taking responses) manually.

Can Create, Edit & Launch Email Invites
This option allows the user to upload a list of email addresses and invite people to take a survey. It does not include access to reporting by default, but they can see which people responded to the invite and send follow-ups.

Can Create & Edit Reports
This option allows the user to create, modify and run reports. They can export data and create filter sets. These users can also edit & delete responses (in order to clean up data for reporting).

Can View & Re-Run Reports
This provides very limited access to surveys. It allows the user to login and view reports created by other users — but they cannot create new reports themselves. This access level cannot export data.

Is an Administrator
This does not give access to everything as it might imply. Instead, it gives the user access to the account management page. There they can reset passwords (and permissions) and update account management “stuff,” like 3rd party software integration and API keys.

Limit access to the following survey:
This is a nifty permission. Setting this will limit the user’s access to just a single survey — now matter what other permissions they have. They will not see other surveys at all — even on the main survey list.

Keep giving use feedback and suggestions to make SurveyGizmo better. Happy Surveying!

1 Comment