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.
If you just need to change your username or password, check out the quick change password tutorial!
Here is how it works:

Setting User Permissions in SurveyGizmo

User permissions are available for all Enterprise and Dedicated 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 Users tab (circled above). This is how you can access all of your users for resetting passwords, changing email addresses, etc.

Now, you’ll see a screen like this:

This works like an excel sheet. Simply edit the information you need to change. You can select the trash can icon 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 clipboard icon 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 & Clear Responses
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 and Clear Responses
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.

Account 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.

Survey-Specific Permissions
This is a nifty permission. Setting this will limit the user’s access to just a single survey — no matter what other permissions they have. They will not see other surveys at all — even on the main survey list. For Enterprise customers, you can select multiple surveys. Note: If the survey is in a different team, the user will not be able to see the checked survey unless they are in the same team or the survey is set to ‘All Teams’. Furthermore, this option supersedes team permissions (Enterprise), further restricting the user to view only the surveys checked that are in their team, and not any surveys in their team that are not checked.

Teams – Enterprise & Dedicated Level Accounts

Users within your SurveyGizmo account can be assigned to a specific team number or assigned to the Admin/All team, which grants them access to all surveys, regardless of which team the survey is assigned to. This does not grant the user access to Account Settings; it only applies to teams.
Surveys can be assigned to individual teams (visible only by members of that team or Admin/All) or assigned to ‘All Teams’, making them visible to all teams and users that are not restricted by other methods (see above: Limit access to the following surveys).
This feature is great for departments within an organization and reduces the need to micro-manage survey permissions. When surveys are created by a member of Team 1 for instance, the survey is automatically assigned to Team 1.

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

Share This: