Permissions

For all surveys (survey templates are included here), the user who creates the survey is the survey administrator and owner, and a survey is initially invisible to all other Authoring users. All Authoring users in your organization will be listed in the Permissions page, and the survey administrator can give other users permission to view the new survey.

Note: Standard users cannot add or remove other users, and the types of permissions they can allocate are restricted.

Go to Survey Management > Permissions - to open the page shown below.

Figure 1 - Example of the Permissions page

The buttons and columns are as follows:

• Add other user – click to open a dialog that allows you to add users to the list.
• Remove other user - click to open a dialog that allows you to remove users that have previously been added.
• Grant all - select a permission from the drop-down beside this button and click the button to give that permission to all the currently listed users. Note that if you do not wish to give the selected permission to all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.
• Revoke all - select a permission from the drop-down beside this button and click the button to remove that permission from all the currently listed users. Note that if you do not wish to remove the selected permission from all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.

• User ID - the user id of the user (if entered in user settings in Authoring) is listed in this column.
• Last Name / First Name - the registered name of the user. This can be changed by the user in the Home > User > Settings page.
• Permission type - click the down-arrow beside a user's field to open a drop-down list of the permissions, then select the appropriate permission for that user. The options are:
• None - the user does not have access to the survey.
• Read - the user has only Read permission, i.e. he/she can view the Survey and associated reports but is not allowed to add new or delete existing elements in them.
• Write - the user has Write permission, i.e. he/she is allowed to add questions to the Survey and reports.
• Delete - the user has Delete permission, i.e. he/she is allowed to work on the Survey and reports, and is allowed to delete objects in them.
• Administrate project - The user is the administrator and owner of the survey. He/she may alter the Survey, set the survey live, check response status, etc., as well as delete the entire survey This is usually the person who initiates the survey.
• Administrate Online coding - [not Standard user] The user has permission to administer the Opentext coders for the current survey. Note that when the survey is created, this permission will be given automatically to the survey creator.
• Code Opentext - [not Standard user] The user has permission to code open-ended questions in the current survey (go to Online Coding Tool Overview for more information).
• Supervise CAPI Project - [not Standard user] the user is a CAPI Supervisor (go to CAPI/Kiosk Options for more information). See also the CAPI User Guide.
• Supervise CATI Project - [not Standard user] the user is a CATI Supervisor (go to About CATI for more information). See also the CATI Supervisor's Manual.

Note: CATI, CAPI and Online Coding are all add-ons. The columns will only be visible in the tab if your company has purchased the appropriate licenses.

Other users can be added to the survey by the survey administrator.

SaaS only:
Personnel at Forsta ASA may be granted access for support purposes.

The Permissions page lists a maximum of 50 users on the current page; click the next/previous Page buttons in the lower-right corner of the page to move between pages. Click a letter-button (along the lower edge of the page) to list only those users who's User ID starts with that letter. The list can be sorted on the User ID, First name and Last name columns; click the appropriate column header to toggle the sort order up or down on that column.

Adding Users

Note: Standard users cannot add or remove other users.

Initially, only users and groups within your organization are listed on the Permissions tab. However, more users may be added. To add users, you must supply Authoring with the correct user keys for these users. Typically, an external user will send you his or her user key by email.

1. Copy this key to your clipboard, then click the Add other users button in the toolbar at the bottom of the Survey Permissions page.

The Add other users overlay opens - .



Figure 2 - The User Key Entry window

2. Paste the key into the overlay window.

Note: Make sure you do not have any space after the last character in the user key.

3. Click Add.

The overlay closes and you are returned to the Permissions tab. The newly added user will be listed in the Other users field. You can now give the new user the appropriate permissions.

To remove a user from the Other Users field, click on the Remove users link and then choose the users you wish to remove.