Providing Access to End Users

Note: This functionality has special license requirements. Contact your Forsta Account Manager for further details.

Forsta designers may have clients (end users) who also need access to Instant Analytics reports. The End Users Reporting functionality gives designers the ability to give end users who are listed in an end user list, access to these reports. An end user can then view the report by entering his credentials. Note that permissions are allocated at the survey level.

To give end users access to an IA report:

1. Open the survey you wish to work with.
2. Ensure the survey has an end user list (go to About the Administration of End Users for more information), and has been launched.
3. Go to the Survey Management > End Users Reporting menu command.

The End User Reporting page opens - .



Figure 1 - Example of allocating end user access permissions for a survey

4. In the End User List drop-down, select the end user list that is to be used for this survey.

The users in that list will then be listed in the page, and you can allocate permissions as required. Note that end users that are allocated one or more reports will be indicated with a green icon in the left column.

• Use the searchable headers to filter the list of users and assign appropriate permissions to the end users. When an end user is allocated permission to one or more of the reporting components (Interview Progress, Quotas, Responses, Verbatims, Saved Reports or Export Data IA) this user will utilize one end user survey reporting license. A summary of the available licenses is displayed. The same end user list can be assigned to several surveys.
• You can grant or revoke all permissions or selected permissions simultaneously for all currently listed end users. End users that are filtered out of the list for any reason will not be affected. Click in the Grant all or Revoke all fields as appropriate to open a drop-down - , select the desired permission(s), and click the Grant/Revoke button.



Figure 2 - Selecting permissions to grant to all end users

Note: Only one end user list can be selected for a survey at any one time. If you change the end user list that is selected for a survey, then any IA access permissions that were allocated to the end users in the original list will be revoked and those end users will no longer have access to the IA report.

5. On completion, click Save to save the changes.

A link to the Instant Analytics report is provided above the user list, and you can copy this to the clipboard for ease of access. You give an end user access to the report as follows:

1. Click the Copy to Clipboard link towards the right end of the Instant Analytics Report URL.
2. Paste the URL into an email and send it to the appropriate end user.

The end user must merely copy the URL into a browser to access the report.