Various account and user settings can be managed in the Settings Menu accessed from the User Profile in the top right menu bar.
- Profile - manage personal details
- User interface
- Help & Guides
My Project Defaults
- Default Project Colours
- Default Project Mail Settings
- Default Participant Instructions
Account (access may be restricted based on User Role)
- Organisation - manage account information
- Users- add and manage users and their roles
The Settings Menu
Select the My Settings menu to manage personal settings for the user interface, help settings and the user's personal profile.
Select Profile to view and edit personal information, including an optional Avatar, user Role, and to set the password. Changing the user role may be restricted by the user type and authority level.
Various personalised user presentation options can be set in the User Interface.
Help and Guides
In the Help and Guides menu, users can control the visibility of Help and Guides.
My Project Defaults
Users can create default project settings that can be quickly applied to projects.
Here you can set the default project colours and the presentation of surveys on the web. The default can be applied to projects. Colours can also be customised for each project.
Here you can set a default email address available to be used in survey projects. Email settings can also be customised for each project.
Here you can set a default participant instructions and satellite instructions available to be used in survey projects. Instructions can also be customised for each project.
Here you can enter information about the organisation and the organisation logo. Access may be restricted based on a user's role.
Users and their roles can be managed in the Users tab. Here you can add, edit and manage user access.
Administrators have full access to everything, including managing other user accounts and have acces to the Advanced Tab in Project Settings. In that tab you can currently anonymize responses as an administrator. More functions are planned later.
Regular Users cannot add users or modify other user accounts. Regular Users cannot access the account Settings or other account Users and they cannot change their role to become Administrators.
When adding or editing users, enter their details and select the user's role. User details can also be emailed to the user.
Administrators have full access to everything, including managing other user accounts and organizational details. Regular User accounts cannot modify other user accounts. Users cannot change their role.