How do I manage users in AskYourTeam?
'Users' are people that log in to AskYourTeam as Administrators or Report Viewers.
To create and manage your Users, go to My Organisation -> Users
You are able to:
Create a new user
Edit and delete users
Export your User list
What are the different user roles?
Account Manager
The Account Manager role allows the user to edit organisation and user settings, create and manage surveys and view results for all surveys. This is the highest user account setting available.
Account Administrator
The Account Administrator role allows the user to do everything the Account Manager can do but they can not set up Report Viewers or see results for any surveys.
Survey Administrator
The Survey Administrator role allows the user to create their own surveys, and view results for those surveys they have created. They are unable to view results from surveys that they have not created.
Survey Administrators can be added as a Report Viewer to other surveys.
You can also choose the list of surveys to be managed by the Survey Administrator. The Survey Administrator will be able to:
Fully manage the selected surveys
View full results of the selected surveys
Report Viewer
The Report Viewer role allows the user to view results for selected surveys. They have no administration rights.
In the majority of cases, you will assign permissions to view a survey report via the survey report viewer settings. Any person added as a report viewer to a survey will automatically be added as a User to the User Management page.
To add an external person as a report viewer, first create their account within User Management, then navigate to the survey you wish to provide access to. Find their name, then set their permissions.
How do I create a new user?
Click New User
Add the user's details
NOTE: They must have an email address to receive login information
Select their Role
Click Save
All new users will be sent an email notification advising how to login, except Report Viewers who will only be sent an email once they have been added to a survey and activated.
How do I edit or delete a user?
To edit a user:
Find the user to edit either by looking through the list, searching, or filtering by Role
Click the pencil icon then make any changes
Click Save to confirm these changes
Any change you make to a user's role will generate an email notifying them that their role has been changed.
To delete a user, click the trash can icon.
NOTE: Deleting a report viewer from the user list will automatically remove their access to all survey reports.
Editing Restrictions
There are restrictions you may encounter when managing Users.
You cannot edit a user profile if they have accounts for multiple organisations. This scenario will occur when they are external consultants undertaking work for multiple organisations or if they work for more than one organisation. There will be no pencil icon visible.
This protects their contact details from being changed that would prevent them being able to login for another organisation.
As an Account Administrator, you cannot edit or delete an Account Manager's profile.