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User management

What is the user management?

As an administrator, this is where you add new users and user groups in your account. You can also preview, notify, and edit existing users.
This setup will give you an overview of the options for creating and managing existing users within your Netigate account.

  • Create a new users

To create a new user click the button “New user” and you will get a menu with the necessary information for creating a new user:

create a new user

    • Name: The name of the user (first- and last name).
    • E-mail: Enter the e-mail address of the user. This will be the username and to whom the activation link will be sent when you send the details.
    • Telephone number: Enter the mobile phone number of the user. Please pay attention to the correct format – you will need to include the country code.
    • Language: Specify what language the UI (User Interface) will be shown in for the user.
    • Valid until: Set the expiration date of the user. When the valid until date has passed, the login will become inactive and the user will no longer be able to log in.
    • Anonymous result: Will force the user to always see results as anonymous. If checked, the user will not be able to see what respondents have answered their surveys.
    • Cross tabulation limit: In this box, you can write a number and set a filter limit. Adding a limit to the user will restrict the user from exporting and read individual answers. It will also regulate the users filter options to not being able to filter on an alternative with fewer answers than the set limit.
  • Manage existing users

If you mark one or more of the created users in the small checkbox left of the users “Name” you can use the below options for a quick modification of all marked users:

    • Delete: Removes all marked users from the system. User will no longer be able to log in.
    • Deactivate: Deactivate the user/users so they will no longer have access to the account.
    • Update: Updates the last valid date for marked user logins.
    • Send details: Will send an e-mail with information about how to set a (new) password to the marked users e-mail addresses.

These options are also available on individual users in the right column

Group management

In group management, you can assign permissions to user groups rather than on an individual level, by just adding a user to one of the existing groups and set the permission for that group. You will have three categories to begin with, which is standard for all accounts; Admin, System users, and Standard users. Enterprise and Global license customers will be able to create additional user groups within the system.

  • Create a new group

To create a new group, click “Add group” and you will receive a window to enter “Group name”.
This name is what the user group will be identified as within the tool when assigning permissions and adding new users.

Assigning permissions

To grant a user access to the different areas within your account you will need to assign permissions for that specific login. If no permissions are given, the user will not see any surveys when accessing the tool. Assigning permissions can be done in two different ways. Either give individual permissions or assign the user to a user group.

  • Individual permissions

To assign permission to the user on an individual level you will first need to click the user’s name, or e-mail address, in the list for “User management”. When this has been clicked you will access the “User details” of that specific user. To access the permissions click the tab “Permissions” and you will be able to tailor the user’s authorization.
In this window you will be presented with all different folders, categories and surveys that are currently available in your account. Followed by the different permissions you can setup for the user. If you click the category/folder name you will be given the option of assigning permissions to a single survey rather than the entire folder.

    • None: This option means the user should not have any access to this category/survey. If set to none the user will not see these surveys in the survey overview.
    • Read: If you set access to read the user will only be able to see results, and export reports of this specific survey or surveys in that specific category. The user will not be able to access the edit mode and with this, not able to make any changes or send-outs from the survey.
    • Write: The user will be given access to the survey/category and have the privileges to edit the survey and add send-outs. The user will also be given access to reading the result.
    • Delete: Grants the user the rights to delete surveys from “Ongoing” and send them into the trash.
    • Anon: Will force the user to always see results as anonymous. If checked the user will not be able to see what respondents have answered their surveys.
    • Owner: Sets the user as the owner of that specific folder in the tool. We recommend this to be an administrator.
    • Limit: In this box you can write a number and set a filter limit. Adding a limit to the survey will restrict the user from exporting and read individual answers. It will also regulate the users filter options to not being able to filter on an alternative with fewer answers than the set limit.

You can combine individual permissions with a group permission. For example, if you want a user to have access to a specific group, but add or remove one or more surveys on the specific users permission, you can do this via setting an individual permission. The individual permission added is always prioritized over a group permission.

  • Group permissions

To assign permission to the user on a group level you will first need to click the group name in the list for “Group management”. When the name has been clicked, you will access the “Members”-tab of that specific group. In the members tab you can add and remove users from the group by clicking the user name and then either “Add” or “Remove”. To access permissions of the specific group, click the tab “Permissions”.

In the permissions view, you will be presented with all different folders, categories and surveys that are currently available in your account. Followed by the different permissions you can set for the group. If you click the category/folder name you will be given the option of assigning permissions to a single survey rather than the entire folder.

    • None: This option means the members of the group should not have any access to this category/survey. If set to none the user will not see these surveys in the survey overview.
    • Read: If you set access to read the members of the group will only be able to see results, and export reports of this specific survey or surveys in that specific category. The members of the group will not be able to access the edit mode and with this not able to make any changes or send-outs from the survey.
    • Write: The members of the group will be given access to the survey/category and have the privileges to edit the survey and add send-outs. The members of the group will also be given access to reading the result.
    • Delete: Grants the members of the group the rights to delete surveys from “Ongoing” and send them into the trash.
    • Anon: Will force the members of the group to always see results as anonymous. If checked the members of the group will not be able to see what respondents have answered their surveys.
    • Owner: Sets the members of the group as the owner of that specific folder in the tool. We recommend this to be an administrator.
    • Limit: In this box you can write a number and set a filter limit. Adding a limit to the survey will restrict the members of the group from exporting and read individual answers. It will also regulate the members of the group filter options to not being able to filter on an alternative with fewer answers than the set limit.