Multi-Access Account Guide
How to manage your Multi-Access Account
When you get a Multi-Access account you will gain access to an "Administration" tab. This tab will allow you to add a set number of sub-users (three by default) as well as control their level of access to your folders and surveys.
Add a new sub-user:
- You can add a new sub-user or "Create a new profile" by performing the following:
- Log in and click the "Administration" tab at the top of your page.
- Click the "New User" button to open the "Profile" page.
- Enter your first sub-user's details.
- Click "Save".
- NOTES:
- When you click "Save" your sub-user's account will become active immediately.
- An email will be sent to them with their login name (i.e. their email address) and an automatically generated password.
- You can change your sub-user limit at any time by sending an email to the Survey-DEC.
- You will be responsible for managing your sub-users and their activities.
Set sub-user permissions:
Once you have started creating sub-users you will gain access to a new tab called "Rights". This is where you can set their permissions and access rights.
NOTE: All Multi-Access accounts will reserve the "Main" file folder for your surveys ONLY - Sub-users cannot be given permission to access this folder.
- You can set sub-user permissions by performing the following:
- Click the "Rights" button for your sub-user.
- Set various permissions to your folders by checking one or a combination of the boxes provided.
- OPTIONAL: Check the "Apply Rights to Subfolders" box on top of the table.
- Click "Save".
- NOTES:
- By default a sub-user will have no access to any of your folders or surveys.
- The "Main" surveys folder will always be off-limits to a sub-user.
- Create new folders and place your surveys in them to manage your sub-users.
- "Group Rights" will override "Individual Rights".
Groups and Group Rights
You can create and set Group Rights for your sub-users in a very similar way to setting them for an individual:
- To create a new sub-user group and permissions:
- Click on the "Groups" icon on the left hand side of the screen.
- Click the "New Group" button.
- Enter you group name and write a description of its purpose.
- Highlight the sub-users that you wish to add in the "Available Users" box.
- Use the "right arrow" button to move your highlighted sub-users into the "Selected" box.
- Click "Save".
- NOTES:
- Once your group has been created you can click its "Rights" tab to set permissions.
- You can create a number of sub user groups to provide access to specific project folders.