Manage users

With the Professional and Enterprise plans, you gain access to user management, enabling you to collaborate with easyfeedback as a team. By creating individual teams, you can decide which users are allowed to work together on survey projects.
As the administrator, you maintain a comprehensive overview and can manage the administration. You can also grant additional users administrator rights, giving them the same privileges as you.

The ability to create new users and user groups becomes available after activation of the plan.

Note

Each newly created user is initially not assigned to any team and only has their private area "My Surveys" where the user can create and view surveys.

Users

Based on the number of user licenses ordered, you can create users. User licenses are linked to a specific user but can be reassigned during the year (permanent licenses).

If a user changes, simply delete the user in easyfeedback (surveys, results, settings, etc. will not be deleted) and assign the user license to a new user.

After creating a user, you can grant them access to one or more teams.

To create new users, please proceed as follows:

Click on Account and select User Management
Click on Create new user
Enter the title, first name, last name and email address and assign the respective rights to him/her.
Select a role and user group if necessary.
Select the individual rights (not necessary if you have previously selected a role)
Click Save

After saving, an email with the login data will automatically be sent to the new user. The new user can sign in immediately and start to work in the easyfeedback survey tool.

Permissions

You can assign any of the following rights to the users, as you wish:

Create and edit surveys within assigned teams
Using templates from the assigned teams
Using templates from all teams
Delete templates
Enable surveys within assigned teams (independently or after approval)
End surveys within assigned teams
Delete surveys within assigned teams
Access to the survey results
Access to the Result STUDIO (X/XX users)
Access to AI analyses in Result STUDIO
Access Mr. Q – Questionnaire Assistant (AI Chat)
Utilizing layouts from assigned teams
Leveraging layouts from all teams
Create and edit layouts within assigned teams
Delete layouts within assigned teams
Using participant lists from the assigned teams
Using participant lists from all teams
Create and edit participant lists within assigned teams
Delete participant lists within assigned teams
Creating and editing users
Create and manage teams
Create and manage roles
Allow admin functions (admin area under account data)
Access to all teams and surveys
Search for participant data across all user groups, participant lists, and surveys.
Processing orders

Note: Granting the additional "Allow Admin Functions" right overrides user management in Result STUDIO, meaning that even if a user is only assigned to one user group, they will have access to all surveys and results.

Teams

You can create any number of teams in your account. Teams are "spaces" that one or more users can access and to which surveys, layouts, and participant lists are assigned.

Each user with access to one or more teams can only see the surveys and results assigned to that team. Beyond that, the user has no access to surveys or results. The exception is the administrator or users with the "Access to all teams and surveys" right.

To create a new team, please proceed as follows:

Click on Account and select User management
Click on Teams in the left-hand menu.
Click on "Create new team" and assign a name.
Click Save

After creating a team, it will be displayed in the "Overview" section of your easyfeedback account.

Assigning or removing users from a team

Once you have created a team, you can add or remove users from the team using the + or - icons at the bottom of the "tile".
For customized collaboration, each user can be assigned to multiple teams simultaneously.
Once a user is assigned to a team, they will see the team in the easyfeedback "Overview" and can access the surveys within that team.

User rights and capabilities within a team

By grouping users into multiple teams, individual users can collaborate. Each user has access to all surveys, layouts, and participant lists from the teams to which they are assigned. This allows users to independently move surveys and make layouts and participant lists available within their teams.

Once a user is removed from a team, they no longer have access to the team's content. If a user is added back to the team, they will again have the rights to view and edit content, provided the necessary permissions have been granted to them.

Deleting a Team

A team can only be deleted once no surveys are assigned to it. Afterward, you can click the three-dot menu in the upper right corner of the team tile and delete it.

Roles

To avoid having to configure permissions individually for each new user, you can define roles that you can then simply assign to the user. This applies to both new and existing users. To create a new role, proceed as follows:

Click on Account and select User Management
Click on Roles in the left-hand menu
Click on Create new role
Enter a name for the role.
Clicking "Default role for new users" will automatically select this role for every new user.
Select the rights that the new role should have.
Click Save

Default Role
If you define a role as the default, it will be automatically selected for every new user, and the corresponding permissions will be loaded.
Only one role can be set as the default at a time. If you select a different role as the default, the previous role will automatically be removed.

SSO - Default Role
Defining a default role is useful for access via SSO. This ensures that all new users automatically receive the permissions you have predefined, and you don't have to manually select permissions for each user.