Managing User Accounts


Workspaces allow partitioning of a single server into multiple compartments that have limited impact on each other. The following are the rules guiding the use and functioning of the workspaces: An administrator has access to all workspaces. A user with an HQ and observer accounts may belong to one, some, or all workspaces, as designated by the administrator. Each interviewer and supervisor account may log in to a single workspace.

March 1, 2021

Survey Solutions Server Administrator

Every Survey Solutions server has an administrator. This is the first user account created after Survey Solutions is installed, typically by the same person who performed the installation. Administrator is a privileged account and can do important actions which may result in damage to data. Assign a responsible and informed person as an administrator! We recommend that the administrator has attended a comprehensive Survey Solutions training. An administrator can do (almost) everything an HQ user can do plus some exclusive actions:

January 20, 2021

Batch User Upload

Up to 10,000 user accounts can be created from a single tab-delimited file, which must include the login, password, and role of the user, and may include additional attributes, like email or phone. Batch creation of user accounts comes handy when: the same accounts need to be replicated on a different server; migrating from a different CAPI system with established accounts; the survey is so huge that manual creation of accounts via a web interface would take a significant amount of time.

November 27, 2020

Creating User Accounts

The Teams and Roles menu provides tools for managing the human resources responsible for data collection: The following accounts may be created by the users in the role Headquarters or Administrator: interviewer and supervisor accounts. The following accounts may be created by the users in the role Administrator only: headquarters, observers, and API accounts. Note: The Teams and Roles menu also provides access to the batch user upload feature, where up to 10,000 user accounts can be created from a single tab-delimited file.

July 28, 2020

Deleting accounts

Deleting accounts An account that is created in Survey Solutions can not be deleted. Ever. This is because the account is mentioned in the history of the events that were originated by that user (such as created or completed an interview). Yet an account can be archived, which is the closest thing to deleting it. This action is available to an administrator only, which can (1) select the interviewer account to be archived and (2) click the Archive button to perform the action:

July 28, 2020

Two factor authentication (2FA) for user accounts

Setting up two factor authentication login to the server using your login and password; navigate to your account settings (for interviewers: Interviewer profile –> Edit personal info); click the Two factor authentication tab; click the Setup authenticator button; 5. You will be presented with the **Configure authenticator app** form showing a QR-code. 6. Now take your Android, IOS or Windows phone or tablet and set up any of the following applications: Google Authenticator, Microsoft Authenticator, or another authenticator as designated by the survey coordinator.

May 13, 2020

Survey Solutions Server Observer

Observer is an optional account, kind of an HQ user with a limited functionality, to passively monitor a survey. Observer accesses information through impersonation, looking through the eyes of a different user. An observer can do: Read individual interviews including any comments left; See reports; See lists of users and their profiles. An observer can not do: approve/reject interviews; create/delete assignments. any other change-state operations; download data. An observer account is created for a server, not for a survey!

October 6, 2017

Create User Accounts for Your Team

Step 1 Log in to your server using the headquarters username and password **Note that each institution using Survey Solutions will utilize their own server. Consequently, your username can differ from the one shown above.**  Step 2 Create accounts for supervisors To add a supervisor, click on the Teams and Roles tab at the top bar of the headquarters dashboard. On the new screen, click the button Add supervisor.

June 23, 2016