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:
- observers, and
- API accounts.
To add a supervisor, we select Teams and roles in the main menu, then Supervisors, and then click the Add supervisor button. For a new account of a supervisor role we need to fill out the following form (the full name, contact email and phone number fields are optional):
Administrators can similarly create headquarters, observer and API accounts filling out exactly the same forms.
Survey Solutions does not utilize the contact information (specified in the full name, contact email and phone number fields) to make automatic notifications or robocalls. Instead this information is stored for convenience of the survey managers (HQ and team supervisors) if they need to reach, for example, a particular interviewer.
When creating interviewer accounts, one must additionally specify to which team the interviewer is assigned by selecting the appropriate supervisor’s name. Correspondingly, to create a team, first create the supervisor, then the interviewers of the team, not other way around.
To modify the details of an existing supervisor account, click on the account’s username listed in the Name column of the corresponding list (interviewers, supervisors, headquarters, etc). This will take you to the user’s profile where you can:
- change the password for the account, or
- lock access to the account, or
- update the name/email/phone associated with an account.