The following table describes each right that can be granted to Sub-user:
|Read||A user is able to view forms/surveys, but no modifications are allowed.|
A user is able to view, edit existing forms/surveys and create new ones.
|Delete||A user is able to view, edit, create new forms/surveys and delete existing ones.|
|Publish||A user is able to launch forms/surveys.|
|Copy||A user is able to use forms/surveys as templates and create new forms/surveys by copying existing ones.|
|Response Data||A user is able to view, manage reports, and export collected data. He may also create, modify and publish dashboards.|
|Admin||A user is able to grant access rights to forms/surveys to other subaccounts of the workgroup.|
|Read||A user is able to view reports in the Custom folders, but no modifications are allowed.|
|Edit||A user is able to view, copy, edit, existing reports and create new ones in the Custom folders.|
|Delete||A user is able to view, copy, edit, delete existing reports and create new ones in the Custom folders.|
|Publish||A user is able to export data in various formats from the Publish page of reports, located in the Custom folders.|
|Admin||A user is able to grant access rights to Custom report folders to other subaccounts of the workgroup.|
Account level rights
A user has access to Administrator Themes Folder on the Layout page and can apply Custom themes to forms/surveys they have access to.
Sub-users don't have a right to edit Custom themes.
A user is able to perform folder operations, such as creating, renaming, deleting sub-folders, moving forms/surveys and reports among folders they have access to.
Surveys and reports can be moved between folders with the same set of rights assigned for this user.
|Edit Question Analysis Code||A user can edit Question Analysis Code in existing forms and surveys, as well as new question analysis codes or delete them.|
|Edit Question Library||A user has full access to Questions Library and is able to use, add, edit or delete questions and custom categories there.|
Contact manager account level rights
A user has access to Impersonate mode on the Portal tab.
This is available to accounts configured to use the Online Portal only.
A user can edit contacts in a Contact Manager created in the administrator's account.
|Add and delete contacts||A user has full access to Contact Managers and can add or delete contacts.|
|Create, delete and modify the structure|
A user has full access to Contact Managers and can create new Contact Managers, as well as modify and delete existing ones.
|Export as XML|
A user can export Contact Manager data in XML format using a Remote Data Retrieval link.
Data model account level rights
|View objects||A user has access to administrator's Data Models, but can only view and export objects from them.|
|Edit objects||A user has access to administrator's Data Models; he can view, edit and export objects from them.|
|Add and delete objects||A user has access to administrator's Data Models; he can add or delete objects.|
|Create, delete and modify the structure||A user has full access to Data Models and is able to create new Data Models, as well as modify and delete existing ones.|
|Export as XML||A user can export Data Model objects in XML format using a Remote Data Retrieval link.|
Subaccounts that have Manage Folders and Admin rights can create private folders that will be flagged with the icon. Such folders do not inherit access rights of the higher level folder they are created within. By default, private folders will be visible for workgroup administrator and subaccount that created these folders.
Click Save to apply all the changes done on this page.
Click Cancel to undo all changes.
- The following functionality requires the purchase of a Multi-Access license.
- Select the Apply Rights to Subfolders option to automatically activate corresponding access rights to all nested folders. If this option is not selected, the access rights may be given separately to folders and their subfolders one by one.