License
To activate your enterprise application, enter the license key on the License page.
This is a unique key which is provided along with other installation materials. When you log into the application for the first time you are automatically redirected to this page.
Enter your license key and click the Activate button. If your license key is accepted, the current license status will be updated on the right side of page.
Current users can request license upgrade or extension from their account representatives. To update the license key click the license link at the very top of an administration account, and repeat the steps mentioned above.
Add New Account
New user accounts can be created directly from your administration account.
- Click the Add New button.
Enter user's details in the pop-up window and click Sign Up.
An account will be created once the registration form is filled out. The user should receive a registration confirmation email with login credentials.
Go back to your administration account and search for this newly created user. You can change the user's settings if necessary from the administration > user edit page. For example, you can turn a single user into multi-user or multi-access account there.
User Account Administration
Searching for User Accounts
Access the User Search Screen by logging into administration account.
All the User Property Fields are searchable. Enter user data into any field to locate the user account you wish to edit. See the table below for descriptions of each user property field.
- Click Search to begin the user account search.
- Click Clear to clear the data out of all fields.
- Search results are returned and display the associated properties for all users that match the search criteria.
- If the user account is a sub-account, the unique ID number of the master account displays in the Master ID column. This number is hyperlinked and clicking it allows you to enter the application through the master account login.
Important Tips
If you type 'partial data' into a search field, all results that contain that data excerpt (in that specific field) are returned. This is true on all search fields excluding the Survey ID field.
Example
If you enter "yahoo" in the Login field, all user accounts containing this domain name in their logins are returned in the search results.- If you enter the number in the Survey ID field, only the user account tied to this survey is returned.
If you leave all the fields blank, the entire list of user accounts is returned in the search results.
Editing User Accounts
- Once you have located the user record you wish to edit, click the User ID link to open the user record.
- Within the user record, you can edit the Login, account expiration dates, credits and User Type.
- Account password can be changed from that particular account by users themselves from the My Account page. It can be also reset by clicking the Reset Password button when editing user account, thus the notification email with a temporary password will be automatically sent to the email address associated with this account.
Use the Back and Next buttons to browse through all accounts in your workgroup.
- Click the Show Rights button to display all of the features which can be activated for the account. Click the Hide Rights button to collapse the list.
- Activate and deactivate the features by clicking on the corresponding check boxes.
Copy Surveys Between the Accounts
- Click the Show Details button to display the feature that allows you to copy Forms/Surveys from other accounts, remove Forms/Surveys or restore previously deleted Forms/Surveys. Click the Hide Details button to hide this feature.
Please note, that the Show details button is displayed only if support access is granted for account where the survey is stored.
- From the Select Survey dropdown box select the Form/Survey you wish to copy.
- Enter the User ID of the account which the Form/Survey will be copied to.
- Click the Restore button, to restore previously deleted Forms/Surveys from that account.
- Click the Remove button to completely remove a Form/Survey from the account.
- Once you have finished editing, click Save to apply changes.
Features
This is a list of features, their descriptions and where in the form/survey application these features are used.
Usage Report
As an administrator, you can track user's statistics and action data, such as the number of surveys created, number of credits used, number of responses per all surveys and others.
- Search for a certain account to see the statistics report.
Click on the user ID hyperlinked number to open Edit User Account window.
Click the Usage Report button.
Set the From and To report dates to set the time interval to see the account statistics.
Select the option to group statistics records by and click the Ok button.
Data is grouped by the selected period and one more column that shows the total number per each record is added at the end of the table.
Click the Export to Excel button to export the data to Excel and analyze it externally.
Security Setup
On the Security Setup page, you can set up the security regulations and manage the password settings for all account types. Using this administration resource, you can adjust the security policy of the account access, reset the passwords, deactivate and reactivate the accounts.
To access the security settings you need to log in the administration account and click the Passwords button.
This page provides the possible security settings:
- User passwords expire in Allows you to manage the password validity term.
The supported options are:- Never Expires (by default);
- Expires in .. days (The value must be between 0 and 365).
- Enforce password history Enables you to determine the number of unique new passwords that have to be associated with a user account before an old password can be reused.
The possible options are:- Is not logged (by default);
Password complexity requirement This security setting requires the password to meet the complexity requirements.
The possible options are:- Alpha characters (any case)
- Uppercase and lowercase alpha characters
- Digits
- Non-alphanumeric characters.
To satisfy the needed complexity level these options can be combined.
Minimum password length. Enables you to set the minimum password length.
The supported options are:- Not Limited (by default);
- At least N characters (The value must be between 0 and 16).
- Account expiration requirement. Allows you to limit the term the account can stay idle.
The possible options are:- Never expires (by default);
- Expires if idle for N days (The value must be between 0 and 365).
- Account lockout policy. This setting disables a user account if an incorrect password is entered a specified number of times over a specified period.
You may set the following option:- Do not lock accounts (by default);
- Lock accounts for N minutes after N invalid attempts (The value must be more than 0 for minutes and between 1 and 10 for attempts).
Password complexity settings can be configured for:
- Self Hosted accounts
- Private Labels
- Branded accounts with Enterprise admin. Enterprise admin is an option in Branded account setup
- SaaS users and Branded accounts without Enterprise admin will have the same Password Complexity settings, set up in Key Survey admin account.
Template Account
Template account is a system account that is used to create and store survey and question templates, as well as custom themes. Later they can be used in regular and workgroup accounts by regular users.
The default template account name that goes with your installation is "template".
When you log in to the template account you will see the list of folders that contain default template surveys, CSS templates and question library available for your regular users.
Creating Survey and Question Templates
Survey templates are available for all accounts within your environment and are used for quick survey creation. They are divided into categories and contain list of commonly asked questions depending on the category they belong to. Users that create new survey using templates can then customize newly created surveys within their personal accounts by adding new questions, deleting or editing predefined questions.
To add new survey template:
Click the New Survey button from the Surveys home page of the template account.
Select the 'From Scratch' option to create survey template by adding questions manually.
Select the 'Use a Template' option to create survey template by customizing existing template.
Give unique name to your survey template.
The Survey name will be displayed to the other users when they create survey from templatesSelect the category you want to create survey for. Use the Templates section to add survey template or section to add current survey questions to the library for public use.
Click the Save button.
Add as many questions to your survey as you need and proceed with other survey design procedures if necessary. Now your survey template or questions from the Question Library are available for all users.
Template Management
By default all template surveys and questions from the Question Library are organized within different categories. On the Template Management page you can customize these categories or add new ones.
Click the Manage Categories link at the left top of the template account Surveys/Forms home page.
If your installation is an Form.com application, use the Forms Templates and Form Library options to customize the categories. Otherwise use the Templates and Question Library options.
Select the category you want to edit and click the Edit Category button.
Edit category name and assign group where this category should reside. You can also number category by typing its number. The check box available next to the numbering field shows or hides the category from the templates list.
Click the Save button to apply changes.
Go back to customize other template account properties.
CSS Templates
Along with the survey and question templates you can create CSS templates(themes). They can later be used by regular users to improve survey design and appearance from the Layout page.
- Create new survey from scratch or use available template. Follow the default survey design steps.
Go to the survey Layout page.
Select the Custom Themes category from the Category pane in the left and click the Rename button to customize existing categories.
Click the New button to create new custom category.
Click the New Theme button to add new theme template.
When this is done, regular users will be able to use CSS templates and apply them to their surveys within just a few steps.