Managing Users (adding/editing/removing)

If you have an intermediate or Expert package, you can very easily add additional users to your account.

Management is simple:

  • Click on the Settings tab in the top right corner of the Management page.
  • In the menu, click "Manage Users"
  • You will need to pop in your password to authorise that you are the administrator of the account
  • You will now be on the user management page :)



To Add a new user:

  • Once on the User Management screen, Click "New User"
  • A modal window will pop up that you need to add in the users name, email address and password
  • Once done, click "Create User"
  • Done!

To edit a user:

  • On the User Management page click the Cog icon of the user you would like to edit
  • The edit user modal will pop up
  • Edit the info required
  • Click "Save Changes"

To Delete a user:

  • On the User Management page, just select the delete icon of the user you would like to delete
  • Once you have selected the user to delete, a modal will be presented asking you to confirm the deletion


The different roles:

Their 4 different types of permissions you can assign to your new user



  • The Administrator
    • View reports
    • Create and edit surveys
    • Can share surveys
    • Can change survey settings
    • Can create and delete users 
    • Can change bank details and upgrade/downgrade or cancel the account
  • The Power User
    • View reports
    • Create and edit surveys
    • Can share surveys
    • Can change survey settings
    • Can create and delete users 
    • Can change bank details and upgrade/downgrade the account
  • The Survey Creator
    • Can create and edit surveys
    • Can share surveys
    • can change survey settings
  • The Reporter
    • Can view survey
    • Can view reports

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