Inviting New Users on the "User Manager" Page

by Phil A.

Depending on your iPerceptions plan, you can add and manage user accounts to your subscription on the "User Manager" page, which you can access in the "Overview" section of the iPerceptions Active Research Platform.  On this page, you can provide your colleagues with their own login credentials and permissions to access the research you are conducting.

Note that this page can only be accessed by those with “Administrator” permissions linked to their user account.      

To create a new user account, click the "Invite New User" button provided: 

 

 

After doing so, a window will appear where you are asked to enter the details of the account you will be creating:  

 

User_Manager_2.png

 

Enter the e-mail address of the person for whom you are creating this account, then assign a role for this user.  It is important to keep in mind the following

  • Administrator: Provide this user with access to all projects being conducted with your subscription, including the ability to create / edit / delete projects.
  • All other roles: Control the permissions for this user account (see the Associated Surveys section for more information).  The other roles provided (Accounting, Analysts, Marketing, etc.) are merely descriptive, for organizational purposes.

Click the “Invite New User” button to complete the process.  This user will receive an automated e-mail from iPerceptions providing next steps to get started with their iPerceptions account.

 

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UPDATED: December 4 2015

This article was updated to reflect our new platform navigation being released on December 4 2015.  Check out this article to learn more about this update.

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