Best Practices on User Permissions | XM Community
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Best Practices on User Permissions

  • February 21, 2024
  • 1 reply
  • 70 views

SamG
Groups Administrator
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  • Groups Administrator

Your role as a Brand Administrator, you are able to do many things. Here are some of the most common responsibilities and best practices associated with those.

  • Create new user accounts: for your license in the Users tab of the Admin page
    • Best practice: Users are not automatically emailed their username and password when an account is created. Make sure to notify any user you create that their account has been made, or send them a password reset email.
  • Manage existing users
    • This can include activating surveys, changing ownership of projects, updating a user’s contact information, and modifying a user’s permissions.
  • Deleting Users - Only delete a user if you are sure that’s what you want to do. There is no guarantee that Qualtrics Support can restore a user or their account content.
    • Best practice: Disabling an account can be a great way to remove someone’s access to Qualtrics without deleting their account or their projects.
  • Log into account
  • Send password reset emails
  • Transfer survey ownership
    • Best Practice: Sometimes collaboration isn’t enough – if a user leaves an organization or a team, they may want to transfer the ownership of their survey to someone else. As an administrator, you can transfer ownership of one survey at a time, or all of a user’s surveys at once.

This page will discuss the options available for creating and managing user accounts within your license.

1 reply

ElieD
QPN Level 4 ●●●●
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  • QPN Level 4 ●●●●
  • February 21, 2024

Agree with all of that, in particular the first one : do not create password for new users. Instead of that, share them a reset link or ask them to use the “I forgot my email” option when they log in for the first time !

 

Another interesting thing to know : some feature are NOT transferable into Qualtrics (for example automations).
If you want to implement some very specific process for your organization, let’s think about creating a fake user and manage such process through proxy login.