Government and Brand Admin Resources

Let’s get the most out of your Qualtrics license!

Here are some useful resources to utilize to help you get the most out of the Qualtrics platform.

These brief video series will inform you of the roles and responsibilities of an administrator, explaining how to effectively manage your license and users from across your organization:

1. Qualtrics Administration
2. Managing the XM Directory
3. Granting Access to a Dashboard
4. Automating Follow-up with Ticketing

Instance Management

These links connect you to useful documentation for managing your organization’s research projects, contacts, and processes.

• Collaborating on Projects
• Organization Libraries
• XM Directory Administration
• Website/App Feedback Administration
• Extensions & Integrations
• Custom Work & Professional Services Requests
• Utilizing Your Qualtrics Resources
• Need a hand? Contact support

Administration Product Guides

These links provide quick reference guides to the details of Qualtrics administrator tools.

• Administration Overview
• User Permissions
• Data Protection & Privacy
• GDPR Compliance
• Admin Summary Report
• Creating & Managing Users
• Security Tab
• Data Privacy Tab
• Usage Tags
• Survey Project Approvals
• Themes Tab
• Organization Settings
• Single Sign On (SSO)

Directory Administration

• Administration in XM Directory
• Contact Frequency Rules
• Auto-Deduplication of contacts
• Directory Messages
• Multiple Directories
• Directory Rules

Dashboard & Ticket Administration

• User Admin in Dashboards 
• Adding / Importing Users
• Manage User Roles
• Manage User Attributes
• CX Organizational Hierarchies
• Ticketing Follow-Up Options

We look forward to collaborating with you and helping you get the most out of your Qualtrics license!