Administration Basics
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:
- Qualtrics Administration
- Managing the XM Directory
- Granting Access to a Dashboard
- 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
