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Single Sign On and access to course eval dashboards

  • August 14, 2024
  • 4 replies
  • 66 views

SlyNick
Level 4 ●●●●
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We will launch our first course eval project through Qualtrics in September and we are not 100% confident about the setup.  Our account allows for 5 users but access to view dashboards for the whole institution. My question is how do faculty and academic chairs gain access to the dashboards? We have loaded the enrollment file.  Do we activate an email from Qualtrics? Do we email a link to everyone ourselves?  When I add a user manually, I have to create a password even though we have SSO.  

4 replies

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  • Level 3 ●●●
  • August 14, 2024

Your course eval would have their own SSO setup.  So our campus has two SSO setup one for the research part of Qualtrics and one for course eval.  

You need to setup Roles for the dashboards and upload that into the users. 

 


SlyNick
Level 4 ●●●●
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  • Author
  • Level 4 ●●●●
  • August 14, 2024

Thanks for the clarification, @Linda_charlton!


ashleigh_quaill
Level 3 ●●●
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@SlyNick it will depend on your Qualtrics setup too! We have a single Qualtrics brand where we have all Qualtrics users (research, learning & teaching, operations and Course Evaluations in a single brand). We have previously used Just In Time provisioning with SSO - this means that when a new user logs in via SSO for the first time, they will automatically have an account created in Qualtrics. This is something a Brand Administrator (possibly with support from an institutional IT team) can set up for the whole brand SSO settings. However, we wanted to include Dashboard User Attributes for our Course Evaluations dashboards (so for example a Head of School can only see their school, an Educator can only see the courses that they taught, etc) and therefore we provision ALL users in the institution (linked to our automatic account creation outside of Qualtrics), and we use some Qualtrics APIs to be able to populate the attributes for the dashboard users (can also be done manually through Dashboard Admin > User Admin - it just got too cumbersome for us with the volume we were doing). This means that when they login via SSO Qualtrics will know who they are (from their SSO login), what role they fulfil (from the Dashboard Roles we have defined) and what data they should see (from the user attributes that we have configured). All of these elements combine to show the right dashboards, with the right data for the right people.

We also publish the link to our Course Evaluations dashboards on our institution’s intranet page, as well as email it out when results are released to relevant staff. When the user clicks the link, all the login steps above occur so they only see what they need to on the dashboards.


AlonsoC
Administrator
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  • Administrator
  • August 19, 2024

@SlyNick it will depend on your Qualtrics setup too! We have a single Qualtrics brand where we have all Qualtrics users (research, learning & teaching, operations and Course Evaluations in a single brand). We have previously used Just In Time provisioning with SSO - this means that when a new user logs in via SSO for the first time, they will automatically have an account created in Qualtrics. This is something a Brand Administrator (possibly with support from an institutional IT team) can set up for the whole brand SSO settings. However, we wanted to include Dashboard User Attributes for our Course Evaluations dashboards (so for example a Head of School can only see their school, an Educator can only see the courses that they taught, etc) and therefore we provision ALL users in the institution (linked to our automatic account creation outside of Qualtrics), and we use some Qualtrics APIs to be able to populate the attributes for the dashboard users (can also be done manually through Dashboard Admin > User Admin - it just got too cumbersome for us with the volume we were doing). This means that when they login via SSO Qualtrics will know who they are (from their SSO login), what role they fulfil (from the Dashboard Roles we have defined) and what data they should see (from the user attributes that we have configured). All of these elements combine to show the right dashboards, with the right data for the right people.

We also publish the link to our Course Evaluations dashboards on our institution’s intranet page, as well as email it out when results are released to relevant staff. When the user clicks the link, all the login steps above occur so they only see what they need to on the dashboards.

@ashleigh_quaill , thank you for sharing your Qualtrics setup process! Your experience on SSO and dashboard management will be incredibly helpful for the community!