Default User Type, change "default" for new SSO users | XM Community
Question

Default User Type, change "default" for new SSO users

  • 26 October 2023
  • 2 replies
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Userlevel 3
Badge +11

We have an automation build in with WorkDay the runs daily so that when we have a new employee join they automatically have a Qualtrics user  w/ SSO set up for them. Our User Type (UT) default does not have all of the needed permissions so we built out a new UT. As the automation runs we would like to not have to manually export the Users, change the UT on the csv and then re-upload the changes. Is there a way to change the default UT assigned to new users within Qualtrics?


2 replies

Userlevel 2
Badge +6

If you use SSO, why not map whatever AD group (or some other attribute) that grants Qualtrics access to a desired UT? That way, the first time they login, their default UT will be automatically changed to the desired one.

See Mapping Options in SSO settings, and related documentation.

Userlevel 3
Badge +11

@Pavel we would have to add a field in WorkDay to map it from and I’m trying to not add fields. I should have included that detail in my explanation. 99.5% of our users will fall under 1 user type and it will only be one-off instances, very rare, that we will grant any other UT access. 

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