Here are a few resources to help you get started with your programs:
| Getting started with training | |
| Guided support from Qualtrics Product Specialists | |
| Industry thought leadership research, articles, and studies | |
| Live guided training and networking | |
| Intro into being a Brand Admin | |
| Intro to Advanced Training | |
| Intro to Advanced Training |
| Industry-specific helpful Article | |
| Industry-specific helpful Article |
Here are some additional short videos to help you get started:
- 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
Looking forward to collaborating and helping you get the most out of your license!
