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New to Qualtrics - Very confused with brand administrator

  • June 9, 2021
  • 2 replies
  • 23 views
T
Level 1 ●
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We are launching Qualtrics at our school. In the past, there was only one division using the system and now the school has purchased it. So I was assigned to this and I was trying to set it up - but I was stumped with this - brand administrator and division administor (this is not listed in my user type).
What I was trying to do - as I mentioned that there is a division using it before the school purchased. So they want to have the ability to modify the themes. So I set up a new theme for the division and used brand administrator to a user. However, when I impersonated this person, I could see everything which I don't want him to have the ability. So I removed the brand administrator and read about division administrator and thought it would be better for him. However, the user type (now I realized, it may be a group type, not user type - will look into this later), was not listed so I created a new user type and tweaked the permissions and now he has more limited access and has no access to the brand.
So I am coming here to find if you have any good practice on handling division in a school, allowing them to view their own surveys, brands, etc. Anything will be helpful! If one of you is willing to sit and walk me through the setup - it would be great! I also asked my CSM and hope that he will agree to a weekly meeting to set things up.
Thank you!

2 replies

SabrinaC
Level 3 ●●●
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  • SabrinaC
  • Level 3 ●●●
  • June 23, 2021

Topazfae ,
Congratulations on acquiring Qualtrics for your school. We have been with Qualtrics 1 1/2 years and I am at the district level. I have been slowly training other district and school level personnel to use the system. We have 26 school locations and I am going to be looking at best practices to do what you are doing. I want each school to be able to design and use templates and I do not want them to have access to the district or other school templates.
I hope to have some information in the next couple of months. I will get back with you when I get going.
Good luck! You will love what this system can do!
Sabrina

    T
    Level 1 ●
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    • Topazfae
    • Author
    • Level 1 ●
    • June 23, 2021

    SabrinaC
    Thanks! My CSM said to use Standard Account. Which I did, but when a new user log to our system via SSO, they will see the template unless I go in that account and prevent them from seeing the theme. It is not group level setting unfortunately. So I asked the question to the CSM and hopefully, I will have the answer soon.
    One step is done (getting SSO set up yay!), now figure how to do the groups - and may have to go ahead with the template open to the community for now until we figure how to hide it from everyone else but the group.
    I am submitting for color schema from our marketing division (it will take them a while to come up with one so I will go ahead and modify the standard color schema and look for now).
    I hope to communicate to the community the availability of the system within 2 weeks.
    Shannon


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