Could you help me with this: someone in your company has configured division of users (for countries), groups and type of users, to understand how to set it up in our company?

@AineI wouldn’t be able to provide you the screenshots but can tell you the approach.Step 1: Define User Roles and PermissionsBefore configuring, clearly define the roles and permissions you need in your organization. Typical roles might include:Administrators: Full access to all features and settings.Managers: Access to survey creation, data analysis, and some administrative functions.Survey Creators: Can create and distribute surveys, but with limited access to administrative settings.Survey Respondents: Limited access, mainly to fill out surveys.Step 2: CreateGroupsGroups help organize users based on common characteristics such as department, project, or region. For a multinational setup, you might create groups like:Country-Based Groups: e.g., USA, UK, Germany, IndiaDepartment-Based Groups: e.g., Marketing, HR, Product DevelopmentProject-Based Groups: e.g., Project A, Project BStep 3: Assign Users to GroupsOnce groups are created, you can assign users to these groups. Users can belong to multiple groups if needed.Step 4: Set Up DivisionsFor example:Division 1: North AmericaDivision 2: EuropeDivision 3: Asia-PacificStep 5: Configure User TypesUser types help control access to various features based on roles. Here's how to set them up:Navigate to Admin Settings: Go to the Admin section of Qualtrics.Select User Types: Create different user types such as Admin, Manager, Creator, and Respondent.Assign Permissions: For each user type, configure permissions such as access to survey creation, data analysis, distribution, and administrative tasks.Step 6: Assign Users to Divisions and User TypesAssign Users to Divisions: Based on the user's location or department, assign them to the relevant division.Assign User Types: Based on their role in the organization, assign users to the appropriate user type.Step 7: Configure Access ControlsTo ensure proper access control:Set Group Permissions: Define what each group can access and do within the system.Division Permissions: Ensure that divisions have the necessary access to conduct surveys and analyze data relevant to their scope.User Type Permissions: Fine-tune permissions based on user types to control access to various features.Hope this helps!

@AineOne example of it could be: Divisions: North America Europe Asia-Pacific Groups: Marketing_USA Marketing_UK HR_Germany Development_India User Types: Administrator: Full Access Manager: Survey creation, data analysis, limited admin settings Creator: Survey creation and distribution Respondent: Survey participation onlyHope it gives you the idea!

Division of users groups and type of users

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