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?
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Division of users groups and type of users
Best answer by Deepak
I wouldn’t be able to provide you the screenshots but can tell you the approach.
Step 1: Define User Roles and Permissions
Before 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: Create Groups
Groups 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, India
- Department-Based Groups: e.g., Marketing, HR, Product Development
- Project-Based Groups: e.g., Project A, Project B
Step 3: Assign Users to Groups
Once groups are created, you can assign users to these groups. Users can belong to multiple groups if needed.
Step 4: Set Up Divisions
For example:
- Division 1: North America
- Division 2: Europe
- Division 3: Asia-Pacific
Step 5: Configure User Types
User 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 Types
- Assign 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 Controls
To 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!
+44 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!
Hello
Thank you very much! It's just what we need for our company…
and would you be so kind to send me prints of how it is assembled in qualtrics or explain me how they put it together, we did a test but it does not work or we do not know how to do it..
+44I wouldn’t be able to provide you the screenshots but can tell you the approach.
Step 1: Define User Roles and Permissions
Before 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: Create Groups
Groups 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, India
- Department-Based Groups: e.g., Marketing, HR, Product Development
- Project-Based Groups: e.g., Project A, Project B
Step 3: Assign Users to Groups
Once groups are created, you can assign users to these groups. Users can belong to multiple groups if needed.
Step 4: Set Up Divisions
For example:
- Division 1: North America
- Division 2: Europe
- Division 3: Asia-Pacific
Step 5: Configure User Types
User 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 Types
- Assign 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 Controls
To 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!
Thank you very much for this example, it really helped me to understand better...
I ask you...
Assign permissions -> user type
Assign users -> user type
Assign users -> division
Assign users -> groups
so we don't have to assign groups to divisions????
+44Hope it helps!
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