Dooblo Insights Permissions Guide

 

Introduction

This guide will explain how to set users permissions and assignments for Dooblo Insights. Within few simple steps, you'll be able to access your organization's account.

 

Please follow these steps to be able to configure access and permissions for specific users:

1. Check your STG Studio version
2. Set permissions for users
3. Access Dooblo Insights

1. Check your STG Studio Version

The minimum supported Studio version is1.32.647. If you are using an older Studio, please upgrade. 

Under the My SurveyToGo: Account node, open the STG Insights Management node.

 

2. Set Permissions

Insights user are studio user with increase permissions, there are 2 layers of permissions relevant for Insights.

1. Insights features
2. Survey data

Dooblo Insights is based on packages and can be filtered to a smaller subset. E.g. “basic” package includes Quota Tracking, Locations and Tabulation features. You can set permissions for user A to have access to all feature and set permissions for User B to access only Quota tracking and maps (or any other combination)  

Set the desired package for each user

Refine Permissions:

Choose the desired feature subset allowed to each user

• Additional permission layer is for Survey data, it uses the Studio longed loved security mechanism.

3. Login to Dooblo Insights

https://insights.dooblo.net/