How To Create a User with Tabulation (or any other module) access only

Overview

SurveyToGo's security model provides complete flexibility for defining user roles and permissions. This allows you to control which features and modules each user can access.

In some cases, you may want to grant your end customers access to specific parts of a project while restricting access to others. This guide explains how to configure user roles and permissions to achieve that.

Although the examples in this guide use the Tabulation module, the same approach can be applied to any other module in SurveyToGo.

 

Step 1: Add the new role of the customer to the system

To add a new role to the system:

1. Double Click the “Security Roles” node under the “Security” tree node:
   
   
   
   
2. Click the “Add Project Role” button:
   
   
   
   
3. Enter the name of the role (Example: “Tabulation Customer Role”)
4. Press Enter.
   
   
5. Tabulation rights can be defined in the right pane.
   1. Example: Full provides the role with full-permission to the Tabulation module:
      
      
6. Click “Save changes”
   
   

Step 2: Create a customer user (if applicable)

1. Right click the Users node under Studio Users & Groups.
2. Select Create a new User:
   
   
3. Enter the details for the user, user name and password.
4. Click the “Create” button:
   
   
5. The user is now displayed under Manage Organization Users.
   
   

Step 3: Assign the role to the customer user for the specific project

1. Right click the relevant project and select Security Settings:
   
   
2. Click the user.
3.  Check the valid Role box and click the Assign button.
   
   
4. Click Save Changes
   
   
   
5. When the user enters the SurveyToGo Studio, they will see the module assigned to them for the specific project: