Add a user

Provide others with access to the application and their own sign-in credentials.

Note: Only Admins can perform this task.
  1. In the navigation bar, click Product Settings > Manage Users.
  2. Click Add Users > Add User.
  3. In the Name field, type the user's name.
  4. In the Email field, type the user's email address.
  5. In the Role section, select one of the following:
    Option Additional permissions
    Admin All permissions.
    Power User

    For this role, you must also select or clear:

    • Can schedule distributions, which allows the user to schedule and send invitations and create and send newsletters (if applicable).
    • Can access sensitive data, which allows the user to work with personally identifiable information (PII). For more information, see:
    • Can override community engagement rules, which allows the user to override rules that exclude members from new invitations based on their recent invitations or survey participation. For more information, see Sample management.
    • Can change access settings, which allows the user to modify the teams assigned to an activity.
    • Can view the Video Discussion projects and moderate interviews, which allows the user to see Video Discussions projects in the Surveys app and join the interviews as a moderator
    • Can create new Video Discussion projects, which allows the user to create new Video Discussion projects in the Surveys app.
    • Can schedule Video interviews and manage projects, which allows the user to access the Video Discussion Overview page on the Set Up tab. The user can schedule interviews, manage interview materials, and view interview insights.
    Author

    For this role, you must also select or clear:

    • Can schedule distributions, which allows the user to schedule and send invitations.
    • Can access sensitive data, which allows the user to work with personally identifiable information (PII). For more information, see:
    • Can override community engagement rules, which allows the user to override rules that exclude members from new invitations based on their recent invitations or survey participation. For more information, see Sample management.
    • Can change access settings, which allows the user to modify the teams assigned to an activity.
    • Can view the Video Discussion projects and moderate interviews, which allows the user to see Video Discussions projects in the Surveys app and join the interviews as a moderator
    • Can create new Video Discussion projects, which allows the user to create new Video Discussion projects in the Surveys app.
    • Can schedule Video interviews and manage projects, which allows the user to access the Video Discussion Overview page on the Set Up tab. The user can schedule interviews, manage interview materials, and view interview insights.
    Analyst

    For this role, you must also select or clear:

    Video Discussions User

    For this role, you must also select or clear:

    • Can create new Video Discussion projects, which allows the user to create new Video Discussion activities in the Surveys app.
    • Can schedule Video interviews and manage projects, which allows the user to access the Video Discussion Overview page on the Set Up tab. The user can schedule interviews, manage interview materials, and view interview insights.
    • Can schedule distributions, which allows the user to schedule and send invitations for Video Discussion projects only.
    • Can access sensitive data, which allows the user to work with personally identifiable information (PII). For more information, see:
    • Can override community engagement rules, which allows the user to override rules that exclude members from new invitations based on their recent invitations or survey participation. For more information, see Sample management.
    For more information, see User roles.
  6. From the Language list, select the language that the user will see in the application.

    The user can change this setting to their personal preference when they sign in.

    Note: If the user you are adding already exists in another application instance, you cannot change their Language setting.
  7. From the Region list, select the locale setting that will be used for the language and for the formats of dates, times, and numbers.
  8. Optional: From the Identity Provider list, select the Identity Provider the user will use to access Community.
    Note: This setting is available only when the SSO integration is installed. For more information, see Single Sign-On (SSO).
  9. From the Teams list, select the checkbox beside the team(s) you want to assign to the user.
    The Teams list is disabled for Admin users, because their role already provides them with access to all activities.
  10. Click Add.
    Result: The new user is added and an invitation email is sent to the email address you specified. The email contains the user's sign-in credentials.
Tip: If a user has forgotten their password, they can use the Forgot Password link on the sign-in page to reset their password. After clicking this link, users will receive an email that contains a link to a secure password reset page:
  • By default, the link to the reset page expires after 48 hours.
  • Users that click on an expired link can request a new one by clicking Forgot Password on the login page.