Create users

Roadmap

Types of users

Create one at a time

Create in batch

Types of users

Types

Interviewer

Supervisor

Observer

Headquarters

Admin

API

Types

For field operations

Interviewer

Supervisor

Observer

Headquarters

For technical tasks

Admin

API

For field operations

• Interviewer. Complete interviews,
• Supervisor. Reassign work, review interviews.
• Headquarters. Manages survey:
  • Creates users (i.e., Interviewer, Supervisor)
  • Imports interviews
  • Creates assignments
  • Reviews interviews
  • Exports data
• Observer. Like Headquarters, but can only observe.

For technical tasks

• Admin. Like “super” Headquarters.
  • Can do everything Headquarters can.
  • Can do things Headquarters cannot:
    • Create workspaces.
    • Create all users (including Headquarters).
• API. Like “super” Headquarters, but through API rather than GUI

Users

• Click on
• Click on Users

Create users

Navigate to users screen

TODO: replace with version on cleaner server.

• Click on icon
• Click on Users tab

Use one of two methods

One at a time

In bulk

One at a time

• Click on ADD USER
• Provide attributes
• Save

In bulk

TODO: video of process for adding multiple users via simple tab file

• Click on UPLOAD USERS
• Select a default workspace
• Download .tab template and fill it. See details here.
• Select a tab-delimited file
• Click on UPLOAD .TAB FILE