Cvent Survey

Control Who's Allowed To Do What To Your Online Surveys

Thursday, September 24, 2009 by Cvent Client Services
In Cvent's survey application, survey account administrators can create different user roles with different permissions, controlling what particular people can view and access in the account. Administrators can add, view, edit and delete users, user groups and user roles. This feature is particularly helpful, if you have multiple surveys running at the same time with different people in charge of the creating and writing the surveys. For example, the administrator may want to restrict people in the marketing department from accessing HR surveys to maintain employee privacy or perhaps marketing finance shouldn't be able to see marketing surveys.

Users: Users are the individuals using the Cvent Web Surveys tool. A user can have only one user role and be a member of none or multiple user groups. The users are going to be the survey creators, designers and writers.

User Groups: User groups are used to set visibility for users. Based on their user group, users will be able to see different information within the survey software. You have several options to choose when setting up user groups:

Mark all existing events/surveys as visible to this user group: All surveys currently in the account will be visible to this user group

Mark all existing events/surveys as invisible to this user group: All surveys currently in the account will be hidden from this user group

Mark all existing events/surveys for the following user groups as visible to this user group: All surveys that are currently visible for the selected user groups will be visible to this user group as well. This basically allows you to copy permissions from a user group you previously created

User Role: In user roles, administrators can add, view, edit, copy and delete user roles from an account. Each type of permission may have a variety of specific permissions. For example, there are permissions to be able to edit a survey or launch a survey. The reason this is important is it helps ensure workflow. If the survey writer isn't allowed to launch the survey because only the department head has the power, by setting user roles you ensure those organization rules are enforced. Specific permissions may have no access, full access or read only access.

No access means the users will not be able to view or change the applicable items

Full access means that the users will be able to change and view the applicable items

Read only access means the users will be able to view, but not change the applicable items

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