Managing users

Overview

This article explains how to add, delete and manage users within a XenSurvey Enterprise account, and manage survey credit limits on a per user basis.

Creating a User

Users are created via the cloud account.

1) Log into your XSE cloud account.

2) Select Account in the upper right hand corner.

3) In the Enterprise Account pane, click Manage users.

4) On the Account users page, click Create user...

5) Enter the user's name, email address and password.

6) Assign a role by clicking the appropriate radio button.

7) Apply an initial Survey Credit Limit i.e. how many credits they are allocated from the account pool.

8) Click Create User.

The user will receive a notification by email that their new account has been created, and they may start to use XenSurvey.

Deleting a User

1) On the Account users page, click Create user...

2) At the prompt, click OK. The user will be deleted immediately.

Editing a User's role

1) On the Account users page, click Edit

2) Select a new role by clicking the appropriate radio button.

3) Click Update User for the changes to take immediate effect.