Introduction
This guide will explain how to set users permissions and assignments for Dooblo Insights. Within few simple steps, you'll be able to access your organization's account.
Click here to learn about Dooblo Insights and its benefits to your organization.
Please follow these steps to be able to configure access and permissions for specific users:
- Check your STG Studio version
- Set permissions for users
- Access Dooblo Insights
1. Check your STG Studio Version
The minimum supported Studio version is1.32.647. If you are using an older Studio, please see this guide on how to upgrade.
Under the My SurveyToGo Account node, open the STG Insights Management node.
2. Set Permissions
Insights user are studio user with increase permissions, there are 2 layers of permissions relevant for Insights.
- Insights features
- Survey data
Dooblo Insights is based on packages and can be filtered to a smaller subset. E.g. “basic” package includes Quota Tracking, Locations and Tabulation features. You can set permissions for user A to have access to all feature and set permissions for User B to access only Quota tracking and maps (or any other combination)
Set the desired package for each user
Refine Permissions:
Choose the desired feature subset allowed to each user
- Additional permission layer is for Survey data, it uses the Studio longed loved security mechanism, for additional information refer to: https://support.dooblo.net/hc/en-us/articles/209245309-Using-the-SurveyToGo-Permissions-and-Security-Model
Comments
Please sign in to leave a comment.