Dooblo Insights Permissions Guide

 

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.

 

Steps

  1. Upgrade your STG studio version
  2. Set permissions for users
  3. Access Dooblo Insights

1. Upgrade your Studio, Android and IOS applications

Browse to "My SurveyToGo Account -> Version Management"

Click on "Upgrade"

    1. Studio version: 1.32.638
    2. Android version: 1.32.582
    3. IOS version: 1.32.582Stuio_version.png

Set "Is Mandatory" = true

Android_version_upgrade.png

After finishing the upgrade: versions_-_after_upgrading.png

 

Reopen Studio 

After upgrading and reopening the studio, a new section will be added called: My SurveyToGo Account -> STG Insights management.

Studio_with_new_STG_insights_mgmt_option.png

 

2. Set Permissions

Insights user are studio user with increase permissions, there are 2 layers of permissions relevant for Insights.

  1. Insights features
  2. 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)  

SetPermissionsNew.png

Set the desired package for each user

 

Refine Permissions:

RefinePemissionsNew.png

Choose the desired feature subset allowed to each user

 

3. log in to Dooblo Insights

https://insights.dooblo.net/ 

Insight_log_in_page.png

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