Managing Users, Surveyors and Groups

An organization represents your company’s private space in SurveyToGo. Once you register for a SurveyToGo account an organization is created for you with the name you specified as your company and you can see your organization name listed on the root node in the SurveyToGo Studio:

You should only register once per company and if you need to grant other people from your company access to SurveyToGo – just create users for them and send them the user details and organization name.

Only you and the users that you create have access to your organization. All the surveys that you will create will be created in your organization and cannot be accessed by anyone other than you and the users that you create.

You can also change the properties and contact details of your organization by right clicking on the organization node and clicking on the “Organization Properties”:

What are Organization Users and how do create a new one?

SurveyToGo includes 2 types of users:

• Organization users
• Surveyor users

Organization users are users that are in charge of managing customers, operations & projects and are not the ones performing the actual surveys in the field.

Surveyor users are users that are responsible for actually conducting the surveys in field. By default the surveyors do not have access to the Studio.

Both user types have a password and a user name and you can define as many users as needed of each type. You can also organize them into relevant groups for easier maintenance.

1. Step 1: Create organization user

2. Step 2: Adding multiple users

3. Step 3: Provide organization users with access to projects

4. Step 4: Create new groups of organization users

Step 1: Create organization user

To create an organization user you can either:

1. Open Users Management by double clicking on the 'Users' node under 'Studio Users & Groups' or by right clicking and selecting 'User Management':
   
   From the 'User Management' screen select the 'Create User' option:
   
2. Right click the 'Users' node under 'Studio Users & Groups' and select 'Create a new User':
   

Then, enter the details of the organization user in the window that opens:

You need to make sure you give out a user name and a password for each organization user that you create. Once you are done filling out the information click the 'Create' button.

** Surveyor users are added in the same manner, but using the 'Users' node under 'Surveyor Users & Groups'.

Step 2: Adding multiple users

Please view this link to see how you can add multiple users at once:

How to Create Multiple Users In a Bulk Action

Step 3: provide the organization users with access to projects?

After you define all the users of your organization, you can assign them to the projects to give them access to the project. To do this, right click on the project and choose “Security Settings”:

Setting the project security rights is explained here: https://support.dooblo.net/hc/en-us/articles/209245309-Using-the-SurveyToGo-Permissions-and-Security-Model

Step 4: create new groups of organization users?

Adding a new group of organization users is easy. You can either:

imple right click the “groups” node and select “create new group” option:

1. Open Groups Management by double clicking on the 'Groups' node under 'Studio Users & Groups':
   
   From the 'Groups Management' screen select the 'Add User' option:
   
2. Right click the 'Users' node under 'Studio Users & Groups' and select 'Create a new User':
   

This will open up the new group screen and will allow you to add members to this group. 

You can then associate this Group with the appropriate security permissions and those will be inherited to the group members.

This is explained in the following guide: https://support.dooblo.net/hc/en-us/articles/209245309-Using-the-SurveyToGo-Permissions-and-Security-Model

That’s it!