Managing Inquisium Users

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
A user is anyone who can use Cvent. Before adding a user, you first need to define what they'll be able to do. Once a user has been added, those with User Management rights can update their settings, including changing their password and what surveys they see.


Adding a User

1 Create a user role, if necessary. Every user must be assigned one (and only one) user role. This determines which features they can access within Cvent. By default, all accounts have one user role - Administrators, but you'll probably want to create another. After all, different users have different needs. Some may require all the bells and whistles to effectively manage your surveys, while others only have to glance at the occasional report.
User-added image
NOTE: Already added the roles you need? Skip to the next step.

Begin by clicking Admin in the top right. Hover over Users and, under Manage, click User Roles.
 
Click Create User Role. Name the role. In the Application Areas section, choose which areas the user role will have access to. This will determine which user permissions can be enabled for the user role. Click Next.
 
Determine if a user has no access, read-only access (when applicable), or full access for each set of rights. Not sure what a particular dropdown is referencing? Hover over the blue question mark next to each one for more details. Click Next to advance.

 
User-added image

Once you're done, click Finish.

2 Create a user group, if necessary. User groups are an efficient way of adjusting who can see what surveys.

 
NOTE: User groups are optional. If there won't be a lot of users in your account or each one will require unique visibility settings, skip to the next step.

Hover over Users and, under Manage, click User Groups.
 
Hover over Create, and click Account User Group. Name the user group and choose what existing items will be visible to any associated users.
 
Click Save, then Close.

3 Add a user. Hover over Users and, under Manage, click Users.
 
Click Create User. Specify what type of user this will be in the first dropdown. Your choices include:

User-added image
NOTE: The same email cannot belong to a report user and a portal user.

Your choice will affect what information is required. For example, only a username, password, email address, and name are needed­­ when adding a report user. The remainder of this step walks you through adding an account user.
 
Give them one less thing to remember and make the username their email address. Select the appropriate set of permissions in the User Role dropdown.

 
User-added image

Enter a first name, last name, and email address.

If applicable, select the user groups they should be associated to.
 
Spare the user extra clicks by designating the page they see upon logging in. In the Defaults section, use the dropdowns to select the tab and page.

 
User-added image

Set the default time zone for events this user creates by clicking the ellipsis (...) at the end of the time zone field. 
 
Click Next.

Establish which contact groups will be available to them by checking the appropriate boxes. Don't want this user seeing every survey in your account? In the Surveys section, make sure you switch "This user can view all surveys in this account" to No.

Click Next.

Establish which email addresses will be available to them by checking the appropriate boxes.
 
Click Finish.


Resetting Passwords

1 Access the User Details page. Although all users can reset their own password, there are times when you might have to do it for them. Click Admin in the top right. Hover over Users and, under Manage, click Users.

2 Create a temporary password. Hover over the User-added image to the right of the user, and click Change Password....
 
Enter a temporary password and click Save.

 
NOTE: For security's sake, ensure the user changes their password after logging in.


Associating Users to a Survey (Classic)

1 Access your survey's visibility settings. Just because someone has survey management rights, doesn't mean you want them managing every survey. By associating or disassociating a user, you can control exactly what surveys they will see.
 
Under Solutions at the top of the page, select Surveys, then your survey. Click Settings in the blue navigation bar. Under Section Links on the left, click Survey Administration.
 
The Survey Status tab opens by default. Click the neighboring tab, Visibility Settings.

2 Associate the user. Click Edit, then check the box next to the appropriate user.

User-added image

Click Save and the user will now be able to see this survey.
 

Associating Users to a Survey (New)

1 Access your survey's visibility settings. Just because someone has survey management rights, doesn't mean you want them managing every survey. By associating or disassociating a user, you can control exactly what surveys they will see.
 
Under Solutions at the top of the page, select Surveys (New), then open your survey. Hover over Settings and, under Configure, click Survey Visibility.
 
2 Associate the user. Click Edit, then, in the Users section, check the box next to the appropriate user.

User-added image

Click Save and the user will now be able to see this survey.
 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.