User Management
Summary
This document provides instructions for administrators to create new users in the Qualetics portal. The process involves accessing the Users screen, clicking on "+ Create User," filling in the required fields, and clicking the Create User button. The new user will be added to the user list on the Users screen. Different levels of user access are possible, with admin users having full access and general users having limited access that requires assigned insights.
Any Administrator in the Qualetics portal can create additional users. See the steps below to create a new user.
In the top navigation, Go to Admin > Users
The Users screen should display a list of users already created. If no users were previously created, an empty list will be displayed.
To create a new user, click on the "+ Create User" button at the top of the screen. Doing so will launch a pop-up screen which will display the fields to enter for creating a new user.
Once the details are entered correctly and the Create User button is clicked, the user account is created and a Success message is displayed as below.
Upon creation of the user, the user is displayed in the user list on the Users screen.
- Users can be created at the parent level under All Clients or under each individual Client account
- Admin users will have access to all insights and functionality
- General users will have limited access
- Insights will need to be assigned for General users. For details on how to assign insights, check Assign Insights
