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