When creating a user, one of the first things you have to consider is whether this user will be a user or a collaborator type user.
A collaborator (currently app user) is a member of your organization you wish to keep up to date with the results of surveys. He may carry out questionnaires that have been specifically appointed to him and has only very limited access to the portal.
When a new user is created and is appointed the role of collaborator, the internal role linked to this user will automatically be that of a collaborator. All the other roles will be grayed out.
Using the my profile functionality, a collaborator can edit his or her profile page and check up on recent notifications in the user management section, but he may not access other accounts.
Using the forms and checklists or project planning section, a collaborator can carry out questionnaires that have been appointed to him, but not create or edit them himself.
Using the dashboard section, a collaborator can view the results of his department he has been granted access to, filter and take action or follow up on results if needed.
- I am a collaborator and think there’s something wrong with the questionnaire, how can I correct this?
You can’t do this yourself. The impact of changing the questionnaire may not only affect your department. The best thing you can do is contact your manager or an admin and place a request or make a suggestion via the notifications option.
- I am a store manager and have been appointed the collaborator user type. Because of my job function within the company I need to be able to perform more actions. Can I get another internal role assigned to me?
I’m sorry, you can’t. A collaborator type user is automatically linked to the limited collaborator type role. If you need to enter or edit a characteristics form, a collaborator can be appointed group manager of a certain group, but that’s about it. If you feel you should be able to access more functionalities, please contact your project manager and drop him a notification.