Some client users have access to User Admin on their reporting website, usually district or region managers and up. If you have that access, this article will show you how to add new users to your program (it also notes how Google Chrome's auto-fill feature can affect this and how to manage it), how to update users and reset their passwords, and add multi-site access. With this access, you can manage the users within your organization and not wait for someone to make these changes for you.
Adding New Users
| Within the reporting website, click User Admin under Admin on the blue navigation bar. | ||
| Select User Administration. | ||
| Choose the Add User tab to create a new user. | ||
| Username: Follow the same format as current users. Usernames may contain letters, numbers, @, and periods (.). Other special characters (such as &, $, +, etc.) are not supported in 360. |
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| Full Name: User’s first name and last name | ||
| Access Level: This is based on the user’s role and their position within the company | ||
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Unit ID: Select the appropriate units for the user’s access Multi-select by holding down the Ctrl key |
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| UserGroup: This will be based on their level within hierarchy For example, a UnitUser is someone who only needs access to one location. OpsUsers may be regional managers who oversee multiple locations. PowerUsers have access to the entire company. |
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| Enter the password and verify the password. Password needs at least one uppercase letter At least one lowercase letter At least one number At least one special character (e.g. #,$,&) Passwords cannot contain the user’s username |
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| Enter the user's email address and verify the email address (this field is required) |
Please Note
If you click the 'Add User' button and the popup has the username and password fields auto-populated with your own details. This is added to the Input form from the browser. When credentials are saved, Chrome recognizes fields based on parameters like field name, HTML input type, form label, etc. When this is entered the first time, it saves. You can disable this feature on your browser or simply remove the populated values and enter the details for the new account.
Here is some more information from Google concerning this: Manage passwords
Updating Users and Resetting Passwords
| Within the reporting website, click User Admin under Admin on the blue navigation bar. | ||
| Select the user that you would like to edit by clicking on any of the highlighted text. | ||
| Under Edit User, select or edit the information you would like to change, then click Submit. |
Adding Multi-Site Access
| Within the reporting website, click User Admin under Admin on the blue navigation bar. | ||
| Select the user that you would like to edit by clicking on any of the highlighted text. | ||
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Under Edit User, add the additional survey sources by checking the box next to the item in Project Access.
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| Using the Project drop-down arrow, select the newly added project and assign the user’s access (using the same access and unit level as the existing project). Submit |
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| If you do not see the additional Project needed under Project Access, reach out to your Account team for assistance. |
Comments
I do not have access to report builder
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