Allow contacts to become administrators
SurveyMars platform provides flexible administrator permission management features, allowing system administrators to control who can create and manage surveys within the organization. This feature enables both centralized management and self-service administrator assignment.
Feature Access
1. Navigate to the administrator management page
2. Locate the "Members can self-promote to admins" option in the bottom left corner
Creating Surveys as Administrator
1. Create and distribute a survey to contacts by emal or sms message.
2. The contacts accesses the homepage upon receiving the survey link.
3.Access the homepage's "To Participate/Already Participated，Click the "Create Surveys" button (only visible when the Members can self-promote to admins button be checked is enabled)
4. Click the "Create Survey" button to automatically register as the Survey-Creating Administrator and enter the survey creation page.
5.After successful registration, the role name will be displayed on the personal information page
6.Administrators will be granted the additional role of Survey-Creating Administrator .
7.If the email has already been registered, you will not be able to proceed with administrator registration when clicking the create button.
Adding Administrator in Contacts page
1. Go to the contachts page
2. When adding or editing a member, find the "Add as Survey-Creating Administrator" option in the bottom right corne
3. Once a contact is successfully added, you can view the new Survey-Creating Administrator in the administrator management panel.
Important Notes
- The administrator permission cannot be revoked once granted
- To remove administrator permissions, you must delete the administrator
- The maximum number of administrators is limited to 100
- Contact technical support if you need to exceed the administrator limit
- When a member becomes an administrator, their survey sending scope is automatically set to their department
FAQs
Q: What is the "Members can self-promote to admins" feature?
A: This feature allows system administrators to enable self-service administrator assignment, where members can automatically register as Survey-Creating Administrators when they access the survey homepage and click the "Create Surveys" button.
Q: How do I enable the self-promotion feature?
A: Navigate to the administrator management page and locate the "Members can self-promote to admins" option in the bottom left corner. Check this option to enable the feature.
Q: What happens when a contact becomes an administrator?
A: When a contact successfully registers as an administrator, they are granted the additional role of Survey-Creating Administrator. Their role name will be displayed on the personal information page, and their survey sending scope is automatically set to their department.
Q: Can I manually assign administrator permissions to contacts?
A: Yes, you can manually add administrators by going to the contacts page, finding the "Add as Survey-Creating Administrator" option when adding or editing a member, and checking this option in the bottom right corner.
Q: What if an email is already registered when trying to create a survey?
A: If the email has already been registered, you will not be able to proceed with administrator registration when clicking the create button. The system will display an error message indicating the email is already registered.
Q: Can administrator permissions be revoked once granted?
A: No, administrator permissions cannot be revoked once granted. To remove administrator permissions, you must delete the administrator entirely from the system.
Q: What is the maximum number of administrators allowed?
A: The maximum number of administrators is limited to 100. If you need to exceed this limit, you must contact technical support for assistance.
Q: How does the self-promotion process work?
A: The process involves: 1) Creating and distributing a survey to contacts, 2) Contacts accessing the homepage, 3) Clicking the "Create Surveys" button (visible when self-promotion is enabled), 4) Automatic registration as Survey-Creating Administrator, and 5) Access to the survey creation page.
Q: What role does a self-promoted administrator receive?
A: Self-promoted administrators receive the "Survey-Creating Administrator" role, which allows them to create and manage surveys within the platform while maintaining their existing member status.
Q: Where can I view newly added administrators?
A: Once a contact is successfully added as an administrator, you can view the new Survey-Creating Administrator in the administrator management panel, where all administrator roles and permissions are displayed.
