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Administering LimeSurvey: Difference between revisions

From LimeSurvey Manual

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=General=
=General= <!--T:2-->
To administrate your LimeSurvey installation, click on the '''Configuration''' button located on the top toolbar of LimeSurvey's main page:
To administrate your LimeSurvey installation, click on the '''Configuration''' button located on the top toolbar of LimeSurvey's main page:


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<center>[[File:Configuration dialog.png]]</center>
<center>[[File:Configuration dialog.png]]</center>


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The menu contains three tabs: [[Administering LimeSurvey#Settings tab|settings]], [[Administering LimeSurvey#Users tab|users]], and [[Administering LimeSurvey#Advanced tab|advanced]].
The menu contains three tabs: [[Administering LimeSurvey#Settings tab|settings]], [[Administering LimeSurvey#Users tab|users]], and [[Administering LimeSurvey#Advanced tab|advanced]].


=Settings tab=
=Settings tab= <!--T:5-->


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This tab contains five options with which you can customize your LimeSurvey installation:
This tab contains five options with which you can customize your LimeSurvey installation:
<center>[[File:Settings tab configuration.png]]</center>
<center>[[File:Settings tab configuration.png]]</center>


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*[[Home page settings|Home page settings]]
*[[Home page settings|Home page settings]]
*[[Global settings|Global settings]]
*[[Global settings|Global settings]]
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*[[Menu entries configuration|Menu entries configuration]]
*[[Menu entries configuration|Menu entries configuration]]


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<div class="simplebox">[[File:help.png]] '''Hint:''' Setting file permissions is especially important in order to secure configuration files holding critical data such as passwords.</div>
<div class="simplebox">[[File:help.png]] '''Hint:''' Setting file permissions is especially important in order to secure configuration files holding critical data such as passwords.</div>


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You can also customize your LimeSurvey installation from config.php. For more details, read our wiki on [[Optional settings|LimeSurvey optional settings]].
You can also customize your LimeSurvey installation from config.php. For more details, read our wiki on [[Optional settings|LimeSurvey optional settings]].


{{Box|For a more in-depth description of the options presented above, read the [[Settings|wiki dedicated to the '''Settings''' tab]].}}
{{Box|For a more in-depth description of the options presented above, read the [[Settings|wiki dedicated to the '''Settings''' tab]].}}
=Users tab=
=Users tab= <!--T:10-->


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The '''Users tab''' contains options related to the users and participants' management. If wish to offer different [[Manage users#Grant survey permissions to a user|survey]] or/and [[Manage users#Set global permissions for a user|global permissions]] to your employees/helpers, you have to create users to whom you allocate their specific permissions. For an easy management, the users can be grouped into [[Manage user groups|user groups]]. The [[Central participants database|central participant database (CPDB)]] incorporates contains survey participants who are allocated to more than one survey or/and are shared with other LimeSurvey survey administrators.
The '''Users tab''' contains options related to the users and participants' management. If wish to offer different [[Manage users#Grant survey permissions to a user|survey]] or/and [[Manage users#Set global permissions for a user|global permissions]] to your employees/helpers, you have to create users to whom you allocate their specific permissions. For an easy management, the users can be grouped into [[Manage user groups|user groups]]. The [[Central participants database|central participant database (CPDB)]] incorporates contains survey participants who are allocated to more than one survey or/and are shared with other LimeSurvey survey administrators.
Three options are located under the '''Users tab''':
Three options are located under the '''Users tab''':
<center>[[File:Users tab configuration.png]]</center>
<center>[[File:Users tab configuration.png]]</center>


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*[[Manage users|Manage survey administrators]]
*[[Manage users|Manage survey administrators]]
*[[Manage user groups|Create/edit user groups]]
*[[Manage user groups|Create/edit user groups]]
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{{Box|For more details on the three options, check [[Users|our wiki on users]].}}
{{Box|For more details on the three options, check [[Users|our wiki on users]].}}
=Advanced tab=
=Advanced tab= <!--T:13-->


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You may find under this tab options that are nor users- or settings-related. They contain functionalities that could help you improve your survey or your LimeSurvey installation. These functionalities are:
You may find under this tab options that are nor users- or settings-related. They contain functionalities that could help you improve your survey or your LimeSurvey installation. These functionalities are:
<center>[[File:Advanced_tab_configuration.png]]</center>
<center>[[File:Advanced_tab_configuration.png]]</center>


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*[[Template editor|Template editor]]
*[[Template editor|Template editor]]
*[[Label sets|Manage label sets]]
*[[Label sets|Manage label sets]]
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*[[ComfortUpdate|ComfortUpdate]]
*[[ComfortUpdate|ComfortUpdate]]


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{{Box|For further details, read the [[Advanced LimeSurvey administration settings|wiki on the LimeSurvey's installation advanced settings]].}}
{{Box|For further details, read the [[Advanced LimeSurvey administration settings|wiki on the LimeSurvey's installation advanced settings]].}}


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Revision as of 15:49, 11 September 2017

General

To administrate your LimeSurvey installation, click on the Configuration button located on the top toolbar of LimeSurvey's main page:

The menu contains three tabs: settings, users, and advanced.

Settings tab

This tab contains five options with which you can customize your LimeSurvey installation:

Hint: Setting file permissions is especially important in order to secure configuration files holding critical data such as passwords.

You can also customize your LimeSurvey installation from config.php. For more details, read our wiki on LimeSurvey optional settings.

For a more in-depth description of the options presented above, read the wiki dedicated to the Settings tab.

Users tab

The Users tab contains options related to the users and participants' management. If wish to offer different survey or/and global permissions to your employees/helpers, you have to create users to whom you allocate their specific permissions. For an easy management, the users can be grouped into user groups. The central participant database (CPDB) incorporates contains survey participants who are allocated to more than one survey or/and are shared with other LimeSurvey survey administrators. Three options are located under the Users tab:

For more details on the three options, check our wiki on users.

Advanced tab

You may find under this tab options that are nor users- or settings-related. They contain functionalities that could help you improve your survey or your LimeSurvey installation. These functionalities are: