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Difference between revisions of "Administering LimeSurvey/en"

From LimeSurvey Manual

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=General=
 
=General=
To administrate your LimeSurvey installation, click on the '''Configuration''' button located on the top toolbar of LimeSurvey's main page:
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To administrate your LimeSurvey installation, click the '''Configuration''' button located in the top toolbar of the home page:
 +
 
  
 
<center>[[File:Configuration dialog.png]]</center>
 
<center>[[File:Configuration dialog.png]]</center>
 +
  
 
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]].
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=Settings tab=
 
=Settings tab=
  
This tab contains five options with which you can customize your LimeSurvey installation:
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This tab contains five options which can be used to 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]]
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*[[Menu entries configuration|Menu entries configuration]]
 
*[[Menu entries configuration|Menu entries configuration]]
  
<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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{{Box|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]].}}
 
 
=Users tab=
 
=Users tab=
  
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.
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The '''Users tab''' contains options related to user and participant management. You have the ability to offer different [[Manage users#Grant survey permissions to a user|survey]] and/or [[Manage users#Set global permissions for a user|global permissions]] to your employees/helpers by creating different [[Manage user groups|user groups]]. Creating user groups makes managing users with different permissions easier.  The [[Central Participant Database|central participant database (CPDB)]] contains survey participants who are allocated to more than one survey and/or 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>
 +
  
 
*[[Manage users|Manage survey administrators]]
 
*[[Manage users|Manage survey administrators]]
 
*[[Manage user groups|Create/edit user groups]]
 
*[[Manage user groups|Create/edit user groups]]
*[[Central participants database|Central participant database]]
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*[[Central Participant Database|Central participant database]]
  
{{Box|For more details on the three options, check [[Users|our wiki on users]].}}
 
 
=Advanced tab=
 
=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:
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Under this tab you will find options that are neither users- nor settings-related. The '''Advanced tab''' contains functionalities that you can use to enhance your survey or your LimeSurvey installation:
 +
 
 +
 
 
<center>[[File:Advanced_tab_configuration.png]]</center>
 
<center>[[File:Advanced_tab_configuration.png]]</center>
  
*[[Template editor|Template editor]]
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 +
*[[Theme editor|Theme editor]] (was ''Template editor'')
 
*[[Label sets|Manage label sets]]
 
*[[Label sets|Manage label sets]]
 
*[[Check data integrity|Check data integrity]]
 
*[[Check data integrity|Check data integrity]]
 
*[[Backup entire database|Backup entire database]]
 
*[[Backup entire database|Backup entire database]]
 
*[[ComfortUpdate|ComfortUpdate]]
 
*[[ComfortUpdate|ComfortUpdate]]
 
{{Box|For further details, read the [[Advanced LimeSurvey administration settings|wiki on the LimeSurvey's installation advanced settings]].}}
 

Latest revision as of 15:15, 9 July 2021

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General

To administrate your LimeSurvey installation, click the Configuration button located in the top toolbar of the home page:


Configuration dialog.png


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

Settings tab

This tab contains five options which can be used to customize your LimeSurvey installation:


Settings tab configuration.png


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


Users tab

The Users tab contains options related to user and participant management. You have the ability to offer different survey and/or global permissions to your employees/helpers by creating different user groups. Creating user groups makes managing users with different permissions easier. The central participant database (CPDB) contains survey participants who are allocated to more than one survey and/or are shared with other LimeSurvey survey administrators. Three options are located under the Users tab:


Users tab configuration.png


Advanced tab

Under this tab you will find options that are neither users- nor settings-related. The Advanced tab contains functionalities that you can use to enhance your survey or your LimeSurvey installation:


Advanced tab configuration.png