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First login - your user preferences: Difference between revisions

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==First Login== <!--T:3-->
==First Login== <!--T:3-->
===With LimeSurvey Cloud=== <!--T:90-->


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To create your LimeSurvey site:
To create your LimeSurvey site:


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(1) Enter your site name.
(1) Enter your site name.


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(2) Choose a domain name from the dropdown menu.
(2) Choose a domain name from the dropdown menu.


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(3) Choose a server location.
(3) Choose a server location.


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(4) Click Save & Set Up LimeSurvey Site.
(4) Click Save & Set Up LimeSurvey Site.




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The process can take up to 20 seconds. When the process is complete, the window will close and you will be taken back to your account page.  
The process can take up to 20 seconds. When the process is complete, the window will close and you will be taken back to your account page.  




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You can now access your survey site by clicking View Survey Site at the top of the page.  
You can now access your survey site by clicking View Survey Site at the top of the page.  




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<center>[[File:AccountHomePage.png]]</center>
<center>[[File:AccountHomePage.png]]</center>


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==Change your password== <!--T:6-->
==Change your password== <!--T:6-->
In order to change your password, you can use the 'Forgot your password?' button located on the LimeSurvey administration authentication page.  
To change your password, use the ''Forgot your password?'' button located on the LimeSurvey administration login page.  




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After you have typed in the requested information, click on the "Check data" button. If the data is correct, you will receive an email with the necessary steps that need to be followed in order to reset your password.
After completing the required fields, click the ''Check data'' button. You will receive an email with the necessary steps that need to be followed in order to reset your password.


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Another option to change your password is to do it from within your profile. For that, you have to click on your user name located in the upper right part of the screen (on the main LimeSurvey toolbar) and select the ''Your Profile'' tab.
Another option to change your password is to do so from within your profile. Click your user name located in the upper right part of the screen (on the main LimeSurvey toolbar) and select the ''Your Profile'' tab.


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Click on the '''Change password''' buttonː
Click the '''Change password''' buttonː




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Type the current password, and the newly desired password twice. Then, save the new profile settings by clicking on the "Save" button located in the upper right part of the screen:
Type the current password, and the new password twice. Then, save the new profile settings by clicking '''Save''' located in the upper right part of the screen.




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If you have superadmin permissions and one of the users that helps you conduct the survey lost his/her username and password, you can help him/her reset his/her password. To do that, you have to access the '''User control panel''':
If you have superadmin permissions and one want to assist another user reset their password, you can do so by by using the ''User control panel''.




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Then, look at the ''Action'' column and click on the green pen button that corresponds to the respective user and change his or her password:
From the ''Action'' column click the green pen that corresponds to the respective user and change their password.




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<div class='simplebox'>[[File:help.png]] Check the wiki on [[Manage_users#User_management|the LimeSurvey user management functions]] for further information.</div>
<div class='simplebox'>[[File:help.png]] Check the wiki on [[Manage_users#User_management|the LimeSurvey user management functions]] for more information.</div>
 
 
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<hr width="50%" style="margin:auto">


===With LimeSurvey Cloud=== <!--T:99-->


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If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], you can also reset your password from your [https://www.limesurvey.org/your-account/your-limesurvey-profile LimeSurvey profile]. To do that, access your LimeSurvey profile and click on 'INSTALLATIONS' (under the Profile Menu). Look for the ''RESET PASSWORD NOW'' button that is located in an orange box. Click on it and a random password will be generated immediately.  
If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], you can also reset your password from your [https://www.limesurvey.org/your-account/your-limesurvey-profile LimeSurvey profile]. From your LimeSurvey profile, click ''INSTALLATIONS'' (under the Profile Menu). Look for the ''RESET PASSWORD NOW'' button located in an orange box. Click it and a random password will be generated immediately.  


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{{Alert|A couple of minutes are sometimes required for the password change to take effect - ca. 2 minutes.}}
{{Alert|It may take a few minutes for the changes to take effect - ca. 2 minutes.}}


=Your account preferences= <!--T:7-->
=Your account preferences= <!--T:7-->


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To change your user preferences, click on your username which is shown in the LimeSurvey main toolbar and then click on '''Your account'''.
To change your user preferences, click your username which is shown on the LimeSurvey main toolbar and then click '''Your account'''.




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<center>[[File:userprofile.png|frame]]</center>
<center>[[File:userprofile.png]]</center>




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Your account preferences toolbar contains four tabs:
Your account preferences toolbar contains four tabs:
*'''[[First_login_-_your_user_preferences#My profile|My profile]]''': It presents general details about your account;
*'''[[First_login_-_your_user_preferences#My profile|My profile]]''': General details about your account;
*'''[[First_login_-_your_user_preferences#My personal settings|My personal settings]]''': The user can pick up the interface languare and/or selected other LimeSurvey-related editing modes;
*'''[[First_login_-_your_user_preferences#My personal settings|My personal settings]]''': The user can choose the interface language and/or select other LimeSurvey-related editing modes;
*'''[[First_login_-_your_user_preferences#My personal menus|My personal menus]]'''{{NewIn|3.0}}: It presents a list with the survey menus created by the respective user;  
*'''[[First_login_-_your_user_preferences#My personal menus|My personal menus]]'''{{NewIn|3.0}}: A list with the survey menus created by the respective user;  
*'''[[First_login_-_your_user_preferences#My personal menu entries|My personal menu entries]]'''{{NewIn|3.0}}: It shows a list with those menu entries that were created by the user.
*'''[[First_login_-_your_user_preferences#My personal menu entries|My personal menu entries]]'''{{NewIn|3.0}}: A list with those menu entries that were created by the user.




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==My profile== <!--T:55-->
==My profile== <!--T:55-->
The following options may be found under this tab:
The following options are found under the ''My profile'' tab:
*'''Username''': once created, it cannot be changed from the LimeSurvey interface. We recommend to create another user name instead of editing the configuration of your LimeSurvey installation;
*'''Username''': Once created, it cannot be changed from the LimeSurvey interface. We recommend creating another user name instead of editing the configuration of your LimeSurvey installation;
*'''Email''': Type your newly desired e-mail and click on the 'Save' button to save the settings;
*'''Email''': Type your new e-mail and click the 'Save' button to save the settings;
*'''Full name''': It is the real name of the administrator;
*'''Full name''': The name of the administrator;
*'''Password''' & '''Repeat password''': If you want to change your password, type the newly desired password twice and click on the 'Save' button.
*'''Password''' & '''Repeat password''': If you want to change your password, type the new password twice and click the 'Save' button.


==My personal settings== <!--T:56-->
==My personal settings== <!--T:56-->
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*'''Template editor mode''': If 'full template editor' is selected, syntax highlighting will be used in the [[The template editor|LimeSurvey template editor]];  
*'''Template editor mode''': If 'full template editor' is selected, syntax highlighting will be used in the [[The template editor|LimeSurvey template editor]];  
*'''Date format''': chooses the default date format used in the administration interface.
*'''Date format''': chooses the default date format used in the administration interface.
*'''Show script field''': The script field is specially intended for entering JavaScript while editing questions. This setting controls if it should be shown or not.
*'''Directly show edit mode''': Indicates if edit mode should be shown by default when entering a question.
*'''Non-Numerical answer option prefix''': Prefix to be used for answer options. It should be non numerical. If the prefix is "AO", answer options would be, for example, "AO001".
*'''Non-Numerical subquestions prefix''': Prefix to be used for for subquestions. It should be non numerical. If the prefix is "SQ", answer options would be, for example, "SQ001".
*'''Lock question organizer in sidebar by default''': If the question organizer should be shown or hide in the side bar.
*'''Create example question group and question''': This setting specifies if an example question group and question should be created automatically after creating a new survey.


===Interface language=== <!--T:57-->
===Interface language=== <!--T:57-->
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<!--T15-->Some LimeSurvey setups hide or skip the login page to enable common authentication inside other applications. In this case, you won't have access to select the language. There is nothing to be worried about since you can change your language preference from your account preferences. Access your account preferences by clicking on your user name located in the upper right side of your browser and then on the ''Your account'' button. Now, click on '''Your personal settings''' tab and select your desired language from the dropdown list located under '''Interface language'''.
<!--T15-->Some LimeSurvey setups hide or skip the login page to enable common authentication inside other applications. In this case, you won't have access to select the language. However, you can change your language preference from your account preferences. Access your account preferences by clicking your user name located in the upper right side of your browser and then the ''Your account'' button. Next, click the '''Your personal settings''' tab and select your desired language from the dropdown list located under '''Interface language'''.




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<center>[[File:Selection 007.png]]</center>
<center>[[File:Selection 007.png]]</center>


===HTML editor mode=== <!--T:62-->
===HTML editor mode=== <!--T:62-->


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There is an '''HTML editor''' integrated into LimeSurvey. This tool will help you develop rich formatting for your surveys, groups, questions, and answer text; for tables, images, and so on.  But as this editor takes extra space on the screen and resources on the computer, it is not always desirable to use. Therefore, four options are provided by LimeSurvey: '''default''', '''inline HTML editor''' (selected by default), '''popup HTML editor''', and '''no HTML editor'''.
There is an '''HTML editor''' integrated into LimeSurvey. This tool will help you develop rich formatting for your surveys, groups, questions, and answer text; for tables, and images.  But as this editor takes extra space on the screen and resources on the computer, it is not always desirable to use. Therefore, four options are provided by LimeSurvey: '''default''', '''inline HTML editor''' (selected by default), '''popup HTML editor''', and '''no HTML editor'''.


====Default==== <!--T:63-->
====Default==== <!--T:63-->
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To make the system more convenient when you are switching between which editor you use, the last used editor before logout is recorded to your profile and will become the default at your next login.
When switching between which editor you use, the last used editor before logout is recorded in your profile and will become the default at your next login.


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If you want to paste HTML or Javascript code directly, you have to switch to the '''source code''' mode. This option is not available in your personal settings. However, it can be selected from the HTML editor menu.
If you want to paste HTML or Javascript code directly, you must switch to the '''source code''' mode. This option is not available in your personal settings. However, it can be selected from the HTML editor menu.




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You have to [[Global settings#Security|disable the ''Filter HTML for XSS'' setting]] in order to store code entered in the source code mode (or to have superadmin permissions).
You must [[Global settings#Security|disable the ''Filter HTML for XSS'' setting]] in order to store code entered in the source code mode (or to have superadmin permissions).




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====No HTML editor==== <!--T:67-->
====No HTML editor==== <!--T:67-->
If you would like not to have any HTML editor, select this option. You will be able to use only simple text in the surveys.  
If you do not want to use an HTML editor, select this option. You will be able to use only simple text in the surveys.  


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<center>[[File:DateTimeFormatSurvey.png]]</center>
<center>[[File:DateTimeFormatSurvey.png]]</center>


==My personal menus== <!--T:75-->
==My personal menus== <!--T:75-->

Revision as of 16:35, 25 August 2021

Other languages:

First Login

With LimeSurvey Cloud

After creating your LimeSurvey account, you will receive an email. This email contains the account activation link. Click the link to access your newly created account. Clicking the link takes you to your account on the LimeSurvey website.  

You need to create a survey site before you can start creating and managing online surveys. Log in to your account and click Create survey site.


Create survey site link:



To create your LimeSurvey site:

(1) Enter your site name.

(2) Choose a domain name from the dropdown menu.

(3) Choose a server location.

(4) Click Save & Set Up LimeSurvey Site.


The process can take up to 20 seconds. When the process is complete, the window will close and you will be taken back to your account page.


You can now access your survey site by clicking View Survey Site at the top of the page.



Account login page:

Sign in to your account using your LimeSurvey.org credentials:


0.75px


You are ready to start creating surveys.

Change your password

To change your password, use the Forgot your password? button located on the LimeSurvey administration login page.



After completing the required fields, click the Check data button. You will receive an email with the necessary steps that need to be followed in order to reset your password.

Another option to change your password is to do so from within your profile. Click your user name located in the upper right part of the screen (on the main LimeSurvey toolbar) and select the Your Profile tab.

Click the Change password buttonː



Type the current password, and the new password twice. Then, save the new profile settings by clicking Save located in the upper right part of the screen.




If you have superadmin permissions and one want to assist another user reset their password, you can do so by by using the User control panel.


File:LimeSurveyBenuzerVerwaltung.jpg


From the Action column click the green pen that corresponds to the respective user and change their password.



Check the wiki on the LimeSurvey user management functions for more information.

With LimeSurvey Cloud

If you use LimeSurvey Pro, you can also reset your password from your LimeSurvey profile. From your LimeSurvey profile, click INSTALLATIONS (under the Profile Menu). Look for the RESET PASSWORD NOW button located in an orange box. Click it and a random password will be generated immediately.

  It may take a few minutes for the changes to take effect - ca. 2 minutes.


Your account preferences

To change your user preferences, click your username which is shown on the LimeSurvey main toolbar and then click Your account.



Your account preferences toolbar contains four tabs:

  • My profile: General details about your account;
  • My personal settings: The user can choose the interface language and/or select other LimeSurvey-related editing modes;
  • My personal menus (New in 3.0 ): A list with the survey menus created by the respective user;
  • My personal menu entries (New in 3.0 ): A list with those menu entries that were created by the user.



My profile

The following options are found under the My profile tab:

  • Username: Once created, it cannot be changed from the LimeSurvey interface. We recommend creating another user name instead of editing the configuration of your LimeSurvey installation;
  • Email: Type your new e-mail and click the 'Save' button to save the settings;
  • Full name: The name of the administrator;
  • Password & Repeat password: If you want to change your password, type the new password twice and click the 'Save' button.

My personal settings

  • Interface language: The language of the Limesurvey administrative interface;
  • HTML editor mode: The inclusion of an integrated HTML editor;
  • Question type selector: If 'Full selector' option is chosen, then a question preview will be shown when selecting the type of a new question to be added into the survey;
  • Template editor mode: If 'full template editor' is selected, syntax highlighting will be used in the LimeSurvey template editor;
  • Date format: chooses the default date format used in the administration interface.
  • Show script field: The script field is specially intended for entering JavaScript while editing questions. This setting controls if it should be shown or not.
  • Directly show edit mode: Indicates if edit mode should be shown by default when entering a question.
  • Non-Numerical answer option prefix: Prefix to be used for answer options. It should be non numerical. If the prefix is "AO", answer options would be, for example, "AO001".
  • Non-Numerical subquestions prefix: Prefix to be used for for subquestions. It should be non numerical. If the prefix is "SQ", answer options would be, for example, "SQ001".
  • Lock question organizer in sidebar by default: If the question organizer should be shown or hide in the side bar.
  • Create example question group and question: This setting specifies if an example question group and question should be created automatically after creating a new survey.

Interface language

You can select the administrative language preference during log in by using the dropdown list as shown below. After a successful login, the LimeSurvey interface will change to the chosen language. The system will record this preference setting in your profile and make it the default for your next login.



Some LimeSurvey setups hide or skip the login page to enable common authentication inside other applications. In this case, you won't have access to select the language. However, you can change your language preference from your account preferences. Access your account preferences by clicking your user name located in the upper right side of your browser and then the Your account button. Next, click the Your personal settings tab and select your desired language from the dropdown list located under Interface language.


HTML editor mode

There is an HTML editor integrated into LimeSurvey. This tool will help you develop rich formatting for your surveys, groups, questions, and answer text; for tables, and images.  But as this editor takes extra space on the screen and resources on the computer, it is not always desirable to use. Therefore, four options are provided by LimeSurvey: default, inline HTML editor (selected by default), popup HTML editor, and no HTML editor.

Default

If the "default" option is selected, you will inherit the HTML editor mode selected by the superadminstrator from the global settings of the LimeSurvey installation.

Inline

In this case, the HTML editor is always used in-line on the page. It also represents the 'default' value.



Popup

The normal text editor is used, but the HTML editor is available as a pop-up option. You can always get to the HTML editor by clicking on the icon on the right of the normal text editor window as shown for the popup option below



Fullscreen (Obsolete since 3.0)

This option is available only for inline editor. It allows you to increase the size of the editor to fill the browser window and then decrease it back later. (Obsolete since 3.0)



When switching between which editor you use, the last used editor before logout is recorded in your profile and will become the default at your next login.

Please note that when editing answers and labels, the normal text editor (or 'Popup' mode) is always used because of the larger number of windows.

You can change the size of the HTML editor box by clicking on the bottom right corner of the editor.



Source code mode

If you want to paste HTML or Javascript code directly, you must switch to the source code mode. This option is not available in your personal settings. However, it can be selected from the HTML editor menu.



You must disable the Filter HTML for XSS setting in order to store code entered in the source code mode (or to have superadmin permissions).



No HTML editor

If you do not want to use an HTML editor, select this option. You will be able to use only simple text in the surveys.

Hint: Why not always choose the HTML Editor? Depending on your use of LimeSurvey, there may be many text boxes on a single page, each with a copy of the editor. For instance, when editing the email text for a survey invitation that is offered in 5 languages, you can then have a total of 20 inline HTML editors active on the page. Each instance takes a fair amount of resources and will likely cause issues on your browser. So, if you work with multiple language surveys, we recommend you stick with the normal text editor or 'Popup' setting.

Question type selector

Choose 'Full selector' to get a question type selector with preview and 'Simple selector' to get a plain select box. The 'default' option corresponds to the option selected in the global settings of the LimeSurvey installation.

Template editor mode

Three options are available: 'default', 'full template editor', and 'simple template editor'. Choose 'Full template editor' to get an enhanced editor (with syntax-highlighting) when editing survey templates and 'Simple template editor' to get a plain editor field. The 'default' option corresponds to the option selected in the global settings of the LimeSurvey installation.

For a more comprehensive presentation of our template editor, check the following wiki.

Date format

This setting sets the date format for your profile (e.g. when you browse the survey results or for other settings located in the administration panel). It does not affect the actual surveys.

When creating a date/time question, you can set the date/time format when you edit/add a question. After you have chosen the date/time question format, type in the desired format you would like to use in the boxes located under the Input and Display tabs. For extra information, hover the mouse over the heading of each box.


My personal menus

You can visualise here the customized menus that are available to you or the ones you created via the menu configuration option.

To start editing them, access the Menu configuration option located within the Configuration menu.

My personal menu entries

You can visualise here the customized menus entries that are available to you or the ones you created via the menu entries configuration option.

To edit them, you need to access the Menu entries configuration option located within the Configuration menu.

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