Actions

First login - your user preferences/fr: Difference between revisions

From LimeSurvey Manual

(Updating to match new version of source page)
(Updating to match new version of source page)
(4 intermediate revisions by the same user not shown)
Line 1: Line 1:
<languages />
<languages />
==First Login==
<div class="mw-translate-fuzzy">
==Connection==
</div>


You have just finished installing LimeSurvey or you are a new (administrative) user given access to create, edit or view a survey or its results. The first thing to be done is to '''log in''' to the '''administrative panel''' of LimeSurvey. 
<div class="mw-translate-fuzzy">
Vous venez de terminer l'installation de LimeSurvey ou vous êtes un nouvel administrateur auquel on a accordé le droit de créer, editer ou visionner un questionnaire ou ses résultats. Votre premier acte est de vous connecter à l'interface d'administration de LimeSurvey. Visitez l'URL utilisée pour installer votre questionnaire ou celui que votre administrateur vous a fourni pour accéder au questionnaire.
</div>


Visit the URL used for your survey installation or the one provided by your administrator to access the survey.
Visit the URL used for your survey installation or the one provided by your administrator to access the survey.
Line 8: Line 12:
{{Hint|Text=If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], you can find the administration URL in the '''Installations''' dialog, which is located in the ''Profile Menu'' of your [https://www.limesurvey.org/your-account/your-limesurvey-profile LimeSurvey user account].}}  
{{Hint|Text=If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], you can find the administration URL in the '''Installations''' dialog, which is located in the ''Profile Menu'' of your [https://www.limesurvey.org/your-account/your-limesurvey-profile LimeSurvey user account].}}  


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


<div class="simplebox">'''Note''': If your survey URL looks like '''http://example.com/surveys/''', then an administrative user can access the login screen by adding '''admin/''' to the URL to this form '''http://example.com/surveys/admin/'''. If all you have is the URL to take the survey, say '''http://example.com/survey/index.php?sid=27352''', then remove ''/index.php?...'' and add the '''admin/''' trailer.</div>
<center>[[File:LimeSurvey Pro - your installation settings.png]]</center>
 
 
<div class="mw-translate-fuzzy">
<div class="simplebox">'''Note''': Si vos questionnaires sont localisés à l'URL '''http://mysurvey.com/surveys/''', alors un utilisateur administrateur peut accéder à l'écran de login en ajoutant '''admin/''' à l'URL formant ainsi une URL de la forme '''http://mysurvey.com/surveys/admin/'''. Si tout ce que vous avez est l'URL pour participer au questionnaire, i.e.'''http://mysurvey.com/survey/index.php?sid=27352''', alors supprimez la fin de l'URL et ajouter  le suffixe  '''admin/'''.</div>
</div>


In order to log in to your LimeSurvey installation, you will have to provide your user credentials:
In order to log in to your LimeSurvey installation, you will have to provide your user credentials:
<center>[[File:LoginPage.png|0.75px]]</center>
<center>[[File:LoginPage.png|0.75px]]</center>


{{Box|If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], the credentials are those used by you when you created your [https://www.limesurvey.org LimeSurvey account].}}
{{Box|If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], the credentials are those used by you when you created your [https://www.limesurvey.org LimeSurvey account].}}


==Change your password==
<div class="mw-translate-fuzzy">
In order to change your password, you can use the 'Forgot your password?' button located on the LimeSurvey administration authentication page.  
==Changer votre mot de passe==
Pour changer votre mot de passe, vous devez cliquer sur la clef [[File:security.png]].
Là vous pourrez  [[Manage users]].
Vous pouvez changer votre mot de passe, votre mail et votre nom.
</div>
 


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


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 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.


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


<center>[[File:Profilechangepassword.png|0.70px]]</center>
Click on the '''Change password''' buttonː
 
 
<center>[[File:Profilechangepassword.png]]</center>
 
 
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:
 
 
<center>[[File:Forgotpassword_3.png]]</center>
 
 
<hr width="50%" style="margin:auto">
 


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 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''':


<center>[[File:LimeSurveyBenuzerVerwaltung.jpg]]</center>
<center>[[File:LimeSurveyBenuzerVerwaltung.jpg]]</center>


Then, click on the green pen button that corresponds to the respective user and change his password. Check the wiki on [[Manage_users#User_management|the LimeSurvey user management functions]] for further information.
 
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:
 
 
<center>[[File:LimeSurveyBleistiftSymbol.jpg]]</center>
 
 
<div class='simplebox'>[[File:help.png]] Check the wiki on [[Manage_users#User_management|the LimeSurvey user management functions]] for further information.</div>
 
 
<hr width="50%" style="margin:auto">
 


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]. 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.  
Line 39: Line 80:
{{Alert|A couple of minutes are sometimes required for the password change to take effect - ca. 2 minutes.}}
{{Alert|A couple of minutes are sometimes required for the password change to take effect - ca. 2 minutes.}}


=Your account preferences=
<div class="mw-translate-fuzzy">
=Accès à vos préférences=
</div>
 
<div class="mw-translate-fuzzy">
Pour modifier vos préférences, cliquer sur votre nom d'utilisateur au dessus de la barre d'outils principale.
</div>
 
 
<div class="mw-translate-fuzzy">
<center>[[File:userprofile.png]]</center>
</div>


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


<center>[[File:userprofile.png|frame]]</center>
<div class="mw-translate-fuzzy">
Un utilisateur Limesurvey administrateur a plusieurs propriétés associées à son profil:
* La langue de la partie administrative de LimeSurvey
* Le choix de l'éditeur HTML
* Le format de dates utilisé dans la partie Administrative.
</div>


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


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


==Your profile==
 
==My profile==
The following options may be found under this tab:
The following options may be found under this 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 to create another user name instead of editing the configuration of your LimeSurvey installation;
Line 60: Line 112:
*'''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 newly desired password twice and click on the 'Save' button.


==Your personal settings==
==My personal settings==
*'''Interface language''': The language of the Limesurvey administrative interface;
*'''Interface language''': The language of the Limesurvey administrative interface;
*'''HTML editor mode''': The inclusion of an integrated HTML editor;
*'''HTML editor mode''': The inclusion of an integrated HTML editor;
Line 68: Line 120:


===Interface language===
===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.
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.


<center>[[File:login language.png]]</center>
<center>[[File:login language.png]]</center>


<!--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. 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'''.


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


===HTML editor mode===
===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, 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'''.
<div class="mw-translate-fuzzy">
Il y a un '''éditeur HTML''' intégré à LimeSurvey. Cet outil vous aide à intégrer des formats spécifiques à vos enquêtes, groupes, questions et texte des réponses. Cependant vous pouvez être amené à désactiver cet éditeur (espace sur l'écran, économie des ressources sur l'ordinateur, préférences personnelles ...). Vous pouvez choisir si l'éditeur HTML apparait en ligne, dans une fenêtre popup ou pas du tout.
</div>


====Default====
====Default====
Line 85: Line 144:
If the "default" option is selected, you will inherit the HTML editor mode selected by the superadminstrator from the [[Global settings#General|global settings]] of the LimeSurvey installation.
If the "default" option is selected, you will inherit the HTML editor mode selected by the superadminstrator from the [[Global settings#General|global settings]] of the LimeSurvey installation.


====Inline====
<div class="mw-translate-fuzzy">
In this case, the '''HTML editor''' is always used in-line on the page. It also represents the 'default' value.
==='''Inline'''===
L' '''éditeur HTML''' est toujours utilisé en ligne sur la page.
</div>
 
 
<div class="mw-translate-fuzzy">
[[File:InlineMode1.PNG]]
</div>
 


<center>[[File:InlineMode1.PNG]]</center>
<div class="mw-translate-fuzzy">
==='''Popup'''===
L'éditeur de texte normal est utilisé mais l''''éditeur HTML''' est disponible en tant que pop-up..
</div>


====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


<center>[[File:Popup1.PNG]]</center>
<center>[[File:Popup1.PNG]]</center>


=====Fullscreen{{ObsoleteIn|3.0}}=====
=====Fullscreen{{ObsoleteIn|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.{{ObsoleteIn|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.{{ObsoleteIn|3.0}}


<center>[[File:InlineMode2.PNG]]</center>
<center>[[File:InlineMode2.PNG]]</center>


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.
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.
Line 106: Line 177:


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


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


====Source code mode====
====Source code mode====


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 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.


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


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 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).


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


====No HTML editor====
====No HTML editor====
Line 139: Line 216:


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.
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.


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


==Your personal menus==
''More details have to be provided. If you would like to contribute to this wiki, [https://manual.limesurvey.org/index.php?title=Special:UserLogin&returnto=LimeSurvey+Manual join us] and become a LimeSurvey wiki contributor.''


==Your personal menu entries==
==My personal menus==
''More details have to be provided. If you would like to contribute to this wiki, [https://manual.limesurvey.org/index.php?title=Special:UserLogin&returnto=LimeSurvey+Manual join us] and become a LimeSurvey wiki contributor.''
 
You can visualise here the customized menus that are available to you or the ones you created via the [[Menu configuration|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|menu entries configuration option]].
 
To edit them, you need to access the '''Menu entries configuration''' option located within the '''Configuration''' menu.

Revision as of 21:05, 25 October 2018

Vous venez de terminer l'installation de LimeSurvey ou vous êtes un nouvel administrateur auquel on a accordé le droit de créer, editer ou visionner un questionnaire ou ses résultats. Votre premier acte est de vous connecter à l'interface d'administration de LimeSurvey. Visitez l'URL utilisée pour installer votre questionnaire ou celui que votre administrateur vous a fourni pour accéder au questionnaire.

Visit the URL used for your survey installation or the one provided by your administrator to access the survey.

 Hint: If you use LimeSurvey Pro, you can find the administration URL in the Installations dialog, which is located in the Profile Menu of your LimeSurvey user account.



Note: Si vos questionnaires sont localisés à l'URL http://mysurvey.com/surveys/, alors un utilisateur administrateur peut accéder à l'écran de login en ajoutant admin/ à l'URL formant ainsi une URL de la forme http://mysurvey.com/surveys/admin/. Si tout ce que vous avez est l'URL pour participer au questionnaire, i.e.http://mysurvey.com/survey/index.php?sid=27352, alors supprimez la fin de l'URL et ajouter le suffixe admin/.

In order to log in to your LimeSurvey installation, you will have to provide your user credentials:


0.75px


If you use LimeSurvey Pro, the credentials are those used by you when you created your LimeSurvey account.


Changer votre mot de passe

Pour changer votre mot de passe, vous devez cliquer sur la clef . Là vous pourrez Manage users. Vous pouvez changer votre mot de passe, votre mail et votre nom.



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.

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.

Click on the Change password buttonː



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:





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:


File:LimeSurveyBenuzerVerwaltung.jpg


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:



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




If you use LimeSurvey Pro, you can also reset your password from your 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.

  A couple of minutes are sometimes required for the password change to take effect - ca. 2 minutes.


Accès à vos préférences

Pour modifier vos préférences, cliquer sur votre nom d'utilisateur au dessus de la barre d'outils principale.



Un utilisateur Limesurvey administrateur a plusieurs propriétés associées à son profil:

  • La langue de la partie administrative de LimeSurvey
  • Le choix de l'éditeur HTML
  • Le format de dates utilisé dans la partie Administrative.



My profile

The following options may be found under this 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;
  • Email: Type your newly desired e-mail and click on the 'Save' button to save the settings;
  • Full name: It is the real 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.

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.

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. 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.



HTML editor mode

Il y a un éditeur HTML intégré à LimeSurvey. Cet outil vous aide à intégrer des formats spécifiques à vos enquêtes, groupes, questions et texte des réponses. Cependant vous pouvez être amené à désactiver cet éditeur (espace sur l'écran, économie des ressources sur l'ordinateur, préférences personnelles ...). Vous pouvez choisir si l'éditeur HTML apparait en ligne, dans une fenêtre popup ou pas du tout.

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

L' éditeur HTML est toujours utilisé en ligne sur la page.



Popup

L'éditeur de texte normal est utilisé mais l'éditeur HTML est disponible en tant que pop-up..



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)



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.

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 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.



You have to 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 would like not to have any 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.