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==Primeiro Login==
==Primeiro Login==


===With LimeSurvey Cloud===
<div class="mw-translate-fuzzy">
Você acabou de instalar o LimeSurvey ou é um novo usuário (administrativo) que tem acesso para criar, editar ou visualizar um questionário ou seus resultados. A primeira coisa a fazer é '''logar''' no '''painel administrativo''' do LimeSurvey.
Você acabou de instalar o LimeSurvey ou é um novo usuário (administrativo) que tem acesso para criar, editar ou visualizar um questionário ou seus resultados. A primeira coisa a fazer é '''logar''' no '''painel administrativo''' do LimeSurvey.
</div>


<div class="mw-translate-fuzzy">
Visite o URL usado para a instalação do questionário ou o fornecido pelo administrador para acessar a pesquisa.
Visite o URL usado para a instalação do questionário ou o fornecido pelo administrador para acessar a pesquisa.
</div>


{{Hint|Text=Se você usar o [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], você poderá encontrar o URL de administração na caixa de diálogo '''Instalações''', localizada no Menu ''Perfil'' da sua [https://www.limesurvey.org/your-account/your-limesurvey-profile conta de usuário LimeSurvey].}}


<div class="mw-translate-fuzzy">
{{Hint|Text=Se você usar o [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], você poderá encontrar o URL de administração na caixa de diálogo '''Instalações''', localizada no Menu ''Perfil'' da sua [https://www.limesurvey.org/your-account/your-limesurvey-profile conta de usuário LimeSurvey].}}
</div>


<div class="mw-translate-fuzzy">
<center>[[File:LimeSurvey Pro - your installation settings.png]]</center>
<center>[[File:LimeSurvey Pro - your installation settings.png]]</center>
</div>
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.
<center>[[File:AccountHomePage.png]]</center>
<div class="mw-translate-fuzzy">
<div class="simplebox">'''Nota''': Se o URL do seu questionário se parece com '''http://example.com/surveys/''', então um usuário administrativo pode acessar a tela de login adicionando '''admin/''' ao URL deste formulário '''http://example.com/surveys/admin/'''. Se tudo o que você tem é o URL para entrar no questionário, If all you have is the URL to take the survey, quer dizer '''http://example.com/survey/index.php?sid=27352''', então remova ''/index.php?...'' e acrescente a terminação '''admin/'''.</div>
<div class="simplebox">'''Nota''': Se o URL do seu questionário se parece com '''http://example.com/surveys/''', então um usuário administrativo pode acessar a tela de login adicionando '''admin/''' ao URL deste formulário '''http://example.com/surveys/admin/'''. Se tudo o que você tem é o URL para entrar no questionário, If all you have is the URL to take the survey, quer dizer '''http://example.com/survey/index.php?sid=27352''', então remova ''/index.php?...'' e acrescente a terminação '''admin/'''.</div>
</div>


<div class="mw-translate-fuzzy">
Para fazer login na sua instalação do LimeSurvey, você precisará fornecer suas credenciais de usuário:
Para fazer login na sua instalação do LimeSurvey, você precisará fornecer suas credenciais de usuário:
</div>




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<div class="mw-translate-fuzzy">
{{Box|Se você usa o [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], as credenciais são aquelas usadas por você quando você criou a sua [https://www.limesurvey.org conta do LimeSurvey].}}
{{Box|Se você usa o [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], as credenciais são aquelas usadas por você quando você criou a sua [https://www.limesurvey.org conta do LimeSurvey].}}
</div>


==Altere sua senha==
==Altere sua senha==
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<div class="mw-translate-fuzzy">
Digite a senha atual e a nova senha desejada duas vezes. Em seguida, salve as novas configurações de perfil clicando no botão "Salvar" localizado na parte superior direita da tela:
Digite a senha atual e a nova senha desejada duas vezes. Em seguida, salve as novas configurações de perfil clicando no botão "Salvar" localizado na parte superior direita da tela:
</div>




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<div class="mw-translate-fuzzy">
Se você tiver permissões de superadministrador e um dos usuários que o ajuda perder o nome de usuário e a senha, você poderá ajudá-lo a redefinir sua senha. Para fazer isso, você precisa acessar o '''Painel de controle do usuário''':
Se você tiver permissões de superadministrador e um dos usuários que o ajuda perder o nome de usuário e a senha, você poderá ajudá-lo a redefinir sua senha. Para fazer isso, você precisa acessar o '''Painel de controle do usuário''':
</div>




<center>[[File:LimeSurveyBenuzerVerwaltung.jpg]]</center>
<div class="mw-translate-fuzzy">
<center>[[File:LimeSurveyMenuUserManagement.png]]</center>
</div>




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:  
<div class="mw-translate-fuzzy">
Em seguida, olhe para a coluna ''Ação'' e clique no botão da caneta verde que corresponde ao respectivo usuário e altere sua senha:
</div>




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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]] Verifique o wiki em [[Manage_users/pt-br#Gerenciamento de usuários|funções de gerenciamento de usuários do LimeSurvey]] para mais informações.</div>


===With LimeSurvey Cloud===


<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]. 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.


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


=Your account preferences=
=Your account preferences=


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'''.




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




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==
==My profile==
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==
==My personal settings==
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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===
===Interface language===
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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'''.




<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'''.
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====
====Default====
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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.


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.
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.
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====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 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====
====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.  
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.  


<div class="simplebox">'''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.</div>
<div class="simplebox">'''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.</div>
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<center>[[File:DateTimeFormatSurvey.png]]</center>
<center>[[File:DateTimeFormatSurvey.png]]</center>


==My personal menus==
==My personal menus==

Latest revision as of 15:37, 24 June 2022

Primeiro Login

With LimeSurvey Cloud

Você acabou de instalar o LimeSurvey ou é um novo usuário (administrativo) que tem acesso para criar, editar ou visualizar um questionário ou seus resultados. A primeira coisa a fazer é logar no painel administrativo do LimeSurvey.

Visite o URL usado para a instalação do questionário ou o fornecido pelo administrador para acessar a pesquisa.


 Hint: Se você usar o LimeSurvey Pro, você poderá encontrar o URL de administração na caixa de diálogo Instalações, localizada no Menu Perfil da sua conta de usuário LimeSurvey.



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.



Nota: Se o URL do seu questionário se parece com http://example.com/surveys/, então um usuário administrativo pode acessar a tela de login adicionando admin/ ao URL deste formulário http://example.com/surveys/admin/. Se tudo o que você tem é o URL para entrar no questionário, If all you have is the URL to take the survey, quer dizer http://example.com/survey/index.php?sid=27352, então remova /index.php?... e acrescente a terminação admin/.

Para fazer login na sua instalação do LimeSurvey, você precisará fornecer suas credenciais de usuário:


0.75px


Se você usa o LimeSurvey Pro, as credenciais são aquelas usadas por você quando você criou a sua conta do LimeSurvey.

Altere sua senha

Para alterar sua senha, você pode usar a opção 'Esqueceu a sua senha?' localizada na página de autenticação da administração do LimeSurvey.



Depois de ter digitado as informações solicitadas, clique no botão "Verificar dados". Se os dados estiverem corretos, você receberá um e-mail com as etapas necessárias que precisam ser seguidas para redefinir sua senha.

Outra opção para alterar sua senha é fazer isso de dentro do seu perfil. Para isso, você tem que clicar no seu nome de usuário localizado na parte superior direita da tela (na barra de ferramentas principal do LimeSurvey) e selecionar a aba Seu Perfil.

Clique no botão Alterar senha:



Digite a senha atual e a nova senha desejada duas vezes. Em seguida, salve as novas configurações de perfil clicando no botão "Salvar" localizado na parte superior direita da tela:





Se você tiver permissões de superadministrador e um dos usuários que o ajuda perder o nome de usuário e a senha, você poderá ajudá-lo a redefinir sua senha. Para fazer isso, você precisa acessar o Painel de controle do usuário:



Em seguida, olhe para a coluna Ação e clique no botão da caneta verde que corresponde ao respectivo usuário e altere sua senha:



Verifique o wiki em funções de gerenciamento de usuários do LimeSurvey para mais informações.

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.