Revision as of 14:36, 9 August 2017

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User management

The user management tool allows you do add additional administration users to LimeSurvey. We will call them in this chapter just 'users' . Do not confuse them with survey participants (respondents).

Create users

To create a new user, open the user management by clicking on Configuration(located on the main LimeSurvey toolbar) -> Manage survey administrators as shown below.

File:LimeSurveyBenuzerVerwaltung.jpg

Then, click on Add user button located on the top upper right of User control table. A new window will pop up, asking you to:

Enter the desired username into the text field Username.
Enter the email address into the text field Email. Please note that:
- If you don't want the user to receive the confirmation email with a link to the LimeSurvey installation, username, and password you can use your own email address to send the confirmation email to you. After that you can change the email address to the address of the user;
- LimeSurvey sends out a confirmation email to the address entered into the Email field. This email address will be used as the standard contact email address for surveys created by the respective user.
Enter the users full name into the textfield Full name. Please note that the full name entered here will be used as the standard contact person name for surveys created by this user.
Click Save to create the new user.

You have now your first user created. To find out more about setting user permissions, please continue reading further.

Manage users

As you can see below, there are four options under the Action column that allow you to:

edit the general aspects of a user - by clicking the pen symbol;
delete the user from the survey administrators database - by clicking the trash button;
set global permissions for a user - click the lock symbol;
set template permissions for a user - click the pen-and-lock symbol.

Edit user

You can use the pen symbol to edit a user.

You can set a new email address, full name and even change the password. If you have finished what you want to do, click Save.

Delete user

@@ Line 34: / Line 34: @@
 [[File:LimeSurveyBleistiftSymbol.jpg]]
+==Manage users==
-==Edit newly created users==
 As you can see below, there are four options under the '''Action''' column that allow you to:
 [[File:Edit users.png]]
-*edit the general aspects of a user;
+*edit the general aspects of a user - by clicking the pen symbol;
-*delete the user from the survey administrators database;
+*delete the user from the survey administrators database - by clicking the trash button;
-*set global permissions for a user;
+*set global permissions for a user - click the lock symbol;
-*set template permissions for a user.
+*set template permissions for a user - click the pen-and-lock symbol.
-===Edit users===<!--T:7-->
+===Edit user===<!--T:7-->
 <!--T:8-->
-You can use the pen symbol to edit a userː
+You can use the pen symbol to edit a user.
 <!--T:9-->
-You can set a new email address, full name and even change the password. If you have finished what you want to do click '''Save'''.
+You can set a new email address, full name and even change the password. If you have finished what you want to do, click '''Save'''.
-===Delete users=== <!--T:10-->
+===Delete user=== <!--T:10--
 <!--T:11-->
-To delete a user account simply click the trash button in the line with the user account that should be deleted and hit '''OK'''.
+To delete a user account, simply click the trash button in the line with the user account that should be deleted and hit '''OK'''.
 ===Set global permissions for a user=== <!--T:14-->
-{{Note|Global permissions apply to the whole LimeSurvey installation. If you want to set permissions only for a specific survey you can use the Survey permissions settings.}}
+{{Alert|Global permissions apply to the whole LimeSurvey installation. If you want to set permissions only for a specific survey you can use the [Manage users#Setting permissions for a single survey|survey permissions settings.}}
 <!--T:15-->
-To set global permissions for a user just click the lock symbol.
+To set global permissions for a user, click on the lock symbol.
 <!--T:16-->
 [[File:User_global_permission.png]]
+<!--T:65-->
+The system uses CRUD (Create, read, update and delete) like the [[Manage users#Setting permissions for a single survey|survey permission settings]]. If you check the first box, all the CRUD permissions for that row are automatically checked. To fine-tune a user's permissions, we strongly recommend to extend the view using the double-right arrowhead, located in the upper right corner of the matrix:
 <!--T:63-->
 [[File:User_global_permission_complete.png]]
-<!--T:65-->
-The system use CRUD (Create, read, update and delete) like the Survey permission settings. Checking the first input checks all the CRUD permission for that row. To fine-tune permission we strongly recommend to extend the view using the arrow button on top of the checkbox column.
 <!--T:17-->
-You can now add or remove the following permissions.
+You can now add or remove the following permissions:
 <!--T:66-->
@@ Line 134: / Line 131: @@
 '''Please note:''' An existing user account is required to set permissions for a single survey. If the account doesn't exist you have to create it first and then change the survey permissions. You don't have to apply any global rights to the user, it is just necessary that the user account itself exists.
-===Survey template permissions=== <!--T:29-->
+==Survey template permissions== <!--T:29-->
 <!--T:30-->

Manage users: Difference between revisions

From LimeSurvey Manual