Accounts and User Types
In this article:
- Introducing the Account page.
- Applying Admin, Standard, and Limited user status levels.
- Assigning and managing multiple Templates.
- Inviting Standard and Limited users to Templates.
- Signing out of a Delighted account.
Suggested next article: Pricing Plans and Billing
Introducing the Account page
Click the Account button to open the Account page — your portal to a host of security and administrative actions.
To start, we'll highlight four actions solely reserved for Admins, including:
|1||Plans and billing||Tracking payments and selecting upgrade options|
|2||Users||Applying user status and project settings|
|3||Sending domain||Sending from your company’s domain to extend your branding|
|4||Data retention policy||Setting options to delete responses and/or to anonymize your data outside of a specific time window|
Applying Admin, Standard, and Limited user status levels
In Templates, there are three user access levels — Admin, Standard, and Limited. A level is assigned as a new user is invited to join one or more Delighted Templates. Assigning access rights to users is important from both security and general management perspectives.
There are no user types in Delighted Surveys. Every user with access to Surveys can access every Survey in the account. They can create and edit Surveys and reports and deploy every available feature. In short, all Surveys users are Admins.
Let's look at the distinctions in Templates:
|Limited users||Can view the Dashboard, see survey responses, and create and manage Trends. Their Account page, seen here, is limited to security features and their personal Email digest settings|
|Standard users||Have Limited user rights — plus, they can edit and customize surveys; send surveys and manage distribution campaigns; access the API key; export data; and adjust integrations|
|Admin users||Have Standard user rights — plus, Admins alone can add and manage multiple users; create and manage multiple Templates; change plan and billing details; and access sending domain features. (See the Admin Training & Certification series.)|
The vital role Admins play in Templates
Without Admins, Delighted Templates can't work to its potential. Only account Admins can award Limited and Standard rights to their organization's users and assign team members to their Templates.
Learn all about what Templates Admins can do by viewing two short videos from our Admin Training series. In this first 8-minute video see how Admins add, edit, and delete Standard and Limited users.
This content was created before the switch to the name "Delighted Templates." Don't fret! We'll update the content soon, but for now, just know that when we talk about survey types and projects, we're referencing your question types and Templates.
The number of users in your account is determined by your plan. Check the Pricing page to reference the number of users available under each plan.
Assigning and managing multiple users and Templates
In this 7-minute video, learn how Admins assign users to their respective projects within an organization. (If you are a Templates Admin, this is a must see.)
Inviting Standard and Limited users to Templates
User status can be changed at any time by an account Admin from the Account page. Standard and Limited users must also be invited to Templates by their account Admin, as explained in the above video.
Inviting users is an easy process:
- Click “Account”
- Pick "Users" from the Account page
- Type in the user's email address
- Select their permission level — Admin, Standard, or Limited
- Choose the Templates they can access
- Click “Send invite”
Check out the Surveys Help Center for details on inviting a user to the Surveys platform!
Signing out of your Delighted account
To sign out of your account:
- Click “Account”
- Choose “Sign out”