Delighted Security Briefing: User Security Training

In this article:

Suggested next article: Admin Module 1: Managing Users

7 minutes to safer surveys!

This training brief will focus on what you can do, as a Delighted user, to safeguard your work. 

Delighted security works to ensure the integrity of your data. Security happens in three places — behind the scenes, at a Project and Survey level, and at a user level

As you can imagine, Delighted requires a password to get into your account so you can access your CX Projects and Surveys. But beyond that, it’s up to you and your organization to decide which of Delighted’s built-in security features you’ll want to use.

Importantly, you must set up each security feature for yourself. This short document will show you how.

Before you jump in, watch this 7-minute video from our Admin training series, which provides a basic overview of our security and privacy features. 

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All of Delighted’s self-help security options are located on the Account page. The security settings that you put into place from this page only impact you as an individual user — they will not change the security settings of other Delighted users. 

It’s from the Account page that you can:

1 Change your email address
2 Turn on/off Single Sign On (SSO)
3 Change passwords
4 Enable or disable 2-step security
5 Sign out

User security

Assigning user roles provides security at a project level. It’s important to understand what your own user restrictions are. Let's rehearse the parts each Delighted user type plays as if they were the members of an orchestra. To wit:

Admin users Powerful conductors, with full access to the Delighted account and to all projects and Surveys. (Admins are the overall directors of your Delighted program.)
Standard users Musicians in the orchestra, with complete, per-project access to their assigned parts. (Standard users are your project virtuosos.) Standard users can’t add new users or projects, set up custom sending domains, or adjust account billing
Limited users Audience members. (Limited users are consumers of research only.) Limited users have the restrictions of Standard users, plus they can’t customize or send surveys

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Signing in

It doesn’t get more basic than logging in. That said, there are enhanced security login options to consider — like deploying SSO, or getting locked out after multiple login attempts. (So let’s go back to basics for a second.)

Go to

Click "Sign in"

Enter your sign in credentials:
OPTION A: Enter the email address associated with your Delighted account → followed by your password
OPTION B: On the sign in page, select your SSO login → choosing either Google or Apple. If you have not set up SSO, don't worry, we'll cover that below
🎶 You will get three password attempts before the system locks you out for an hour, which is never good. (Sorry about that.)

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Restoring forgotten passwords

If you forget your password (which is bound to happen eventually):

Click “Forgot your password?” from the Sign in screen → and enter your email

A password reset email will be sent to your email address. Read the instructions and click the Reset your password link found in the email.

If your computer isn’t shared, facilitate a quicker return to Delighted by clicking Keep me signed in → as marked in the below image
Finish by clicking Sign in

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Setting up and disconnecting from SSO

SSO is short for Single Sign On. SSO allows a single ID and password to authenticate multiple apps and websites with one set of credentials, such as a Google or Apple login. 

Why bother with SSO? Two reasons:

1 SSO can make signing in more convenient
2 Combining the two credentials provides a double layer of security by layering a trusted security protocol (ex. Google or Apple) on top of Delighted security

To connect Google or Apple SSO and log in with SSO thereafter:

From your Dashboard, click “Account” → “Personal details”
Click on "Connect with Google" or "Connect with Apple
If already logged in, select your existing account. Otherwise, enter your credentials to log into your Google or Apple account
Once authenticated, you'll be redirected back to your Delighted account
Disconnecting SSO

You can disconnect from Google or Apple SSO at any time from the same "Account" → "Email" address page.

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Changing passwords

Delighted makes updating passwords a snap. The main caveat is that the password must be 10 characters or longer.  It's up to you to decide on the use of special characters, capitalization, and numbers in a new password. (Consider including upper and lower case letters, numbers, and special characters.)

To change your password:


Click "Account" → "Personal details"

Click "Change password"
Enter your current password
Enter your new password → (click the blue eye to see what you’re typing!)
Click "Save Changes"

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Enabling and disabling 2-step security

2-step security adds another level of security requiring both a password and a mobile phone (to receive a 4-digit code) before users can sign in. By tying a login to a personal phone number, 2FA makes certain that the person trying to access your account is actually who they say they are. (This should make you rest easy.)

Also called 2-factor authentication or 2FA, this level of safety may be required by your organization’s security policies. 

Doing the 2-step!

As you accept invitations to join projects, you’ll see a suggestion from Delighted to set up 2-step authentication. This is your cue to set up your 2-step security. It only takes a few seconds, so go for it!

To set up 2-step security:

Click "Account" → "Personal details"
Choose "2-step security"
Click "Turn on 2-step security"
Select your Country code → and enter your mobile phone number
Select three security questions → and enter the answers to each
You will be prompted to answer these recovery questions if you lose access to your phone or have trouble receiving Delighted text messages.

Click "Send verification code" → (or hit "Cancel" if you want out) 

Check your phone messages → and capture the code
Enter the code in the four boxes → Hurry! The process is time sensitive!

If the boxes shake (literally shake!) and reject the code (which happened to us the first time we tried), click “Didn’t receive a code?” and snag a new set of digits from your messages.

When finished, you will be told how "Great!" you are. (Which is true of all Delighted users!)

Changing phone numbers and security questions

To change your 2-step phone number or to reset the security questions: 

Click "Account" → "Personal details" again
Choose 2-step security again
Pick "Change" next to the current phone number

You will be returned to the same 2-step security setup page used the first time around. Simply fill in the new phone number and change the security questions!

Use this same screen to "Turn off 2-step security" if necessary.

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Signing out

To securely sign out of Delighted:

Click "Account"

Click "Sign out"

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