Delighted Security Briefing — User Security Training

In this section:

7 steps to safer surveys

A. Signing in.
B. Restoring forgotten passwords.
C. Altering your account's email address.
D. Setting up and disconnecting from SSO.
E. Changing passwords.
F. Enabling and disabling 2-step authentication.
G. Signing out.

A word about User restrictions (Admin, Standard & Limited)

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Introductory video

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This training will focus on what you can do, as a Limited, Standard, or Admin user, to safeguard the integrity of your research.

It starts with the basics:

A	Signing into Delighted
B	Restoring forgotten passwords

Then, consider deploying our enhanced security options → located in the "Personal details" section of the Account page:

C	Changing your email address
D	Setting up and disconnecting from SSO
E	Changing passwords
F	Enabling or disabling 2-step authentication
G	Signing out

A word about User restrictions (Admin, Standard & Limited)

Assigning user roles provides an extra layer of security at the project level. User settings are found under the "Users" tab on the Account page.

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. (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 survey virtuosos.) Standard users can’t add new users or projects, set up custom sending domains, or adjust account billing
Limited users	Audience members — who become consumers of research only. Limited users have all the same restrictions of Standard users, plus they can’t customize or send out surveys

🎶 Learn how to set User level restrictions in Applying Admin, Standard, and Limited user status levels

It doesn’t get more basic than logging in.

1

Go to Delighted.com

2

Click "Sign in"

3

Enter your sign in credentials:

A	Enter the email address associated with your Delighted account → followed by your password → then click "Sign in"
B	On the sign in page, select your SSO "Sign in" → 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 fun. (Sorry about that.)

B. Restoring forgotten passwords

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

1

Select “Forgot your password?” → seen in the Sign in screen

Enter your email
A password reset email will be sent to your Delighted email account
Read the instructions → and click the "Reset your password" link found in the email

2

Click the "Keep me signed in" box → to facilitate a quicker return to Delighted

3

Finish by clicking "Sign in"

C. Altering your account's password

To change the email address assigned to your account:

1: Open the "Personal details" section of the Account page
2: Click the "Change email address" box → and enter the new email address
3: Click "Save"

D. Setting up and disconnecting from SSO

SSO (Single Sign On) 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 SSO?

SSO can make signing in more convenient

SSO provides a double layer of security by layering a trusted security protocol (i.e., Google or Apple) on top of Delighted security

To set up SSO:

1: Open the "Personal details" section of the Account page
2: Choose Email address

3: Select "Connect with Google" → (or "Connect with Apple")
4: Log into your Google/Apple account. (Once authenticated, you will be redirected back to your Delighted account)

🎶 Juggling projects saved in multiple Delighted Accounts?

Quickly look up you project's active email address on the "Personal details" page so you don't accidentally meddle with the wrong Account.

Disconnecting from SSO

Make sure you are disconnecting the right account! The linked email address will appear above a new Disconnect from Google/Apple button as seen below (ex. beerpong2013@gmail.com above the "Disconnect from Google" button).

To disconnect from SSO:

1: Click "Disconnect from Google" (or "Disconnect from Apple") → and that will be the end of it!

E. 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 special characters, capitalization, and numbers for your new password.)

To change your password:

1: Click "Account" → "Personal details"
2: Click "Change password"
3: Enter your current password
4: Enter your new password. (Click the "blue eye" to see what you’re typing!)
5: Click "Save changes"

F. Enabling and disabling 2-step authentication

By verifying your identity through a trusted device, 2-step security significantly reduces the risk of data breaches.

2-step authentication (aka 2FA) requires both a password and a unique code sent to your mobile phone for login. This prevents unauthorized access, even if your password is compromised.

To set up 2-step security:

1: Click "Account" → "Personal details"
2: Click "Turn on 2-step security"
3: Select your Country code and enter your mobile phone number
4: 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
5: Click "Send verification code" → (or hit "Cancel" to opt out)
7: Check your phone messages and capture the code
8: Enter the code in the four boxes. (Hurry! The process is time sensitive.)
9: 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.
10: When finished, you will be told how "Great!" you are. (Which is true of all Delighted users. We don’t want to play favorites.)