Checkbox 5 User Creation Guide

Add and manager users within the User Manager. On this page you can create, modify or delete user profiles, import lists of users or email addresses, create and modify user groups, and designate user access roles and permissions.

To add or import users you must be in the Users view, which should be open by default when you enter the User Manager. In this example we will set up a new User Profile manually through a Checkbox wizard. The Import Users option will not be used in this document.

To begin the manual user creation process, select the orange Add New User button located below the view tabs. This will open the Add New User Wizard in a pop-up window. This wizard will walk you through the steps of:

• Creating Login Credentials
• Adding User Attributes/Profile Properties
• Designating User Roles
• User Group Membership

The first step of the wizard asks you to enter the login credentials for the new user. All Checkbox users must be assigned a unique username, email address and password upon creation.

1. Desired Username
2. Email Address
3. Password & Confirm Password
4. Select Next to continue to the next step

CHECKBOX TIP: A user's Username can be the same as that user's Email Address

In order to track exactly which user submitted which response, a respondent must be logged into Checkbox at the time of taking the survey.

NOTE: If you are deploying a survey email invitation to a user via Checkbox the user does not actually need to know their log-in credentials, because Checkbox will automatically log the user in once the user selects the survey activation link in the body of the email.

Also referred to as User Attributes, Profile Properties can be used as the source for Conditions, Branching and Merging in Checkbox surveys and invitations.

NOTE: For more information on Conditions, Branching and Merging, view the Checkbox 5 Conditions and Branching Guide and the Checkbox 5 Merging Guide

Custom Profile Properties can be added, modified, and deleted within the Settings Manager. There is no limit to the number of Profile Properties you can add. Any changes you make in the Settings area will be applied across your entire Checkbox account for all users.

Follow the steps below to create a new Profile Property.

1. Navigate to the Settings Manager
2. Expand the User Settings menu
3. Select Profile Properties
4. Enter your new Profile Property label in the available text field and select the '+' icon

Assign one or more User Role(s) to users to determine their level of access within Checkbox. Access levels include:

• System Administrator - Can change the settings of the application and view/edit/respond to all items within Checkbox
• User Administrator - Can create new users
• Survey Administrator - Can create/edit/activate surveys (Note: Survey permissions must also be configured to allow for modification)
• Respondent - Can respond to surveys
• Report Viewer - Can view existing reports (Note: Report permissions must also be configured to allow for viewing)
• Report Administrator - Can view reports and create new ones (Note: Report permissions must also be configured to allow for viewing/editing)
• Survey Editor - Can create and modify surveys (Note: Survey permissions must also be configured to allow for editing)
• Group Administrator - Can assign users to groups (Note: Group permissions must also be configured to allow for modification)

User Roles alone are not always the final step in granting access to an entity within Checkbox (report, survey, user group, etc.). The individual permissions/security settings of the entity a user wishes to view/modify must also be configured to allow access.

For example, let's say you designate a particular user, Bob, as a Report Viewer. You have a report in your account that is configured to only allow specific users whom have been included on an Access Control List (ACL) to have access to this report. Bob is not included on the ACL for your report. Even though Bob has a Report Viewer designation, he will not be able to view your report. Conversely, if Bob is included on the ACL for your report, but he has not been designated as a Report Viewer in his user profile, he will not be able to view your report.

NOTE: For more information on Access Control Lists view the Checkbox 5 Permissions Guide

From this window you have the ability to add a new user to an existing User Groups.

To add a user to one or more group(s), select the desired group from the Available Groups list on the left. Use the directional arrows in the center of the window to move the desired group into the Selected Groups list on the right.

1. Before finishing the Add New User wizard, review your user's profiles settings
2. If you need to make any changes to your user, select the Previous button to return to earlier steps
3. When you are satisfied with your profile settings, select Finish to save your new user

On the final page of the wizard you have the option to either add another user, which will restart the wizard, or return to the User Manager. In this example we will select Return to User Manager to view our new user.

Upon completion of the Add New User Wizard you will automatically return to the User Manager. You should now see your new user listed on the left side of the manager.

1. Select your new user from the list of existing users to expand the Profile Dashboard. Within this dashboard you will find all of the profile information related to this user
2. Use the tabs at the top of the dashboard to modify user profile information

NOTE: For more information on the User Manager visit Checkbox 5 User Management Guide

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