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Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          Introduction to User Management

                                          Sub-accounts are a great way to delegate work within your Sogolytics account. You may create sub-users and assign them permission for Projects, Lists, Saved Reports, Project Calendar, Custom Labels and Text, and Salesforce. This means they only see the relevant data and tasks and everything else is hidden from them.

                                          You may even have someone – who might not even hold a Sogolytics account – serve as a Workflow Manager. This person will receive an email notification if a sub-user who needs approval to publish is ready to go live.

                                          You will find User Management at the bottom left of the menu in Account Settings. Here, you can create, edit, or set permissions for sub-users. Once you have set up an account, invite your new user by sending an activation email that includes login instructions.