In this article:
User profile: user menu functions
Account Information:
Account Admins can view and update their Billing information, create new Spaces and add/delete or change users' permissions.
Profile:
Your account information is easily editable at any time. Navigate to the Profile page located at the top right of the screen in the User menu (your initials).
Once there, you can update your personal information, as well as your password. Please note that all personal information is optional, and it is only ever displayed to people within the companies you belong to.
Support:
Upsiide Support is your first place to go to find how-to information on different features available within Upsiide.
Can’t find what you are looking for? Use the chat feature to submit a ticket to the Upsiide Support team.
What’s New:
This section keeps you up-to-date on updates to the Upsiide platform, what is planned and allows you to provide feedback.
Managing access as a space admin
As a Space Admin, you can add users, remove users, and change permission rules.
Adding new users as a Space Admin
To add NEW users to your workspace:
Click into any study:
Click on the Settings cog in the bottom-left corner of your study:
Ensure you are on the Access tab and Manage link to the right of the 'User Access' section:
Add the email address of the user you want to add to the space:
Then, you can add the role this particular user will be allotted, thus identifying the level of access you want the newly added user to have. Utilize the drop-down menu option.
Finally, click on the 'Invite' pane once you've entered the email address and selected the role for the user:
Managing user roles/permissions
At any time, you can change the user's permission levels and roles by selecting the different options available under the Manage users section:
Removing users as a Space Admin
To remove a user, click on the ellipses to the right of the particular user's name under 'Manage Users'
Then click on 'Remove':
User permissions
The Upsiide platform offers five user types.
There should be at least one Account Admin to manage the users for your company's team. The Account Admin ensures new members are granted appropriate access, and those that have left your company are removed from accessing Upsiide.
Guest: These users have view-only access to the studies that you provide them access to. An admin will need to invite a user to the specific study as well.
Space Viewer: These users have view-only access to all study results in the Space(s). Users with this user permission will not have access to the study's Create mode.
Space Creator: These users can create, edit, delete and launch studies. They have access to all studies for the Space(s) they are attached to.
Space Admin: These users have the same permissions as Space Creators and can add and remove users in the space.
Account Admin: These are the administrators of each account. Account Admins have access to all spaces and studies in the account, as well as billing information.
Managing study settings
*Only Space Admins and Account Admins can perform the functions below.*
Navigate to the Settings cog at the bottom left of your screen in either Create mode or Report mode.
Within the Study Settings:
· Access: provide access to a study to those who only have a User Role of ‘Guest’ to the Upsiide platform.
· Admin Settings: Provides survey control, including setting the survey to display on both mobile and desktop.