Admin functionality
Migrate an existing ‘master account’ to become an organization account You can edit an existing user account to become an Organization account. Using the Check option makes sure there are no other accounts already flagged as Organization accounts with the same customer reference number. The account will need to have an organization permit allocated to […]
Transfer a permit to another member
The Organization account is able to remove permits, or re-assign them as they need to. This also applies to anyone within the Organization who has an organization permit. Select a permit Unassign a permit To unassign a permit, click Unassign. Assign a permit To assign a new permit, click Assign on the row with the […]
Transfer a member’s existing root folder to another member
You can change the root share folder available to a member. This can be changed to a different folder or removed, if the member no longer requires access. Select the root share of the member account that you want to change. In Select root share, select another folder, or click the Remove button to remove […]
Recover an existing member’s permit into the pool of available permits
If a member leaves, the permit they were using becomes available for someone else, such as, a new employee. Log in to Snap XMP Online using the Organization account. Select the permit and click Unassign. Then invite a new member to the organization.
Invite a new member to the Organization
The organization account can invite members to their organization, allocating them a permit and a root share. This can be set up after the account has been created. Inviting a new member Assigning Root shares A root share is when the Organization account sets the folder that will appear under ‘Your work’ for a member […]
Create a new organization account plus the member accounts by a UserAdmin
System or User admins can set up Organization accounts at the same time as the members by first, creating the primary account. After this account is set up, they can create each user account. Make sure that the customer reference number is set to the same value as the primary account. All accounts with the […]
Create a new organization account by a UserAdmin
To use Organization accounts, you need to identify which user record to use. These instructions are for On-premises Snap XMP Online versions. If you are using the Subscription service, please contact the Support team. Create the organization account The organization account must be created by a UserAdmin. Add organization permits Once the primary account has […]
Organization Permits
Organization Permits are required before you can use organization accounts. The system administrator of the Snap XMP Online service you are using, needs to set up the permits. These instructions are for the On Premises Snap XMP Online service. If you are using the Subscription Snap XMP Online service, please contact the Support team to […]
Organization accounts
An Organization account is the primary account in an organisation, which owns the resources such as permits, licences, surveys, templates and folders. Through the Organization account you can add member accounts with controlled access to the resources. Multiple member accounts can have the ability to allocate the resources and select which folders are available to […]
Exit a survey quickly
The Quick Exit feature gives the respondent a way to quickly and safely exit the survey. This helps protect the privacy of respondents when they are completing questionnaires that ask for sensitive information. The UK government provides guidelines on how to provide the facility to exit a page quickly. Please watch our video to show […]