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Knowledgebase: My Account
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(23)Admin Functions
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Activity Summary
Add New Group Table
ADD NEW GROUP TABLE Group Tables are setup and managed by the Admin of the account. They can be shared to sub-users to be used in surveys, triggers and reports. _HOW TO ADD A NEW GROUP TABLE:_ * From the Admin users My Account select _\"MANAG...
Custom Sub User Menu
CUSTOM SUB USER MENU The Custom Sub-User Menu allows you to further define what your sub-users menus will look like. You can restrict their ability to (simplify) to certain tasks or functions. When you setup the "custom" menu you can then choose thi...
Edit Group Tables
EDIT GROUP TABLES The Admin manages the Group Table and can modify it from their "_MY ACCOUNT/GROUP TABLES_" section. HOW TO: * Go to the Admins "My Account/Group Tables" section * Edit the group table by clicking on the pencil icon under ...
Group Tables
GROUP TABLES Group Tables work with the carousel item type, with trigger emails, for auto assign action item in the ActionTracker and Scorecards. You can modify (add/delete) records in the Group Table without having to edit your survey. Group tables...
Import Group Table
IMPORT GROUP TABLE You can import your rows from a spreadsheet to your group table. Make sure your spreadsheet has only 1 tab, 1 row for header labels and no blank rows or blank columns. HOW TO: IMPORT DATA STEP 1: * Select the group table...