

{"id":109700,"date":"2020-08-21T05:15:45","date_gmt":"2020-08-21T12:15:45","guid":{"rendered":"https:\/\/www.questionpro.com\/blog\/?p=109700"},"modified":"2023-01-30T11:11:08","modified_gmt":"2023-01-30T11:11:08","slug":"cx-tool-user-role-management","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/cx-tool-user-role-management\/","title":{"rendered":"Managing accounts and sub-accounts now made easy with this new update to QuestionPro CX"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Conducting customer surveys to enrich your customer experience (CX) is most crucial. What\u2019s even more important is sharing that data with relevant managers and colleagues. All relevant departments should be privy to customer data. Customer satisfaction or experience cannot be improved by just one function or department; it is a collective effort from all teams &#8211; sales, marketing, finance, support, etc.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We at QuestionPro know how important it is to share customer satisfaction survey data with your colleagues. We\u2019ve now made it easy for administrators with our latest feature update &#8211; User and role management. We observed that many of the CX administrators were unable to provide a set of permissions to access specific resources to a user or a sub-account. <a href=\"https:\/\/www.questionpro.com\/features\/multi-user-survey-accounts.html\">Sub-account users<\/a> had access to survey management analytics, deployment, and closed-loop feedback. What we saw was the main account user was limited to share relevant access with other users. Furthermore,sub-account users had unnecessary access to several modules leading to confusion and errors.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let us quickly look at an example to see how this new feature will help CX managers. Consider an administrator who is responsible for managing customer experience surveys with their team. They want to limit the access of CX features to their colleagues since all of the team members have the same level of access to features in their accounts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the new user and role management feature, administrators can:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create and edit roles<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Specify the permissions while creating roles<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create users with specific roles or assign these roles to users<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This new user and role management feature should certainly help you better manage your data, access to that data, assign roles and permissions to relevant team members, and improve team collaboration and efficiency.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019ve put together steps that you can follow for role and user management.<\/span><\/p>\n<p><strong>Role management<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">You can find the option to manage roles under the organization.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-109708 size-full\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/role-management.png\" alt=\"role-management\" width=\"1482\" height=\"838\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You should find the option to manage roles in there.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-109715 size-full\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/role-management1.png\" alt=\"role-management\" width=\"1344\" height=\"838\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You can assign the role a name and the access to what features you wish.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-109729 size-full\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/Admin-Role.png\" alt=\"Admin-Role\" width=\"1344\" height=\"838\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You can individually select access from five different survey management levels, as shown below.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-109736 size-full\" src=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/List-of-roles.png\" alt=\"List of roles\" width=\"1326\" height=\"837\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Conducting customer surveys to enrich your customer experience (CX) is most crucial. What\u2019s even more important is sharing that data [&hellip;]<\/p>\n","protected":false},"author":46,"featured_media":109701,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[170],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing accounts and sub-accounts now made easy with this new update to QuestionPro CX | QuestionPro<\/title>\n<meta name=\"description\" content=\"User and role management feature to QuestionPro CX will help better manage data and make the most of customer survey data for accounts and sub-accounts. It&#039;ll ensure your data is secure and with relevant managers.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.questionpro.com\/blog\/cx-tool-user-role-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing accounts and sub-accounts now made easy with this new update to QuestionPro CX | QuestionPro\" \/>\n<meta property=\"og:description\" content=\"User and role management feature to QuestionPro CX will help better manage data and make the most of customer survey data for accounts and sub-accounts. It&#039;ll ensure your data is secure and with relevant managers.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.questionpro.com\/blog\/cx-tool-user-role-management\/\" \/>\n<meta property=\"og:site_name\" content=\"QuestionPro\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/questionpro\" \/>\n<meta property=\"article:published_time\" content=\"2020-08-21T12:15:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-01-30T11:11:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.questionpro.com\/blog\/wp-content\/uploads\/2020\/08\/cx-user-role-management.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"992\" \/>\n\t<meta property=\"og:image:height\" content=\"594\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Ken Peterson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@questionpro\" \/>\n<meta name=\"twitter:site\" content=\"@questionpro\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Ken Peterson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.questionpro.com\/blog\/cx-tool-user-role-management\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/cx-tool-user-role-management\/\"},\"author\":{\"name\":\"Ken Peterson\",\"@id\":\"https:\/\/www.questionpro.com\/blog\/#\/schema\/person\/621c645198b37217a9b49c46bc1a4ca0\"},\"headline\":\"Managing accounts and sub-accounts now made easy with this new update to QuestionPro CX\",\"datePublished\":\"2020-08-21T12:15:45+00:00\",\"dateModified\":\"2023-01-30T11:11:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/cx-tool-user-role-management\/\"},\"wordCount\":370,\"publisher\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/#organization\"},\"articleSection\":[\"CX\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.questionpro.com\/blog\/cx-tool-user-role-management\/\",\"url\":\"https:\/\/www.questionpro.com\/blog\/cx-tool-user-role-management\/\",\"name\":\"Managing accounts and sub-accounts now made easy with this new update to QuestionPro CX | QuestionPro\",\"isPartOf\":{\"@id\":\"https:\/\/www.questionpro.com\/blog\/#website\"},\"datePublished\":\"2020-08-21T12:15:45+00:00\",\"dateModified\":\"2023-01-30T11:11:08+00:00\",\"description\":\"User and role management feature to QuestionPro CX will help better manage data and make the most of customer survey data for accounts and sub-accounts. 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