Adding and removing permission

Owned by Frank Gambino
Last updated: Mar 19, 2019
3 min read

Adding permission to a user

Adding permission to a user grants the user access to view the dashboard for a selected project. For example, your company might have eSurvey, Guest Comment Cards, and MEETINGScope. If one of your employees works only with MEETINGScope, you can grant that employee access to only MEETINGScope.

Note: The basic permission allows a user to view a dashboard. However, you can also grant users an additional level of permission in which they can respond to a survey or upload interface files. For more information, see Adding and removing Survey Response and Admin permissions.

You can add a permission to a user on either the Survey Projects tab or the Users tab.

Adding permission on the Survey Projects tab

  1. In the header section, select a client or property from the Select a Location drop-down list.
    The screen displays information for the selected client or property.
  2. In the header section, select the Survey Projects tab.
    The project list pane displays the project list. 
  3. In the project list, click to highlight the project for which you want to add a user's permission.
    The Project Details pane displays details for the project. 
  4. In the Project Details pane, click Add Permission to User.
    The Add Permission dialog box appears.
  5. Complete the fields as necessary.
    For more information, see Add Permission dialog box.
  6. Click Add.
    The dialog box closes, and the permission is added to the user.

Adding permission on the Users tab

  1. In the header section, select a client or property from the Select a Location drop-down list.
    The screen displays information for the selected client or property.
  2. In the header section, select the Users tab.
    The user list pane displays the user list. 
  3. In the user list, click to highlight the user for whom you want to add a permission.
    The User Details pane displays details for the selected user.
  4. In the User Details pane, select the Survey Projects tab. 
  5. Click Add Permission.
    The Add Permission dialog box appears.
  6. Complete the fields as necessary.
    For more information, see Add Permission dialog box.
  7. Click Add.
    The dialog box closes, and the permission is added to the user.

Removing permission

Removing a permission from an employee prevents an employee from accessing a project. You can remove a permission from a user on either the Survey Projects tab or the Users tab.

Removing permission on the Survey Projects tab

  1. In the header section, select a client or property from the Select a Location drop-down list.
    The screen displays information for the selected client or property.
  2. In the header section, select the Survey Projects tab.
    The project list pane displays the project list. 
  3. In the project list, click to highlight the project that contains a user for whom you want to remove permission.
    The Project Details pane displays details for the project.
  4. In the user list section of the Project Details pane, click to highlight the user for whom you want to remove permission.
    The Remove Selected button becomes available. 
  5. Click Remove Selected.
     A CONFIRM dialog box appears. The message asks if you are sure you want to remove the project permission from the user.
  6. Click Yes.
    The dialog box closes, the permission is removed from the user, and the user is removed from the user list section of the Project Details pane. 

Removing permission from the Users tab

  1. In the header section, select a client or property from the Select a Location drop-down list.
    The screen displays information for the selected client or property.
  2. In the header section, select the Users tab.
    The user list pane displays the user list. 
  3. In the user list, click to highlight the user for whom you want to remove a permission.
    The User Details pane displays details for the selected user.
  4. In the User Details pane, select the Survey Projects tab. 
    The property information panes below the tab update to show all projects that the user can access.
  5. Click to highlight the project from which to remove permission.
  6. Click Remove Selected.
     A CONFIRM dialog box appears. The message asks if you are sure you want to remove the project permission from the user.
  7. Click Yes.
    The dialog box closes, the permission is removed from the user, and the project is removed from the property information pane.