Permissions

The user who creates the panel is the panel administrator and owner, and a panel is initially invisible to all other Forsta Plus users. You can give access permission to other users via this page - . All Forsta Plus users in your organization will be listed in the page, and you as the panel administrator may set up other Forsta Plus accounts with permissions to view the new panel.

ASP only: Personnel at Forsta may be granted access for support purposes.

Initially, only users and groups within your organization are listed on the page. To add other users, provide Forsta with those users’ correct user keys.

To open the Permissions page, go to the Panel Utilities > Permissions menu item.

Figure 1 - Example of the Permissions tab

The columns and buttons are as follows:

• Search - add search criteria to the column header fields and click Search to display only those users who satisfy the criteria.
• Reset - removes all search criteria and re-displays the complete list.
• Add other user – click to open a dialog that allows you to add users to the list.
• Remove other user - click to open a dialog that allows you to remove users that have previously been added.
• Display - you can select from the drop-downs to display just users, groups or other users, and/or user with permissions set.
• Grant all - select a permission from the drop-down beside this button and click the button to give that permission to all the currently listed users. Note that if you do not wish to give the selected permission to all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.
• Revoke all - select a permission from the drop-down beside this button and click the button to remove that permission from all the currently listed users. Note that if you do not wish to remove the selected permission from all users in your company then you must first conduct a search such that only the appropriate users are listed on the page.
• User ID - the user id of the user (if entered in User Settings) is listed in this column.
• Last Name / First Name - the registered name of the user. This can be changed by the user in the Home > User > Settings page.
• Permission type - click the down-arrow beside a user's field to open a drop-down list of the permissions, then select the appropriate permission for that user. The options are:
• None - the user does not have access to the project.
• Read - the user has only Read permission, i.e. he/she can view the questionnaire and associated reports but is not allowed to add new or delete existing elements in them.
• Write - the user has Write permission, i.e. he/she is allowed to add questions to the questionnaire and reports.
• Delete - the user has Delete permission, i.e. he/she is allowed to work on the questionnaire and reports, and is allowed to delete objects in them.
• Administrate project - The user is the administrator and owner of the project. He/she may alter the questionnaire, set the project live, check response status, etc., as well as delete the entire project This is usually the person who initiates the project.

On completion, click Save to save any changes.

The Permissions page lists a maximum of 50 users on the current page; click the next/previous Page buttons in the lower-right corner of the page to move between pages. Click a letter-button (along the lower edge of the page) to list only those users who's User ID starts with that letter. The list can be sorted on the User ID, First name and Last name columns; click the appropriate column header to toggle the sort order up or down on that column.

Adding Users to the Permissions List

Typically, an external user will send you his or her user key by email. Paste this key into Forsta Plus as follows:

1. Click the Add other users button above the list.

The Add other users overlay opens - .

2. Paste the new user’s key into the overlay and click Add.

Note: Ensure there is no space after the last character in the user key.

The overlay closes and you are returned to the Permissions list. The new user is added to the list under Other Users.

You must now allocate the appropriate Permission levels to the new user.

Removing Users from the Permissions List

To remove a user from the Other Users list:

1. Click the Remove other user button above the list.

The Remove Other Users overlay opens, listing the users in the Other Users list - .

2. Select the user or users you wish to remove from the list and click Delete.

Note: You can only remove users from the Other Users list. Users in the “Users in own company” list can only be added and removed by the company system administrator.

Access Levels

The panelist data is held in columns in the database; one column for each “question” (go to Designer Overview for more information). The data in the various columns can be viewed by any user, but can only be changed by a user if that user has the appropriate permission level for that column. Each individual column can have one of three access levels; Low, Medium or High, the level for the column being defined by the database designer in the Question Properties pane (go to Question Properties for more information). Each user is given access permission to one of these same levels here in the Permissions tab.

• Low – the default access level. None of the Data Edit Access check-boxes are selected. The user can read all the data columns, and change data in columns that have Low write access. The user cannot change data in columns having Data Edit Access Medium or High.
• Medium – the Data Edit Access Medium check-box is selected. The user can read all the data columns, and change data in columns that have Low or Medium Data Edit Access but cannot change data in columns having the Data Edit Access High setting.
• High – the Data Edit Access Medium and High check-boxes are selected. The user can read or change all the data columns.