Add/Edit a User

When you add a user to the system, you fill out the required information for the user and assign them a role that controls their product access. Engage7 Survey requires that the email address be used for login. For users who have Engage7 Survey, adding an Allegiance user account will automatically create an account on the Engage7 Survey side using the email address as the login and duplicating the password you set up when you create the user. See Allegiance Administration - Account Management Best Practices.

NOTE:

FOR ENGAGE7 SURVEY HOSTED ACCOUNTS: You must set up new user accounts using Manage Users first. The corresponding Inquisite user will be set up without any required interaction on your part.
FOR ENGAGE7 SURVEY INSTALLED ACCOUNTS: You will set up user accounts directly on the Inquisite server.

General Information

These fields are required in the General Information section:

First name
Last name
Email
Username
Role

All other fields in this section are optional.

Users will actually have two accounts, one on the Allegiance server and one on the Inquisite server, even if they aren't accessing Engage7 Survey. Allegiance has taken care to make the process as seamless as possible to avoid confusion for end users. To further simply the process, it is recommended that you use email address as the username.

Password Information

When creating a new user, enter the password and then re-enter it to verify. If you are editing a user and changing the password, you will be required to enter the current password. Or, you can choose the reset the password from the user list. See Allegiance Administration: Change Password for more details.