Managing Users in a Tabx License

Contents

• Assigning  Active Users in Tabx
• Adding  Users to  Projects
• Making a  User an Editor
• Removing a  User

Users are flexible and configurable in Tabx, allowing you to manage your clients in a simple and efficient interface.

Assigning  Active Users in Tabx

When you purchase users within a Tabx license, you will see those users added as Blank Users in your license. To assign a Blank User to a person, make an Active User:

• Browse to the Account page using the navigation at the top of the window.
• Browse to the  Users Tab.
• Locate a free Blank User.
• Add in a Name, Username (must be a valid email address) and a Password for this user.
• Click the  Save Users button. You should see a green confirmation box appear confirming the information has been saved.

In this example, the first Blank User has been assigned to John Smith.

Adding  Users to  Projects

By default, a user cannot see or interact with any projects such that when they log in they cannot use the  Interrogate,  Dashboard or  Analysis tools. To add a  User to a  Project:

• Browse to the Account page using the navigation at the top of the window.
• Browse to the  Users Tab.
• Locate the User you wish to add to a project.
• Click the Projects  drop down.
• Check all Projects you would like this user to be able to access.
• Click the  Save Users button. You should see a green confirmation box appear confirming the information has been saved.

Here, John Smith has been assigned to the UN Opinion Poll project.

Making a  User an Editor

The License Administration User is not the only User able to upload and edit Projects. To allow a User to upload and edit Projects, you make that User an Editor:

• Browse to the Account page using the navigation at the top of the window.
• Browse to the  Users Tab.
• Locate the User you wish to make an Editor.
• Check the checkbox for that User in the Editor column.
• Click the  Save Users button. You should see a green confirmation box appear confirming the information has been saved.

Removing a  User

When you no longer wish to give access to a particular person to your Tabx License, you can remove that User:

• Browse to the Account page using the navigation at the top of the window.
• Browse to the  Users Tab.
• Locate the User you wish to remove.
• Click and confirm the  button. You should see a green confirmation box appear confirming the information has been saved.
• Note: This user has not been removed from your license - the Active User has been reverted to a Blank User, for you to use again at another time.