Client Dashboard Account

What are Client Dashboard Accounts and how can I use them?

Dashboard accounts are secure "Read-Only" licenses that you create and distribute to your clients and/or colleagues. The idea behind a Dashboard Accounts is help you save time by efficiently delegating data viewing and report generation to a user-base of your choice. The user-friendly Dashboard accounts will allow your audience to login into SurveyAnalytics and view the data for a particular group of surveys that you provide permissions to.

Client Dashboard Accounts can be created by going to:

Login >> Surveys >> Click on the Profile Picture Icon (Top Right Corner) >> Organization

Survey Software Help Image
  • Scroll down to Dashboard User(s)
  • Click on Add User
  • Fill in all the details in the pop-up window and click on Purchase Account.
  • Survey Software Help Image

How much does each Client Dashboard Account cost?

Corporate account can purchase a dashboard account for $899/year. Team Edition please get in touch with your Account Manager for more information on Client Dashboard Accounts.

I run surveys for multiple clients - How can I make sure that security is set correctly?

In order to make sure your clients cannot see each others data, you will have to create folders for each client. For each client, you'll need a "Client Dashboard Account" and make sure the security settings are set correctly.

I would like to setup "Row" level security - How do I allow some users to view certain parts of the data-set?

Please see "Row Level Security" under Additional References Section.