How do I delete CSAT and resources

Basic settings of the account

Contents overview:

 

You manage your Netigate account in the basic settings. The settings you make here apply across your account, i.e. they affect every Netigate survey and every one of your users. Here you can also manage additional accounts for your company (group).

 

Here you can store your typical company colors. All diagrams in Netigate-Insight are shown in these colors. The colors stored here are also displayed in PPTX and PDF format.

 

 

First click on “+” until the number of colors required is displayed. Then use the color picker to store your color values ​​in RGB, HSB or HEX. When you have chosen all colors, please click on "Save" to apply the changes to all surveys.

If you now start the analysis of a survey, the graphics will be colored based on your specifications.

 

Here you manage all Netigate users of your Netigate account.

Please wear the here personal E-mail address of the employee (e.g. [email protected]), use for license and data protection reasonsno generic addresses such as [email protected] This is the only way to keep an overview of the users and the Netigate licenses used.

Only people who are listed here have access to training courses, the community and can request support from the Netigate Customer Service. All other Netigate services are also available only to valid licensees.

After you have entered the name of the user under "Description", define the term (valid until), the language and a possible cross tabulation limit. Then click on “Save” and send the access to the new Netigate user. Use the e-mail symbol to send.

In general, depending on the Netigate license used, a distinction is made between four different access authorizations:

1. Account admin (you)
This user is managed by Netigate. This user can assign full, folder and read access. It also manages all basic settings.

2. Full access
This user can create and distribute surveys. He can access all surveys in your Netigate account. He can also grant read access to individual surveys.

 

 

3. Folder access
This user can create and manage surveys within the assigned folder - use the pencil symbol for this. In addition, he can also have read access to individual folders, use the lock symbol for this. This user can assign read access to individual surveys within their folders.

Please create the folders first (see below) before assigning folder access.

 

 

4. Read access to surveys
This user can analyze the surveys assigned to him. He can no Create or manage surveys.

 

 

Manage logins

In the lower area of ​​the page you manage the existing users. Click on the user's email address to adjust the settings.

On the right side you can see whether the person has full access, folder access or read access to X studies.
If necessary, select several users to update the term or to delete several accounts at the same time.

 

 

If you do not have all the functions shown here in your Netigate account, please contact your personal account manager.

If necessary, you can get a deeper insight into the rights structure for Netigate users here.

 

Here you manage the folders of your Netigate account. Enter the desired folder titles one below the other and save them. You can now manage surveys via these folders and, if necessary, distribute usage rights as described above.

 

 

If you no longer need a folder, you can delete it using the X (here go no Data lost).

 

 

First select the language, then enter the words that should not be included in the free text analysis. Then click on “Save”.

 

 

 

Paste the respondents' email addresses into the field. Please make sure that they are separated by a semicolon '; ‘, a comma', 'or a' paragraph '. People who are on the block list will not be invited to take part in surveys.

 

 

 

This function is used if you want to import data from other systems into Netigate in order to evaluate them with the Netigate functions. Contact your account manager or customer service if you would like us to import data for you.

 

Create and manage the additional accounts for your company here. Determine who can create design templates and which archive is available to the company.

 

 

Account name:
Enter the company name here.

E-mail address:
Enter the personalized email address of the account administrator (see above) here.

First and Last Name
Please enter the name of the account administrator here.

www address
Please enter the company website here.

language
Select the account language

 

 

User rights

(Survey) archive - Define whether this company account should have access to the company archive. This is how you can distribute questionnaire templates in the company.

Netigate archive - Decide here whether this company account should have access to the Netigate survey archive.

Set up logins - Use this option to grant the admin the rights to create full and folder access (see above) or not.

Create design templates - Use this option to give users the rights to create and manage their own design templates.

TIP: If you leave this option deactivated, you can specify design templates (according to CI) in the master account and users cannot question designs that may not conform to the CI.

Use the "ACCESS TO FOLLOWING DESIGN TEMPLATES" function to decide which account can / should use which design.

 

 

 

Note: The functionalities of a Netigate master account are available to our customers who have purchased the Netigate Global license. Contact your account manager for more information.

 

 

 


Use email templates to manage your email templates. In the following window you can create new templates or edit or delete existing templates.

 

 

After you have created a new template, please give it a title and formulate the subject, sender and the e-mail text. Insert the survey link in the desired position.

Then click on Save.

This template is now available to all users and can be loaded, adjusted and sent every time an email is sent.

 

 

After the template has loaded, you can customize it as needed.

 

 

 

Note: Email templates are part of the Netigate Enterprise license. Contact your account manager to find out more.