The organization set up screen allows to manage the organization, including the users in the organization.
See also User privileges for more information on controlling user access level.
On Demand users have access to this screen only if their account allows more than one concurrent login.
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Organization name The name for the organization. The organization name will appear in survey invitation emails in the opt out message for the NoviSurvey On Demand. The organization name is required. Changes to the organization name require system administrator privileges. |
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The maximum number of responses allowed for the organization per month for all surveys in the organization. Changes to Responses per month requires system administrator privileges. If the field is not defined, then an unlimited number of responses per month is allowed. NoviSurvey will send a warning email to system and organization administrators when 80% of the maximum number of responses per month is reached. When the number of responses reaches the maximum, NoviSurvey will also send an email to system and organization administrator. When the limit is reached, no new response for any survey in the organization will be accepted until the next month. Respondents who have started responding to a survey may finish their response. You can increase the number of allowed responses per month for NoviSurvey from the NoviSystems web site. |
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Max. questions per survey The maximum number of questions allowed for each survey in the organization. Changes to this field requires system administrator privileges. If the field is not defined, then an unlimited number of questions is allowed for each survey in the organization. |
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Max. address book contacts The maximum number of contacts allowed in the address book across all lists of people for the organization. Changes to this field requires system administrator privileges. If the field is not defined, then an unlimited number of contacts is allowed in the address book. |
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Max. organization accounts The maximum number of users allowed in the organization. Changes to this field requires system administrator privileges. If the field is not defined, then an unlimited number of users is allowed in the organization. See the table of users in this screen. |
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Active Specifies if the organization is active. When an organization is not active, users in the organization cannot login and surveys in the organization are not available. |
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Allows to upload an image, which will be displayed at the top right hand corner of all the screens of the authoring section of the system and the portal, replacing the standard Novi Survey logo |
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Hide NoviSurvey branding in survey Enables removal of the 'Powered by NoviSystems.com' statement shown to respondents at the bottom of surveys. In addition the NoviSurvey logo and the Novi Systems copyright statement are removed from the login page for surveys that require login. |
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Specifies if response data is saved as soon as it is entered in the survey prior to the respondent moving to the next page. This option allows saving response data for fields already filled in when participants abandon responding to the survey. Changes to this field requires system administrator privileges. Example: A survey page contains a multiple choice questions with possible answers "Yes" or "No". A respondent reaches the page and clicks "Yes". Immediately after answering the question, they close their browser. With the "Allow partial save of responses" option set, their answer is captured by NoviSurvey and recorded in the database. |
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Log response history Specifies if details historical changes to survey responses are tracked. Changes that are tracked include the creation, modification, or deletion of answers to questions. A date and time for each change is recorded. The identity of the person making the change is tracked if the response is entered in bulk data entry mode (see also: Data entry person identifier, and Response bulk data entry) |
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'From' name for invitation emails Specifies the name in the 'From' field for invitation emails. Note that the email address for the 'From' for invitation emails is distinct from this name. The email address is defined in the system configuration page. If the name is not defined, then the name specified in the system configuration page is used. |
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'From' email for invitations Specifies the email in the 'From' field for invitation emails. This option is not available to subscribers of NoviSurvey On-Demand. If the field has no value, then the email address set in the system configuration will be used for invitations. Note that if a value is set for this field, then automated processing of bounced or returned emails (including non-delivery reports) will not be available. Consequently, invitation reports will also show a count of 0 for field 'Bad email'. |
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Survey base URL Specifies the base URL for survey links. The options available in this group depend on whether the software is installed on the customer's server or used On-Demand, and on the license or subscription level.
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Contact user The user to contact for administrative issues and questions with the organization. If a contact user is defined, it is displayed in the error page for the system. This field is optional. |
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To add a user, use the New tool. Enter the name of the user to add. If a person in NoviSurvey exists already with the name specified, the information for the user to add is pre-populated with the person information. |
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Users - Edit To modify the data for a user, use the Edit tool. |
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Users - Delete To delete a user from the organization, use the Delete tool. When a user is deleted any user ownership of surveys, libraries, etc., is removed automatically. |
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Users - Import from file To create users from a file, use the Import tool. This option is available only when NoviSurvey is not integrated with an external directory. The import tool functions identically to the Import tool in the Address book. See also File format for persons and users for details on the supported file formats. |
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Users - Import directory group To create users from a group in the external directory, use the Import directory group tool. This option is This option is available only when NoviSurvey is integrated with an external directory. Only groups in the directory with users in the groups are shown in the field Group in directory. Upon selection of a group, the users in the group are shown in a table. Confirm selection of the user and choose the privileges for the user. Press button When users are imported from the external directory, the password for the user is the password defined in the directory. |
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Users - Inactivate To inactivate an active user for the organization, select the user and use the Inactivate tool. Inactive users cannot log in the organization. |
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Users - Activate To activate an inactive user, select the user and use the Activate tool. |
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Users - Password Allows to set the password for the user, subject to the following rules:
Note that password are recorded at the level of user, not organization users. Since a user can be in multiple organization, changing the password will be reflected for all organizations she belongs to. |
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Notify new users Specifies if a notification email should be sent to new users with their login information. Note that since a user can belong to multiple organizations, not all users added through the 'add' or 'import' feature are necessarily new. Notification email are only sent to new users. Users who already had a login for the system are not notified when they are added to an organization. |
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Notification email Defines the email sent to new users (see above). In the subject and body, the following tokens will be replaced automatically:
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