Access management overview

On the Skeepers Feedback Management platform, you have the ability to create and manage different types of access for your collaborators.

Depending on your requirements, it is possible to assign different types of rights to allow access to more or fewer elements within the solution. In this article, we detail everything you need to know about access management on the platform: who handles it, how to manage it, and what limitations apply.

Access Management Glossary

Details of Rights to Grant on the Platform

If you would like to learn more about the rights available on the platform, we invite you to read the article The different roles and rights available on the platform. There you will find the content of each right as well as our recommended “bundles” of rights to assign for each role.

Who manages access to the Skeepers Feedback Management platform?

The management of user and recipient access is handled locally for each Skeepers account.

For security reasons, neither Skeepers Support nor your Customer Success Manager is authorized to manage your organization’s access (creation, modification, or deletion of access, modification of rights). You are fully autonomous. We therefore invite you to contact the administrator / operational manager of your organization’s account for the following needs: 

• User creation or deletion
• Modification of a user’s rights
• Recipient creation or deletion
• Modification of a recipient’s rights
• Generation of a shared link for a recipient

If in doubt, you can identify a Skeepers account administrator as this distinctive right is activated on their user account: 

Create a New User

If you are an administrator, you are fully autonomous when creating new users. You can create as many users as you wish from your account. 

1. To do so, click in the top right corner of the platform to open the panel where you can choose to access your user account settings, your organization’s Skeepers Feedback Management account settings, or log out of the platform.
2. Click on 'Settings for [NAME OF YOUR ORGANIZATION’S SKEEPERS ACCOUNT]'.
3. In your organization’s account settings, open the 'Users' tab. There you will find the list of all users created on your organization’s Skeepers account. Then click on the 'Add a new user' button. 
4. On this page, fill in the various user details in the 'User information' section.

Finally, further down the page, you can choose the rights you wish to assign to your new user. Roles with predefined rights are available by default (learn more about the different roles and rights available on the platform).

Don’t forget to click on .

Once you have saved the page, an email will be sent to the provided email address so that the user can choose their password and log in to the platform. We recommend that the user allow emails from "no-reply@myfeelback.com" beforehand and check their spam folder if necessary.

Delete an Existing User

1. If you are an administrator, click in the top right corner of the platform to open the panel where you can choose to access your user account settings, your organization’s Skeepers Feedback Management account settings, or log out of the platform.
2. Click on 'Settings for [NAME OF YOUR ORGANIZATION’S SKEEPERS ACCOUNT]'.
3. In your organization’s account settings, open the 'Users' tab. There you will find the list of all users created on your organization’s Skeepers account. 
4. Select the user you wish to deactivate from the existing list and click the button .

Modify the Rights of an Existing User

1. If you are an administrator, click in the top right corner of the platform to open the panel where you can choose to access your user account settings, your organization’s Skeepers Feedback Management account settings, or log out of the platform.
2. Click on 'Settings for [NAME OF YOUR ORGANIZATION’S SKEEPERS ACCOUNT]'.
3. In your organization’s account settings, open the 'Users' tab. There you will find the list of all users created on your organization’s Skeepers account. 
4. Select a user from the existing list and click the button .

Once on the user’s profile, scroll down and select the rights you wish to modify by checking/unchecking them. Don’t forget to save to apply your changes.

The content of each user right is detailed on the platform. However, here are 3 important rights: 

• The 'Account user administration' right grants admin rights to a user. They therefore become a new account administrator. Your organization’s Skeepers account can have multiple administrators.
• The 'Account settings' right provides access to campaign templates, default designs and account properties, as well as the various available connectors: 
• 
• Finally, the 'Data management' right is required to use the feedback import and modification of collected attributes features.

To discover the appropriate rights to assign to each user in your organization depending on their role, we recommend referring to the details of each right in our dedicated article.

Send a New Password to a User

1. If you are an administrator, click in the top right corner of the platform to open the panel where you can choose to access your user account settings, your organization’s Skeepers Feedback Management account settings, or log out of the platform.
2. Click on 'Settings for [NAME OF YOUR ORGANIZATION’S SKEEPERS ACCOUNT]'.
3. In your organization’s account settings, open the 'Users' tab. There you will find the list of all users created on your organization’s Skeepers account. 
4. Select a user from the existing list and click the button .
5. Once on the user’s profile, scroll down and click on the 'Send a new password' button. The confirmation message will appear in the top right corner of the platform. 

The user will receive the reset email within a few minutes, sent from the contact address "no-reply@myfeelback.com". We recommend that the user allow emails from this address beforehand and check their spam folder if necessary.

Create a new recipient

As a user, you can view the recipients of your organization’s account. However, only an administrator can create new recipients or modify the access rights of existing recipients. 

1. To do so, click in the top right corner of the platform to open the panel where you can choose to access your user account settings, your organization’s Skeepers Feedback Management account settings or log out of the platform.
2. Click on 'Settings for [YOUR ORGANIZATION’S SKEEPERS ACCOUNT NAME]'.
3. In your organization’s account settings, open the 'Recipients' tab. You will find the list of all recipients created on your organization’s Skeepers account. Then click the 'Add a new recipient' button.
4. On this page, fill in the recipient’s identification details, language and properties (that you have previously configured in the 'Settings' section of the platform). Then choose whether the password will be generated automatically or customized according to your needs.
5. Next, select the permissions you want to grant to this new recipient. Feel free to consult our dedicated article on this topic. 

Once you save the page, an email will be sent to the address provided. We invite the recipient to allow emails from "no-reply@myfeelback.com" beforehand and to check their spam folder if necessary. The email will be sent in the language configured in the recipient’s profile.

As an administrator, you also have the option to import recipients in bulk into the platform via a CSV file import.

To do so, simply click the 'Actions' button, download the CSV import template, complete it and upload it to the platform.

Then follow the procedure described in the following article: Create a recipient on your Skeepers Feedback Management account.

Delete an existing recipient

1. As an administrator, you can delete one or more existing recipient(s).
2. To do so, click in the top right corner of the platform to open the panel where you can choose to access your user account settings, your organization’s Skeepers Feedback Management account settings or log out of the platform.
3. Click on 'Settings for [YOUR ORGANIZATION’S SKEEPERS ACCOUNT NAME]'.
4. Then follow the procedure described in the following article: Delete a recipient on your Skeepers Feedback Management account.

Edit the permissions and properties of an existing recipient

1. If you are an administrator, click in the top right corner of the platform to open the panel where you can choose to access your user account settings, your organization’s Skeepers Feedback Management account settings or log out of the platform.

2. Click on 'Settings for [YOUR ORGANIZATION’S SKEEPERS ACCOUNT NAME]'.
3. In your organization’s account settings, open the 'Recipients' tab. You will find the list of all recipients created on your organization’s Skeepers account. Select a recipient from the existing list and click the button . You can also export the list of recipients as a .CSV file by expanding the 'Action' button at the bottom right of the platform and then clicking 'Export CSV'.

4. Once on the recipient’s profile, you can modify the recipient’s permissions by checking/unchecking them. Don’t forget to save to apply your changes.

You also have the option to add new properties to a recipient in order, for example, to differentiate a store account from its regional manager (More information about properties in our dedicated article) : 

Send a new password to a recipient

1. If you are a administrator, click in the top right corner of the platform to open the panel where you can choose to access your user account settings, your organization’s Skeepers Feedback Management account settings, or log out of the platform.
2. Click on 'Settings for [YOUR ORGANIZATION’S SKEEPERS ACCOUNT NAME]'.
3. In your organization’s account settings, open the 'Recipients' tab. You will see the list of all recipients created on your organization’s Skeepers account. Select a recipient from the existing list and click the button .
4. Once on the recipient’s profile, scroll down and click the Send a new password button. A confirmation message will appear in the top right corner of the platform.

The recipient will receive the password reset email within a few minutes sent from the contact address "no-reply@myfeelback.com". We invite the user to allow emails from this address beforehand and to check their spam folder if necessary.

Share a dashboard with a recipient or user

You have the option to share a dashboard by email with a user, a recipient, or a specific email address. We detail the sharing procedure in our dedicated article.

Depending on your needs, you can filter the dashboard view to global data or to a "filtered" view on specific items. Example: A regional manager (recipient) who should only access data for their area.

If you want to share a dashboard with recipients/users with a filtered view, we invite you to assign properties to a user/recipient as explained in this article.

Note that only an administrator can assign one or more properties to a user/recipient profile. Once the property is configured, each user can generate a dashboard share by email or URL with a filtered view based on the properties already set for a user/recipient (e.g., Marseille store that only has access to its own store’s data).

FAQ 

If you have any questions, do not hesitate to contact our Customer Care team.