As mentioned in our article Access management overview, you have autonomy in managing access to your organization's Skeepers Feedback Management account.
Administrators (also called account operational managers) are the only people authorized to freely manage the creation, modification, and deletion of recipients. Skeepers imposes no restrictions on the number of recipients allowed on an account. The only restriction is that an email address must be linked to only one Skeepers account : either a user account or a recipient account.
Glossary of access management
A Skeepers Feedback Management account is the dedicated space for your organization within the Feedback Management platform. There are three types of accounts:
- Standard account: a classic account dedicated to a company/entity, with no interaction with another Skeepers Feedback Management account.
- Parent account: a "super account" that manages multiple child accounts. This type of account is common for large international groups that want easy access to the content of their entities, subsidiaries, or brands.
- Child account: a standard account linked to a parent account.
A user is an individual access to your organization's Skeepers account within the Feedback Management platform. Permissions and roles can be assigned to a user.
A recipient is an individual access limited to certain shared elements. Shared elements (notably dashboards) are initiated by a user or an administrator.
From a technical perspective, a recipient is a user with very restricted permissions, limited to read-only access with no ability to make changes within the platform.
An administrator (also referred to as the account operational manager) is a "super user" with admin access to your organization's Skeepers account.
They are usually designated at the beginning of the partnership with Skeepers and are responsible for managing access to the account.
For any addition or change of administrator on your organization's Skeepers Feedback Management account, please inform your Customer Success Manager or the Customer Care team.
A permission is an authorization or privilege assigned to a user or a recipient.
Depending on whether the option is enabled or disabled, the user will be able to access a feature. Only administrators can manage permissions.
Create a single recipient manually
As a user, you can view the recipients of your organization's account. However, only an administrator can create new recipients or modify access for existing recipients. To do so, click at the top right of the platform to open the panel where you can choose to access your user account settings, the Skeepers Feedback Management account settings for your organization, or log out of the platform.
Click on 'Settings for [NAME OF YOUR ORGANIZATION'S SKEEPERS ACCOUNT]'.
In the settings for your organization's account, open the 'Recipients' tab. Here you will find the list of all recipients created on your organization's Skeepers account. Then click the 'Add new recipient' button.
On this page, complete the required fields including languages and properties (which you have previously configured in the 'Settings' section of the platform). Then choose whether the password will be automatically generated or customized according to your needs.
Then, select the adequate right for the recipient. Check our dedicated article to find out which right is appropriate for each recipient profile.
Once you save the page, an email will be sent to the provided email address. We recommend that the recipient allows emails from the address "no-reply@myfeelback.com" beforehand and checks the spam folder if necessary. The email will be sent in the language set up on the recipient's profile.
Import one or more recipients to the platform
As an administrator, you have the option to import recipients in bulk into the platform via a CSV file import.
To do this, you just have to click on the top right of the platform to open the panel where you can choose to access the configuration of your user account, the configuration of your organization's Skeepers Feedback Management account, or to log out of the platform.
Click on 'Settings for [NAME OF YOUR ORGANIZATION'S SKEEPERS ACCOUNT]'.
In the account's settings, open the 'Recipients' tab. You will find the list of all recipients created on your organization's Skeepers account. Then press the 'Actions' button.
Then download the CSV import template and complete it. The columns starting from column H are optional and correspond to the properties created on your account.
If you want to add multiple property values for a recipient, simply separate the values in the same cell using a pipe "|" like this :
Once the CSV file is filed and ready, click on the 'Actions' button and choose 'Import your CSV file'.
You can then choose whether the passwords for the new recipients will be generated automatically or not, and whether the password will be sent to the email provided for each recipient. Click on the 'Import from your CSV file' button.
If the import file is correct, all you have to do is click on the 'Confirm Import' button, and your recipients will be automatically created with the completed information and default rights enabled.