Modify the rights and properties of a recipient on your Skeepers Feedback Management account

As specified in our article Access management overview, you are autonomous in managing access to the Skeepers Feedback Management account of your organization.

The Skeepers Support team is not authorized to add or modify specific rights, properties and access for a recipient. Only administrators (also known as account operational managers) can freely manage recipient access to the organization's account. Therefore, we invite you not to contact Skeepers Support regarding this matter.

Glossary of access management

A Skeepers Feedback Management account is the space dedicated to your organization on the Feedback Management platform. There are three types of accounts : 

  • A standard account is a classic account dedicated to a company/entity, which has no interaction with another Skeepers Feedback Management account.
  • A parent account is a "super account" that governs several child accounts. This type of account is common for large international groups that want easy access to the contents of their national entities, branches, or own brands.
  • A child account is a standard account attached to a parent account.

A user is an individual access to your organization's Skeepers account on the Feedback Management platform. It is possible to assign a number of rights and roles to a user.

A recipient is an individual access limited to certain shared elements. The elements shared with recipients (notably dashboards) are at the initiative of a user or an administrator. Technically, a recipient is a user with extremely restricted rights confined to read-only access without the possibility of modification on the platform.

An administrator (also known as the account operations manager) is a "super user" who holds admin access to your organization's Skeepers account on the Feedback Management platform. They are usually designated at the beginning of the partnership with Skeepers. Subsequently, they manage the creation and management of Skeepers Feedback Management access on your organization's account. They hold this right : 

For any addition or change of administrator on your organization's Skeepers Feedback Management account, please communicate this information to your Customer Success Manager or the Customer Care team.

A user right is an authorization, a privilege granted to a user. Depending on whether the element is checked or unchecked, the user will be able to access a feature or not. Only administrators can influence user rights.

A account permission is an authorization granted to your organization's specific Skeepers account. Permissions are managed only by the Skeepers Feedback Management teams (Support or Professional Services if subscription to a feature).

Modify the rights and properties of a recipient

If you are an administrator, 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. Choose a recipient from the existing list and click the 'Edit' button. You also have the option to export the recipient list to a .CSV file by clicking the 'Actions' button at the bottom right of the platform and then clicking 'Export to CSV'.

Once on the recipient's profile, you can change the recipient's rights by checking/unchecking them. Do not forget to save your changes.

You also have the option to add new properties to a recipient to, for example, differentiate the account of a store and that of its regional manager (More information on properties in our dedicated article).

 

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

 

Was this article helpful?
0 out of 0 found this helpful