MANSOQ Access & roles
Manage organizations for a questionnaire
This flow describes how to control which organizations can see and use a questionnaire in MANSOQ. Pre-requisites - The questionnaire is saved in MANSOQ, and you open it to change it. See Create a questionnaire. - You have the permissions listed…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to control which organizations can see and use a questionnaire in MANSOQ.
Pre-requisites
- The questionnaire is saved in MANSOQ, and you open it to change it. See Create a questionnaire.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Create/Update Questionnaires | Lets you add or remove the organizations of a questionnaire. |
Note: You need this permission in the current organizations of the questionnaire. You also need this permission in each organization that you add.
Steps
1. Open the organizations panel
Open the questionnaire that you want to change.
In the Properties panel, click Manage Organizations.
MANSOQ opens a panel. Under Selected Organizations, the panel shows the current organizations as badges.
Note: When you create a new questionnaire, you select the organizations on the form. MANSOQ does not save the form until you select at least one organization.
2. Add an organization
Under Add Organizations, click Search Organizations.
Enter the name of the organization that you want to add.
Click the organization in the list. MANSOQ adds a badge for the organization.
3. Remove an organization
Find the badge of the organization that you want to remove.
Click the cross on the badge. MANSOQ removes the badge.
4. Save your changes
Click Save.
Note: The Save button stays inactive until you change the organizations.
Note: To close the panel without saving, click Cancel.
Expected Outcome
- MANSOQ shows the message "Organizations updated successfully".
- The organizations that you added can see and use the questionnaire.
- The organizations that you removed can no longer see or use the questionnaire.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.