Managing Users

*Note: The tasks below must be performed by someone with administrator rights in Checkster.

There are 3 levels of employer accounts:

• Subaccounts are typically recruiters who are starting surveys in Checkster. These users have access to seeing and taking action on their own surveys, but not on the surveys started by other users within the organization.
• Super Users are typically recruiters or coordinators who are starting surveys in Checkster. These users have access to seeing and taking action on their own surveys, as well as on surveys started by other users within the organization. SuperUser rights can be restricted so that they can see some other users' surveys, while others are hidden from view.
• Administrators are the main contact person/people within the organization for Checkster. Administrators are able to create new employer accounts and manage users, modify surveys and email templates, etc. To maintain consistency of the account setup, we suggest that administrator rights be limited to only one, or to a small handful of users.

How do I add a new user?

1. Click on Settings at the top of the page.
2. Select Manage Users from the left side menu.
3. Click on Add User.
4. Fill in the required fields.
5. Click on Add User.

Note: When entering a password for the new user, enter any text of your choice. Checkster will automatically send an email to the newly added user with login instructions. You are not required to save the login details you set up, or send login instructions to the user yourself.

How do I make someone a Super User or Administrator?

1. Click on the user's name under Settings > Manage Users.
2. Check the box next to SuperUser and/or Admin.
   • By default, a superuser will have visibility into the surveys started by all other users within your organization. To manage which users the superuser has access to, click on Restrictions.
3. Click on the Update User button to save your changes.

How do I edit a user's login or personal details?

1. Click on the user's name under Settings > Manage Users.
2. Edit the desired fields.
3. Click on Update User to save your changes.

How do I lock/block a user?

1. Click on a user's name under Settings > Manage Users.
2. Check the box next to "Locked".
3. Click on the Update User button to save your changes. The status of the user will change to Locked and they will no longer have access to Checkster.

Note: To unlock a user, follow step 1 above, then uncheck the box next to Locked and save your changes.

How do I manage which surveys a user has access to?

1. Click on the user's name under Settings > Manage Users.
2. Click on Manage Survey View.
3. Check the boxed next to the surveys that the user should have access to.
4. Click on Update User to save your changes.