MANAGER ADMINISTRATION

This page controls the access rights for administrator and manager accounts.

Each manager can have an individual account, or a company can create a few shared accounts for different levels in their organization

There are over 25 selectable access rights, including:

  • Systemwide access (full access, for mystery shop administrators who can be given rights to some or all client accounts)
  • Client Master access (for upper level company managers)
  • Shop Report viewing access (Managers access to surveys can be restricted to almost any desired level)
    • Example: A Location Manager can be only given rights to see surveys for his/her location
    • Example: A Division Manager can be given rights to see surveys within his/her division, but only overall scores for other divisions
    • Example: A Regional Manager can be given rights to see all surveys for the entire company
  • PDF generation access
  • Report Distribution access
  • File export access
  • Scheduler / Autoscheduler access
  • Reviewer access




 MANAGER ADMINISTRATION
 user: D. Eisenhower
Manager Administration
Login Details
First Name: Last Name:
Manager Login: Password:
Client: Email Address:
Access Options
General Access
Manager has systemwide access for the following clients:
None All Widgets Fast Food USA
Retail Store USA      
If no systemwide access, manager has access to all client functions, including password administration, for the following clients:
None All Widgets Fast Food USA
Retail Store USA      
Individual Access Options
If no general access, manager can...
View individual surveys View shopper information
View PDF reports Generate PDF reports
Edit forms Get downloads
Edit locations Post jobs to the job board
View shop logs No   Own   All   Distribute reports through email No   Own   All  
View reports No   Own   All    
Reviewer Options
Review shops for the following clients:
None All Fancy Store USA Fast Food USA
Retail Store USA      
Review shops with a status...
...starting at: ...ending at:
Scheduler Options
Manually schedule shops for clients:
None All Fancy Store USA Fast Food USA
Retail Store USA      
Autoschedule shops for clients:
None All Fancy Store USA Fast Food USA
Retail Store USA      
Level Access
Level 2 Access Level 3 Access
Level 4 Access Level 5 Access
Ranking Access  
   

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