My Account
Company Admin Settings
-
How-to
Setting up SurveyTester for your company: the administrator's checklist
What an administrator sets up once before project teams start: roles and users, folders, project types, automatic checks, dictionary, AI engines and templates.
-
FAQ
AI Administration & Usage Controls
The AI Administration & Usage Controls feature allows administrators to manage the AI engines available within SurveyTester or add a custom AI Engine.…
-
Article
Roles and permissions
SurveyTester grants permissions through roles. Combine roles per user, use empty roles as groups for client projects, and never strip the admin role.
-
FAQ
Auto-Detect Issues
The Auto-Detect Issues feature helps you proactively identify and resolve common survey problems that may negatively impact respondent experience and…
-
How-to
Setting up automatic issue detection per project type
Decide which automatic checks your company runs, switch them per project type, and set the classification values each finding gets when it becomes an issue.
-
How-to
Deactivate a user for your company
Take a user's access to one company away without deleting the account: roles are parked, the user stays active in other companies, and reactivation restores everything.
-
How-to
Organizational information on the dashboard
Give every role a text with what its users should know - contacts, conventions, links - and users see it as a dashboard block across all their companies.
-
FAQ
Add User / Role to SurveyTester
To add a new USER, click on the gear icon on the top right corner and go to the Administration & Settings.
-
How-to
Market and language questions per project type
Name the market and language questions once per project type; new projects pick them up from the first test run and fill markets and languages.
-
FAQ
Classification Fields
Classification Fields help structure issue reporting. Field Sets group them for projects. You control visibility, colors, defaults, and whether values…
-
FAQ
Company Setting for Fields on the Issues Page
The fields displayed on the Issues page are configured at the company level under Company Settings > Issue Handling > Field Names for the Excel Export…
-
FAQ
Duplicate a Role
Administrators can quickly create a new role by duplicating an existing role and adjusting its permissions as needed. This approach ensures consistency…
-
FAQ
Manage Locked Roles
Roles determine which features and functions users can access within the SurveyTester platform. Proper role management helps maintain security, ensures…
-
FAQ
Who has access to my projects?
Project Permissions allow administrators to control which users and roles can access a specific project. While most administrators have access to all…
-
FAQ
Company Dictionary
The Company Dictionary allows your organization to maintain a centralized list of approved words that the spell checker should recognize. This is…
Notifications, Permissions & Subscriptions
Issues
-
Article
Spell check
SurveyTester spell-checks every tested page in the language of the test run and reports typos as findings: what is checked, what is left out, and how to handle brands.
-
How-to
Reason for closing and re-opening issues
Make users enter a reason whenever an issue is closed or re-opened, per project type. The reason is kept in the issue history and shown in the issue list.
-
Article
Automatic re-check of fixed issues
Mark fixed issues for a re-check. SurveyTester tests them again on the next capture, tells you whether the problem is gone, and you confirm the result.
Project Details
-
FAQ
Add Role / User to a Project
When no ROLES / USERS assigned to a project you will see the below -
-
How-to
Backing up and restoring projects
Create a backup on the Lifecycle page, manage files on the Project Backups page and restore it as original, replacement or copy, even on another server.
-
How-to
Closing a project
Close a project after sign-off to freeze it: read-only for everyone, no new test runs, SurveyBots cancelled. Reopen it any time on the Lifecycle page.