Getting started as tenant admin

Getting started as tenant admin

Welcome as an Effect IO tenant administrator!

Below you find an overview of the steps needed to go from a survey to exporting data.

Effect IO is optimized for simplicity and flexibility for running projects. Working with surveys, reports and products is more complex and assumes some prior knowledge of surveys. We offer start-up workshops if you would like more in-depth help of getting started. Contact support@effect.io for more info.

We assume you already have confirmed you user and is logged in. This will give you access to all tenant administration features needed for the tasks below.

Tenant admin role

1. Create survey. This must be saved and published to be possible to use for projects
2. Create report (optional) : Needed if you are to have PDF reports from projects. Tenant admins can always download CSV export directly from surveys without setting up reports.
3. Create product: For companies/departments and their users to create projects the need to subscribe to it. Here, you configure the product that companies/departments can activate within their account.

Company admin role:
Within each company, an admin can activate subscriptions to surveys and reports. This is mandatory for being able to set up project that uses survey.

4. Activate the product subscription for company

Company user/project manager role:

5. Create project based on a survey

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