CredSpark clients in certain license tiers are entitled to have an Admin account. An Admin account comes in handy if you have more than one content creator, team, or brand within your organization. An Admin account helps to manage all Expert (i.e. content creator) accounts; to review their content, their activity, and their data; and to have an overview of all interactions in one place.
This article explains what you can do as an Admin and how:
- Organizations and Teams
- User Account Types: Admin, Team Manager, Expert, and Data Only User
- Admins: Logging in
- How to create a new User
- User Roles
- How to create a new Team
- Team Settings
- Frequently Asked Questions
Organizations and Teams
CredSpark clients are grouped into Organizations and Teams. An Organization is an entity which licenses CredSpark’s app. A Team is one or more groups of people using CredSpark inside an Organization as part of its CredSpark license.
Each Organization has an Admin, who’s the person responsible for making entity-level decisions about the use of CredSpark, creating Teams, and even creating Users (more on that below.) Each Team has a Team Manager, who functions as the Admin within the scope of their specific team.
An Organization’s first Admin account can only be created by CredSpark’s Support team: firstname.lastname@example.org. But afterward, that Admin may create other Admins within their Organization.
Team Managers may be created/designated by Organization Admins, without the need for contacting CredSpark.
User Account Types: Admin, Team Manager, Expert, and Data Only User
Before we dig deeper, let’s lay out the differences in functionalities between Admin, Team Manager, Expert and Data Only User accounts:
Data Only User
Run response reports
|Share results with 3rd parties||+||+||+|
|Create new accounts||+||+|
|Access/manage Expert accounts||Only their own team's||+|
|Access all Organization interactions|
|Create a new team|
Admins: Logging in
If you are an Admin, log in to CredSpark: http://app.credspark.com. Click on the profile icon in the top right and select “Users & Teams Management”:
You will be directed to the Users & Teams Management page where you can see all Teams, Users, and Interactions within your organization:
How to create a new User
Admins can create new user accounts from the “Users” tab. To create a new user from the Users tab click on the “+” icon on the right side. A modal will appear where you can enter the email address of the person you want to invite. Each user has to have a team, so you will be asked to assign one:
Once you invite a new user, they will receive an invitation email:
In order to join the team they should click on “Join Now” and create their account password. One user can be part of multiple teams.
When you create a new user, you have 2 role options: Admin and User.
Admin is the most powerful role in an organization. This role can access all of an organization’s data, so assign this role responsibly. Admins can create and delete teams and users. They can access all interactions as well as collected data.
Users can be granted Admin role from Users tab:
Team Manager Role
Team Manager is the second most powerful role in an organization. Team managers can add new users/delete existing ones from the team, change a Team’s name, and transfer interactions between teams (they must be a Team Manager for both teams).
The Expert role is by far the most common role for CredSpark users, because it’s focused on creating content and collecting data. Each Expert has their own credentials to login to the app and can create and publish interactions. Multiple Expert accounts are useful if you have more than one person responsible for content creation or different brands in your organization.
A Data-Only account is designed for people within an organization who only need access to the data, such as answers and registrations captured, and they do not need any editing capabilities. A Data-Only role is useful when you want to open up access to CredSpark’s data without increasing the number of people who can edit a Team’s content.
Go to a Team’s Settings page to specify User permissions. By default users assigned Expert role. Users can have different roles within different teams:
How to create a new Team
As an Admin you can create a new team. Teams are useful if you have multiple brands or departments and you want to have separately managed accounts. To create a new team go to the Teams tab and press the “+” icon:
Once you create a new Team, you will be directed to the Settings and Members tab:
Here you can add new members (those already existing within the organization or new ones), remove members, and manage their roles.
In the Team settings tab you can change the team's name, description, transfer interactions from other teams, or delete the Team.
Frequently Asked Questions
When should I check “New users are automatically added to this team”?
In some situations, you might have a team whose content should be visible to everyone in your organization. In this case you would want to check “New users are automatically added to this team.” It means that every new user you will create will automatically have access to this team’s content.
How do I transfer interactions between teams?
In some cases you might want to transfer some interactions from one team to another. To do so, go to the Settings page for the Team from which you want to transfer interactions. Click on the “Transfer interactions” button and select the interactions which you want to transfer:
Can I delete a Team?
Only Admins (i.e. Organization level) have the right to delete a Team. This action is not reversible so be very careful when you decide to delete the team. Go to the Settings page of the team you want to delete and click the “Delete Team” button. You have an option to transfer team’s content to another team:
Once you choose the action, click “Delete.”