Why Is File Upload Greyed Out in My Salesforce Flow

User, Group, & Partitioning Permissions

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Almost Permissions

This folio details the various user permissions that you are able to enable and disable for each user, group, or division.

If you lot are a make administrator and would like information on how to change permissions, visit the Creating and Managing Users back up page. Annotation that not all of these permissions may be bachelor for your license. If you are the make administrator and are interested in enabling 1 of these permissions for your license, delight reach out to your Qualtrics Business relationship Executive or Customer Success Representative.

Qtip: Changing a permission toAs Blazon makes the permissions match a user's user type. Otherwise, enabling or disabling a permission will override whatsoever is set at the user blazon level.

Enabling Advanced Feature Permissions

As a brand administrator, y'all will exist responsible for several duties within your organisation. One of these duties is to make sure the right permissions are enabled for each user. Depending on your license and if the characteristic was purchased, you may have specific advanced permissions enabled for your business relationship. Laid out beneath is which avant-garde permissions are automatically enabled for your license, and which permissions yous will take to enable for other users who wish to employ the feature.

Avant-garde permissions automatically enabled for the entire brand (all users)

• File Upload
• Signature Question
• Highlight Text
• Stats iQ – Individual User

  Qtip: For about licenses, this permission will exist automatically enabled for all users. All the same, if you lot've purchased Stats iQ for but a subset of users on your license, so this permission will demand to be manually enabled past a brand ambassador for any users who need access to Stats iQ.

Advanced permissions that are automatically enabled for Brand Administrators only

• Salesforce Integration
• Use SMS Distributions
• Tableau Web Data Connector
• Admission API
• Use Advanced Quotas
• Allow Tallying Screened Out Responses
• Apply Table of Contents

Advanced permissions that Brand Administrators need to enable for other Brand Administrators and users

• Create Make Tracker Projects
• Create BX Dashboards Project
• Utilize Offline Mobile App
• Use Brand Drivers Analysis Simulator
• Utilise Imported Data Projects
• Workflow Reporting
• Customize Email Headers
• Tango Bill of fare Integration
• Adobe Analytics Integration
• Marketo Integration
• Slack Integration
• Apply WhatsApp Distributions
• Stats iQ – Individual User Permissions
• Use Crosstabs – Individual User
• Predict iQ – Private User

General Permissions

Project Permissions

These permissions relate to the different Qualtrics Feel Direction project types and will exist enabled past Qualtrics according to your license. Still, the Cadre XM permission needs to be turned on in order to exist able to access your Qualtrics surveys. We recommend never disabling this permission.

Account Permissions

• Access Mailer: User tin access the Email section inside the Distributions tab, tin distribute an electronic mail to a contact list, send email triggers, utilise the E-mail and XM Directory tasks in Workflows, and electronic mail CX Dashboards. When disabled, Send Email to List volition no longer be an option in the contact listing options, the Email department of the Distributions tab will not be clickable/accessible, follow up emails volition not be sent in Ticketing, electronic mail triggers volition not be sent, and email tasks volition fail.
• Admission API: User can access the Qualtrics v3 API. This permission is often required for many extensions to office properly within Qualtrics.
• Access Organization Address Book: User can admission the organization's accost volume for collaborating on surveys. When disabled, User and Group Address Book will no longer be bachelor when collaborating on a project. In addition, when this permission is enabled for the Tickets Task, you can assign colleagues to tickets by searching for a name or phrase from the username; when it is disabled, you lot must blazon a user's full proper name to assign a ticket to them.
• Collaborate Projects: Allows a user to collaborate on surveys and/or invite others to collaborate on their surveys with other users in their Qualtrics license. When disabled, the user volition not be able to invite other users from their brand to collaborate, and surveys that have been collaborated with them will non testify upwardly in their business relationship.
• Permit JavaScript: User tin add custom JavaScript to survey questions. When disabled, Add together JavaScript will no longer exist an option and any added JavaScript will no longer work.
• Allow All HTML Markup: User can add custom HTML to survey text. When disabled, any custom HTML markup will not be displayed when taking the survey, despite displaying in the survey editor. This volition include any formatting performed with the rich content editor equally it uses HTML markup for its formatting.
• Translate Surveys with Google Translate: User tin can admission the auto-translation feature that is connected to Google Translate. When disabled, the auto-translate icon volition no longer be available in Translate Survey or Translate Message.
• Download Survey Reports: User tin can download legacy Printed Reports. When disabled, no export options will appear under the Share carte of the legacy Printed Reports.
• Enable Public Reports: User can publish reports to the spider web. When disabled, Manage Public Report will no longer be an choice under the Export Reports menu in the Reports tab and Publish To The Web will no longer be bachelor in the Share bill of fare for legacy Printed Reports.
• Use Qualtrics Tickets: User can utilise the Qualtrics Tickets characteristic. When disabled, the tickets chore will no longer be available in the Workflows tab and the Follow-up page will no longer be bachelor.
• Use CX Dashboards: User can access Qualtrics CX Dashboards. When disabled, the user will no longer exist able to log into CX Dashboards and CX Dashboards will no longer be accessible from the follow-up page.
• Manage Journeys: User can access and manage journeys.

  Attention: Both the Manage Journeys andUse Journeys permissions are necessary to enable the journeys feature.

• Use Journeys: User can access and use journeys.

  Attending: Both the Manage Journeys andUse Journeys permissions are necessary to enable the journeys characteristic.

• Create CX Projects: When this is enabled, y'all will be able to create CX Dashboards projects. When disabled, you will non exist able to. Use CX Dashboards must also exist enabled for this permission to work.
• Manage Qualtrics Tickets: An old ticketing permission that is no longer used.
• Qualtrics Tickets Admin: Must be combined withUse Qualtrics Tickets. Past enabling this setting, you tin can make a user an administrator over tickets without making them a brand administrator. Gives admission to the ticket options listed here that are usually reserved for make administrators.
• Manage CX Users: When this is enabled, a user can manage CX Dashboards users and ticketing settings unremarkably reserved for administrators, all without having to exist a brand administrator.
• Stats iQ – Individual User: User can access Qualtrics Stats iQ. When disabled, the Stats iQ section volition non be available in the Data & Analysis tab.
• Stats iQ – Private User – Describe: Specifically enables the user's ability to describe variables. Stats iQ – Private User must be disabled, or all blazon of analyses will nevertheless be enabled for that user.
• Stats iQ – Private User – Relate: Specifically enables the user's power to relate Stats iQ variables. Stats iQ – Private User must be disabled, or all blazon of analyses will still be enabled for that user.
• Stats iQ – Individual User – Pivot Tables: Specifically enables the user's ability to create pivot tables from Stats iQ variables. Stats iQ – Individual User must be disabled, or all type of analyses will nevertheless be enabled for that user.
• Stats iQ – Private User – Regression: Specifically enables the user'due south ability to create regressions. Stats iQ – Individual User must be disabled, or all type of analyses will still be enabled for that user.
• Stats iQ – Individual User – Cluster: Specifically enables the user's admission to Cluster Analysis. Stats iQ – Individual User must be disabled, or all type of analyses will notwithstanding be enabled for that user.
• Apply Crosstabs – Individual User: When enabled, this permission grants access to Crosstabs. When disabled, the Crosstabs department will non exist available in the Data & Analysis tab.
• Predict iQ – Individual User: Enables or disables Predict iQ.
• Use Response Weighting: Enables or disables access to response weighting.
• Use Imported Data Projects: User can access the Imported Data project type. When disabled, Imported Data will no longer exist a project type option when creating a survey.
• Choice Based Conjoint: When the Conjoint solution has been purchased by an arrangement, enabling this permission and Product Experience will allow a user to create a Conjoint. This permission does non touch access to existing Conjoints the user may own.
• MaxDiff: When the MaxDiff solution has been purchased by an organisation, enabling this permission and Product Feel will allow a user to create a MaxDiff. This permission does not touch access to existing MaxDiffs the user may own.
• Create Brand Tracker Projects: This permission controls whether you tin create the Brand Tracker XM Solution. This permission will have no outcome if theBrand Experience permission under General Projection Permissions is disabled.
• Customise Email Headers: When enabled for a brand administrator, this allows them to set a Custom Email Header for the entire organisation. When enabled for non-brand administrators or division administrators, this permission does nothing.
• Create Brand Feel Projects: Enabling this permission allows you to create projects within the category of Brand Feel. If you have non purchased access to the Brand Feel platform, you lot volition not be able to use this category regardless.
• Create BX Dashboards Project: Enabling this permission allows users to create and view Brand Experience dashboards. This permission is also required in order to collaborate on a BX dashboard.
• Manage Workflows Across Projects: When enabled, lets the user access the Workflows page, where they tin can see all the workflows in their account in one place. Disabling this permission disables this account-wide page, only does not remove access to the individual Workflows tab inside a project.
• Manage Production Testing Participant Portal: This permission is for a characteristic that is in preview.
• Modify SES Resources: This permission is for a characteristic in development.
• Allowed IP Addresses: Specifies the IP addresses a user must come from in order to log in to their account. Select Override to specify a different limit by typing in a comma separated listing of IP addresses and select Unset Restriction to revert to the default restriction.

  Qtip: To allow an entire IP range, enter the IP range in ten.y.z.* format. For example, if I need to restrict Qualtrics access to the IP range spanning 126.10.115.0 to 126.10.115.255, so I can enter 126.x.115.* to comprehend all of the IP addresses within the range.

Library Permissions

• Utilize Library Surveys: User can create and employ surveys from the Survey Library. When disabled, the user will not be able to employ any content from their Survey Library, and if they try to admission the Survey Library from the Library page, they will receive a bulletin that saysYou practice not have access to this library. Contact your brand admin if y'all feel this is a error.
• Use Library Blocks: User can utilize blocks from the Survey Library. When disabled, Show Blocksvolition no longer be an selection in the Survey Library and blocks from the Survey Library will not be able to be used. However, users will however exist able to add blocks to their Survey Library.
• Use Library Questions: User can use questions from the Survey Library. When disabled, Show Questionswill no longer exist an choice in the Survey Library and questions from the Survey Library will not be able to exist used. Notwithstanding, users will all the same be able to add together questions to their Survey Library.
• Utilize Library Messages: User can create and use messages from the Messages Library. When disabled, the user will non be able to use whatsoever content from their Messages Library, and if they try to access the Messages Library from the Library page, they will receive a message that saysYou lot do not have access to this library. Contact your brand admin if you feel this is a fault.
• Use Library Graphics: User can create and use graphics from the Graphics Library. When disabled, the user will non be able to use whatever content from their Graphics Library, and if they try to access the Graphics Library from the Library folio, they will receive a message that saysYou do not have access to this library. Contact your brand admin if yous experience this is a mistake.
• Use Color Groups: User can create and use color groups in the legacy Printed Reports. When disabled, the color groups option will not be available.
• Use Library Files: User can create and use graphics from the Files Library. When disabled, the user will not be able to use any content from their Files Library, and if they try to access the Files Library from the Library page, they will receive a message that saysYou lot do not have access to this library. Contact your brand admin if you feel this is a mistake.
• Apply Panels: Users tin create and use contact lists. When disabled, the Contacts page volition no longer be available in the user's account.
• Use Panel Samples: Users can use samples in the Contacts page. When disabled, the Create Sample button will however be available and the user volition however be able to create a sample, yet, the sample will non exist available for use or visible in the Contacts folio after creation unless the Use Console Samples permission is re-enabled.
• Use Library Saved Logic: User tin can salvage searches in XM Directory.
• Manage Library Surveys: User can Rename, Edit, Translate, and Delete surveys from the library. When disabled, the options to Rename, Edit, Interpret, and Delete surveys volition be grayed out in the survey library options dropdown carte in the Survey Library. Users will exist unable to copy surveys to the Survey Library.
• Manage Library Blocks: User can Rename, Edit, Translate, and Delete blocks from the library. When disabled, the options to Rename, Edit, Translate, and Delete blocks will be grayed out in the survey library options dropdown menu in the Survey Library. Users will be unable to re-create blocks to the Survey Library.
• Manage Library Questions: User can Rename, Edit, Translate, and Delete questions from the library. When disabled, the options to Rename, Edit, Translate, and Delete questions will be grayed out in the survey library options dropdown menu in the Survey Library. Users volition be unable to copy questions to the Survey Library.
• Manage Library Messages: User can Create, Rename, Edit, Copy, Translate, and Delete letters. When disabled, the options to Create, Rename, Edit, Copy, Interpret, and Delete messages will be grayed out in the messages options dropdown menu in the Messages Library.
• Manage Library Graphics: User tin Rename, Edit, Copy, and Delete graphics. When disabled, the options to Rename, Edit, Copy, and Delete graphics will be grayed out in the graphics options dropdown menu in the Graphics Library.
• Manage Library Files: User can Rename, Edit, Copy, and Delete files. When disabled, the options to Rename, Edit, Copy, and Delete files will be grayed out in the files options dropdown menu in the Files Library.
• Manage Panels: User can create and edit contact lists. When disabled, the Create Contact List button will no longer be available and Import List, Send Email to List, Edit List Details, Motion List, and Delete will all no longer be bachelor in the Contact List Options dropdown menu.
• Manage Panel Samples: User can regenerate and delete previously created samples. When disabled, the options Regenerate Sample and Delete will exist unavailable in the sample options menu.
• Manage Color Groups: User can edit color groups in the legacy Printed Reports. When disabled, the option to edit colour groups volition be disabled.
• Employ every bit a Reference Library: User tin can utilise surveys from the Survey Library equally a Reference Survey in the Survey Menstruation. When disabled, Reference Survey will nevertheless be available every bit an selection in the Survey Flow, however, the user will be unable to select a survey to reference from the Survey Library.
• Allowed Graphics Storage (MB): Sets a limit, in megabytes, on how much storage space users have in their graphics library.

Jump-Start Templates

• Banking: Allows the user to use the Banking Leap-Showtime Templates when creating a survey. This is currently not available to all users.
• K12: Allows the user to utilize the K12 Jump-Start Templates when creating a survey. This is currently not available to all users.

Question Types

• Multiple Choice: Allows the user to utilize the Multiple Choice question type.
• Matrix Table: Allows the user to use the Matrix Table question blazon.
• Open-Ended Text: Allows the user to apply the Text Entry and Class Field question types.
• Descriptive Department: Allows the user to use the Descriptive Text and Graphic question types.
• Constant Sum: Allows the user to use the Constant Sum question type.
• Slider: Allows the user to utilize the Slider question type.
• Rank Order: Allows the user to employ the Rank Club question type.
• Graphic Slider: Allows the user to employ the Graphic Slider question blazon.
• Side by Side: Allows the user to use the Next question type.
• Selection, Group, and Rank: Allows the user to use the Choice, Group, and Rank question type.
• Drill Down: Allows the user to use the Drill Down question type.
• Hot Spot: Allows the user to use the Hot Spot question type.
• Heat Map: Allows the user to use the Heat Map question type.
• Timing: Allows the user to utilise the Timing question type.
• Metadata: Allows the user to apply the Meta Info question type.
• Gap Analysis: This permission is related to a deprecated characteristic.
• File Upload: Allows the user to use the File Upload question type.
• Dynamic Matrix: Allows the user to use questions built for them by the Qualtrics Engineering Services team. For more information, reach out to your Qualtrics Customer Success Representative.
• Captcha Verification: Allows the user to use the Captcha Verification question type.
• Net Promoter Score: Allows the user to use the Net Promoter Score question blazon.
• Highlight Text: Allows the user to apply the Highlight question blazon.
• Signature: Allows the user to use the Signature question type.
• Autocomplete with Google Maps: This permission affects a feature currently in preview. For brands without access to the Autocomplete question, this feature will have no effect.
• Autocomplete with Jira: This permission affects a feature currently in preview. For brands without access to the Autocomplete question, this characteristic will accept no effect.
• Autocomplete with Supplemental Data: This permission affects a feature currently in preview. For brands without access to the Autocomplete question, this feature will have no effect.

Survey Permissions

• Translate Surveys: User tin can access the Translations feature. When disabled, translations will no longer be an choice in the Survey options menu. Still, the user will withal exist able to translate messages.
• View Survey Results: User tin admission the Information & Analysis and Reports tabs in their business relationship. When disabled, neither the Data & Analysis or Reports tabs will be available.
• View Response ID: User can view the Response ID for survey responses. When disabled, the Response ID volition be replaced with asterisks in the Data & Analysis tab. Notwithstanding, the Response ID will still be available in the contact history and when downloading the Information Table export.
• View Restricted Data: User can view the First Name, Concluding Name, Email, External Reference, Location Latitude, Location Longitude, and IP address fields. When disabled, these fields will be replaced with asterisks in the Data & Analysis tab and will exist unavailable in any data consign.
• Set Survey Options: User can edit the Survey options in the Survey tab. When disabled, the user will still be able to access the survey options, however, they will exist unable to edit any of them.
• Customize Theme: When disabled, users volition only be able to select a preconfigured survey theme. They will not be able to customize the theme beyond its presets.

Theme Permissions

Any permissions turned on or off here relate to the the themes that you would be able to use in your surveys. The permission name correlates to the theme proper noun. If your license has branded themes, they volition be listed here also.

General Group Permissions

These are all permissions that are unique to Group settings.

• Total Allowed Group Members: A permission that applies to Group Types only. Information technology allows you lot to specify the full number of users that can be a function of a group. Select Override to specify a different limit and select Unset Brake to revert to the default brake.
• Total Immune Panels: A permission that applies to Group Types only. Information technology allows you to specify the full number of contact lists a group library tin can comprise. Select Override to specify a different limit and select Unset Restriction to revert to the default restriction.
• Allowed Graphics Storage (MB): A permission that applies to Group Types only. It allows you to specify the full amount of storage (in MB) a group library tin can have. Select Override to specify a different limit and select Unset Restriction to revert to the default restriction.

General Partitioning Permissions

These are all permissions that are unique to Division settings. They will only apply to users inside the Division itself.

• Allow Proxy Logins: Allows the division ambassador to be able to proxy login to user accounts inside their Division.
• Enable IFrame Back up: Allows users in the Segmentation to be able to embed surveys in an iFrame.
• Require Smart Routing: This permission is for Qualtrics utilize only and should never be disabled.
• Crave Opt-Out Link: Will crave every distribution electronic mail sent from Qualtrics to have an opt-out link. This cannot be changed without contacting Qualtrics Support.
• Tape IP Addresses for Responses: Records the IP address when an individual submits a survey response. When disabled, the IP address will non be recorded.
• Permit Qualtrics Themes: Allows users in the Division to be able to apply the default Qualtrics themes. When disabled, the Qualtrics themes library will not be bachelor for users in the Sectionalisation.
• Capture Inbound Email in Qualtrics Tickets: Allows users in the Partitioning to be able to ii-way emailing in tickets.
• Enable Security Controls: A permission used nether rare circumstances. You volition not use this permission unless otherwise instructed by Qualtrics.
• XM Mobile Access: Allows users to login to the XM Mobile App for both CX and EX dashboards.
• RelevantID: Allows users to plow on RelevantID in their survey options.
• Bot Detection: Allows users to turn on Bot Detection in their survey options.
• Enhanced Election Box Stuffing: Allows users to configure additional fraud detection options for Prevent multiple submissions in their survey options.
• Sensitive Data Policy: Enables admission to the Sensitive Data Policy section of the Information Privacy tab for make administrators.
• Content Date Dashboard:Enables admission to the Content Engagement Dashboard for make administrators.
• User Engagement Dashboard: This permission is for a feature in preview.
• Cost Management Tagging: This permission is for a feature in preview.
• Avant-garde Response Quality: When enabled, this permission enables additional Response Quality features. These include Completion Charge per unit, Speeder Analysis, Cryptic Text Detection, Straightlining Detection, and Unanswered Question Assay.
• Brand Tracker: Enables access to the Brand Tracking XM Solution.
• Text iQ: Enables access to Text iQ and its advanced features.
• Basic Topic Analysis: Enables admission to Text iQ and its bones features.
• CX1 APIs: An older Qualtrics permission used under rare circumstances. Y'all will non use this permission unless otherwise instructed by Qualtrics.
• CX3 APIs: An older Qualtrics permission used under rare circumstances. You will non apply this permission unless otherwise instructed by Qualtrics.
• CX5 APIs: An older Qualtrics permission used under rare circumstances. You will not apply this permission unless otherwise instructed by Qualtrics.
• CoreXM APIs: An older Qualtrics permission used under rare circumstances. You will not use this permission unless otherwise instructed by Qualtrics.
• Relationship NPS: Enables admission to the Relationship NPS XM Solution.
• Touchpoint NPS (Transactional NPS): Enables admission to the Touchpoint NPS XM Solution.
• Customer Satisfaction (CSAT): Enables admission to the Customer Satisfaction XM Solution.
• Transactional Customer Attempt Score (CES):Enables access to the Transactional Client Effort Score XM Solution.
• Training Feedback: Enables access to the Training Feedback XM Solution.
• Team Issue Feedback: Enables access to the Team Event Feedback XM Solution.
• Change Management: Enables access to the Change Management XM Solution.
• Diversity and Inclusion: Enables access to the Variety and Inclusion XM Solution.
• Pricing Study (Van Westendorp): Enables access to the Van Westendorp XM Solution.
• Pricing Written report (Gabor Granger): Enables access to the Gabor Granger XM Solution.
• Product Optimization (Carte du jour Sort): Enables admission to the Production Optimization XM Solution.
• Needs-Based Analysis: Enables access to the Needs-Based Assay XM Solution.
• Production Concept Testing: Enables access to the Product Concept Testing XM Solution.
• Product Naming: Enables admission to the Product Naming XM Solution.
• Kano Assay: Enables access to the Kano Assay XM Solution.
• Production Advertising Testing: Enables access to the Product Advertisement Testing XM Solution.
• Feature Sensation: Enables admission to the Feature Awareness XM Solution.
• Make Sensation & Operation: Enables access to the Make Awareness & Performance XM Solution.
• Make Perceptions: Enables admission to the Brand Perception XM Solution.
• Advertising Artistic Testing: Enables access to the Advertisement Creative Testing XM Solution.
• Brand Diagnostic: Enables admission to the Brand Diagnostic XM Solution.
• Creative Testing: Enables admission to the Advertizing Creative Testing XM Solution.
• Attitude and Usage: Enables admission to the Attitude and Usage XM Solution.
• Product Satisfaction: Enables access to the Product Satisfaction XM Solution.
• Manager Feedback (eNPS): Enables access to the Managing director Feedback XM Solution.
• Benefits & Perks: Enables admission to the Benefits & Perks XM Solution.
• Event Feedback: Enables access to the Result Feedback XM Solution.
• Online Reputation Management: Enables admission to the Online Reputation Management integration.
• Total Immune User Accounts: Specifies the number of users that can be added to a Partition. Select Override to specify a different limit and select Unset Restriction to revert to the default brake.
• Total Allowed Grouping Accounts: Specifies the number of groups that can be created within a Division. Select Override to specify a dissimilar limit and select Unset Restriction to revert to the default restriction.

Survey Platform Permissions

Project Permissions

• Make Experience Survey Projection: Enabling this permission allows you to create blank survey projects within the category of Brand Experience. If you take not purchased access to the Brand Feel platform, you will not be able to use this category regardless. If you lot disable this permission, y'all will non be able to create surveys in this category, merely y'all can yet access ones created in the by. Run into besides Projection Types.
• Customer Experience Survey Projection: Enabling this permission allows you lot to create blank survey projects inside the category of Customer Experience. If y'all have not purchased access to the Client Experience platform, you will not be able to utilise this category regardless. If you disable this permission, y'all volition not be able to create surveys in this category, simply you tin still admission ones created in the past. See besides Projection Types.
• Employee Experience Survey Project: Enabling this permission allows you to create blank survey projects within the category of Employee Experience. If you have not purchased access to the Employee Experience platform, you will not be able to use this category regardless. If you lot disable this permission, y'all will not be able to create surveys in this category, but you can still admission ones created in the by. See also Project Types.
• Production Experience Survey Project: Enabling this permission allows y'all to create bare survey projects within the category of Product Feel. If you accept not purchased access to the Product Experience platform, y'all volition non be able to use this category regardless. If y'all disable this permission, yous will not be able to create surveys in this category, but y'all can still admission ones created in the past. Encounter besides Project Types.
• CoreXM Survey Project: Enabling this permission allows you to create blank survey projects within the category of CoreXM. If you disable this permission, you will not exist able to create surveys in this category, but yous tin can notwithstanding access ones created in the past. See as well Project Types.
• Survey Platform: This permission needs to be turned on in order to be able to create and access Qualtrics surveys. We recommend never disabling this permission. Disabling this permission overrides all permissions listed in a higher place, disabling the creation of surveys in any category.

Account Permissions

• Create Surveys: User can create new surveys. When disabled, the Create Project button volition no longer be clickable. The user will still be able to access and edit previously created surveys and surveys that they take been invited to interact on.
• Approve Surveys: User will show up on a list of possible approvers for those who need surveys approved. For more information nearly approving processes, visit the Survey Blessing Process section beneath.
• Approve Mailings: User volition show up on a list of possible approvers for those who need mailings canonical. By enabling this option for at least one user, it makes the user a mailings approver and will require everyone else in the organization to get approval before using the mailer. This includes Email distributions, Email Triggers, and sending emails to a contact listing. Y'all can make multiple users an approver by enabling this permission for each user, however, you will be unable to exclude a user in your organization from requiring approval without as well making the user an approver.
• "Interact Projects" Extends Outside Organization: Allows a user to invite others to interact and be invited to collaborate by someone exterior of their organization. When disabled, the user volition not be able to share their own surveys with those exterior of their brand and surveys that have been shared with them from outside of their brand volition not show upwards in their account. Annotation that theCollaborate Projects permission must also be enabled in lodge for exterior collaboration to piece of work.
• Allow Non-Attainable Surveys: User can design surveys that are incompatible with JAWS or other screen-reader programs. When disabled, the user volition be required to successfully pass each survey through the Qualtrics accessibility checker before they are able to distribute their survey.
• Apply Offline Mobile App: User tin log into and download surveys to the Qualtrics Offline App for mobile devices. When disabled, the user will not be able to log into the Offline App.
• Access Panel Provider API: An older Qualtrics permission used nether rare circumstances. Yous will not use this permission unless otherwise instructed by Qualtrics.
• Salesforce Integration: Allows the user account to fully integrate with a Salesforce business relationship. When disabled, Response Mapping, Trigger and Electronic mail Survey, and Setup Link to Salesforce Account will all exist unavailable in the Tools carte du jour. Yet, Spider web-to-Lead will still be accessible.
• Adobe Analytics Integration: Allows the user to integrate with an Adobe Analytics account. When disabled, Adobe Analytics volition no longer exist an option nether the Survey tab's Tools card.
• Access Classic Printed Reports: This permission controls access to the older fashion of printed reports. Once enabled, this feature is accessible when you click View Classic Reports under the report selection dropdown in the Advanced-Reports section, or on the landing folio of the Advanced-Reports before any reports have been created.
• Utilize SMS Distributions: User tin send SMS surveys from the Distributions tab. When disabled, SMS volition no longer exist shown as a distribution option in the Distributions tab.
• Use SMS Access Codes: User tin generate SMS access codes for participants to be able to opt into a SMS survey. When disabled, users will exist unable to use the Inbound Access Codes portion of the SMS distributions department and will instead receive the messageDelight contact your brand administrator to enable editing access codes from your account.
• Use WhatsApp Distributions: This permission is for a feature in preview.
• Marketo Integration: Allows the user account to integrate with a Marketo account. When disabled, Marketo will no longer have a section in your Qualtrics IDs and Marketo Lists volition no longer exist a recipient option when generating Personal Links. This permission also lets you use the Custom Activities Marketo Integration.
• Marketo V2 Integration: This is an onetime permission for the Marketo extension that is no longer used. Use the Marketo Integrationpermission instead.
• MS Dynamics Integration: When enabled, you lot can use the MS Dynamics extensions, including Response Mapping, Web to Lead, and the Webhook.
• Zendesk Integration: When enabled, yous can use the Zendesk Extension.
• Freshdesk Integration: When enabled, you can use the Freshdesk / Freshworks Extension.
• HubSpot Integration: When enabled, yous tin can use the HubSpot Extension.
• ServiceNow Integration: When enabled, you can apply the ServiceNow Extension.
• Employ Survey Director: Allows the user to use the Survey Director feature. When disabled, Survey Managing director volition no longer be a page option in the upper-right corner of the user's account.
• Tableau Spider web Data Connector: Allows the user business relationship to integrate with a Tableau account. When disabled, Tableau will no longer be an pick when exporting data.
• Slack Integration: Allows the user business relationship to integrate with a Slack account. When disabled, Slack volition no longer be a task choice in the Workflows tab. This permission also allows users to Send Surveys with the Slack App.
• Disable Full Response in Workflows: In Qualtrics Tickets, the user cannot enable the Prove Full Tape option. When disabled, the pick toLet users to view the full record volition exist available and Show Full Record volition be an pick when viewing a ticket.
• Tango Carte Integration:When enabled, the user will have access to the Tango Card Task in the Workflows tab. It is disabled for most users by default, although it is available for well-nigh licenses.
• Total Allowed Surveys: Specifies the total number of surveys a user is allowed to have in their business relationship at any given time. This number does not include surveys the user has been invited to collaborate on. Decreasing the number of allowed surveys to less than the number of surveys currently in an individual's business relationship will not delete existing surveys. Once a user reaches this limit, they will be unable to create new surveys. Select Override to specify a dissimilar limit and select Unset Restriction to revert to the default restriction.
• Immune Active Surveys: Specifies the total number of active surveys a user is allowed to have in their account at any given fourth dimension. This number does non include already active surveys the user has been invited to collaborate on. However, if a user has reached their agile survey limit and would like to actuate a survey that was shared with them, they will be unable to do and then and will demand to either request a permission limit increase or asking that the survey possessor activate the survey instead. Decreasing the number of allowed active surveys to less than the number of surveys currently in an private's business relationship volition not deactivate existing surveys. Once a user reaches this limit, they volition be unable to actuate an additional survey. Select Override to specify a different limit and select Unset Brake to revert to the default restriction.
• Allowed Responses: Specifies the total number of responses a user is allowed to gather in their account within their organization'due south license yr. This excludes Preview, Test, and Imported responses. Select Override to specify a different limit and select Unset Restriction to revert to the default restriction.

  Attending: This permission does not enable or prevent users from collecting or accessing their responses.

  Qtip: If your organization has reached the maximum number of responses allowed for your license, attain out to your Qualtrics Account Executive or Client Success Representative to request a response limit increase.

• Allowed SMS Message Credits: Specifies the total number of SMS bulletin credits a user is immune to employ in their business relationship within their organization's license twelvemonth. The number of SMS message credits equals the number of messages sent times the price per message. If you run out of credits, the SMS message will be unable to exist sent until the limit is increased.

  Qtip: If your organization has reached the maximum number of SMS bulletin credits allowed for your license, reach out to your Qualtrics Business relationship Executive or Client Success Representative to request a SMS message credits increase.

• Immune Outgoing Emails: Specifies the full number of outgoing emails a user is allowed to send from their account within their organization's license year. This includes email distributions, email triggers, and sending emails to a contact list. If a user exceeds their outgoing email limit, emails volition non be sent from their account until the limit is increased. Select Override to specify a different limit and select Unset Restriction to revert to the default restriction.

  Qtip: If your organization has reached the maximum number of outgoing emails immune for your license, reach out to your Qualtrics Account Executive or Customer Success Representative to request an email limit increase.

• Allowed Outgoing Emails/Week: Specifies the total number of outgoing emails a user is allowed to send per calendar week from their account within their organization's license year. This includes e-mail distributions, electronic mail triggers, and sending emails to a contact listing. If a user exceeds their weekly outgoing e-mail limit, emails volition not be sent from their account. For this permission, a calendar week is defined every bit the past vii days, meaning that a user cannot exceed this permission's limit within the past vii days. Note that the total number of emails immune for the user per license twelvemonth, as specified in the Allowed Outgoing Emails permission, will still employ. Select Override to specify a different limit and select Unset Restriction to revert to the default restriction.

  Qtip: If your arrangement has reached the maximum number of outgoing emails allowed for your license, accomplish out to your Qualtrics Account Executive or Client Success Representative to asking an email limit increase.

Library Permissions

• Total Allowed Panels: Specifies the full number of contact lists a user is allowed to have in their account. Select Override to specify a dissimilar limit and select Unset Restriction to revert to the default brake.
• Allowed Names per Panel: Specifies the total number of individuals a user is immune to accept in a single contact listing. Select Override to specify a different limit and select Unset Brake to revert to the default brake.

Survey Permissions

• Delete Surveys: User can delete surveys. When disabled, Delete Project will no longer be clickable in the Project Actions menu.
• Edit Surveys: User tin admission the Survey tab for the surveys in their business relationship. When disabled, the Survey tab will no longer exist available when the user opens a survey. This permission also gives access to theWorkflows tab.
• Re-create Surveys: User tin can copy projects in their account. When disabled, Copy Project volition no longer exist clickable in the Project Actions carte du jour.
• Activate Surveys: User can activate surveys in their account. If the license is using Survey Approvals, the user will be able to actuate surveys without needing approval from others. For Project Approvals, the user will need Activate Surveys enabled in club to request approval. For more information about approving processes, visit the Survey Approving Procedure department below.
• Deactivate Surveys: User tin can deactivate surveys in their account. When disabled, Close volition no longer be clickable in the Project Actions menu and Suspension Response Collection volition no longer be clickable in the Distributions tab.
• Create Response Sets: An older Qualtrics permission used under rare circumstances. Y'all will not use this permission unless otherwise instructed by Qualtrics.
• Distribute Surveys: User can access the distribution methods within the Distributions tab. When disabled, the user will non be able to access any distribution method in the Distributions tab and volition instead exist prompted to upgrade their business relationship. In add-on, Distribute Survey will no longer be clickable in the Projection Actions carte.
• Download Survey Results: User can export their survey data in the Information & Assay tab. When disabled, Export volition no longer be an pick in the Information & Assay tab.
• Edit Survey Responses: User can edit survey responses in the Data & Analysis tab. When disabled, Response Editing will no longer be an option in the Data & Assay tab and you lot will be unable to assign values to Manual Variables. Additionally, users with this permission disabled will not be able to delete responses. This permission as well grants admission to Text iQ if your make has admission to it.
• Copy Survey Questions: User can re-create questions in the Survey tab. When disabled, the user will be unable to re-create individual questions or import private questions from a library. However, they will still exist able to copy a block.
• Delete Survey Questions: User can delete questions in the Survey tab. When disabled, the user will be unable to delete private questions. Still, they will nevertheless exist able to delete a cake.
• Edit Survey Menstruation: User tin admission the Survey Flow. When disabled, survey flow will no longer be an pick in the Survey tab.
• Edit Survey Questions: User tin can edit and add survey questions. When disabled, the user will be unable to add, edit, or copy survey questions. However, they will still be able to copy a block.
• Apply Blocks: User can add and copy blocks in a survey. When disabled, the user will be unable to add or copy a block.
• Employ Reference Blocks: User can add a Reference Survey in the Survey Flow. When disabled, Reference Survey will not be an choice in the survey period.
• Use Conjoint: This permission is related to a deprecated feature. It is not related to the Conjoint XM Solution, nor does information technology affect the Option-Based Conjoint permission.
• Utilize Triggers: User can access the Contact Listing or Email Trigger options from the survey options. When disabled, Triggers will no longer be an option in the survey options.
• Use Quotas: User tin use quotas. Does non give admission to advanced quota options. Meet the Use Avant-garde Quotas permission for more data.
• Employ Advanced Quotas: User tin can use the advanced quota options detailed in the Using Advanced Quota Options section of the Quotas support page. When disabled, these options will no longer be available in the quota creation menu.
• Use Tabular array of Contents: User can admission the Table of Contents characteristic in the Survey Menstruation. When disabled, Table of Contents will not exist an pick in the survey flow.
• Manage Screen-outs: User is able to screen-out responses in the screen-out option of the End of Survey Element options.
• Allow Tallying Screened Out Responses: User is able to tally screen-out responses. When disabled, the options detailed on the Tallying Screened Out Responses department of the Screen-Out Management support page volition non be available.
• Use Cantankerous Tabs: User can apply Cross Tabs in the Information & Analysis tab. When disabled, the Cantankerous Tabs department will display You do non accept sufficient permissions to utilize this section when selected.
• Filter Survey Results: User tin filter survey results in the Information & Analysis and Reports tabs. When disabled, Add Filter will no longer be clickable in the Information & Analysis and Reports tabs.
• Use Flow Control Logic: Allows users to use Branch Logic, Skip Logic, and Display Logic. This permission is enabled for all accounts by default except free accounts.
• Immune Responses per Survey: Specifies the full number of responses a user is allowed to collect for a single survey. This excludes Preview, Test, and Imported responses. Select Override to specify a different limit and select Unset Restriction to revert to the default restriction.
• Allowed Questions per Survey: Specifies the total number of questions a user is allowed to have in a single survey. Select Override to specify a different limit and select Unset Restriction to revert to the default restriction.

Survey Platform Division Permissions

The permissions beneath are unique to the Survey Platform permissions for Divisions.

• Allow Cease of Survey Redirect URL: Allows users to use the redirect to a URL feature in the End of Survey element.
• Allowed SMS Admission Codes: This permission sets a limit for how many SMS access codes tin be created for survey endemic by users in the Division. Select Override to specify a different limit and select Unset Brake to revert to the default restriction.
• Allowed WhatsApp Message Credits: This permission is for a characteristic in preview.

These permissions only utilise to XM Directory. Note that XM Directory is different from the Classic CoreXM Contacts.

Qtip: People with the new CoreXM Contacts may also come across these permissions, simply since these permissions mostly have to do with features unique to XM Directory, they do non bear on CoreXM Contacts. The but exception is Access XM Directory, which is required to let the user have admission to creating, editing, and distributing with contacts.

Account Permissions

• Manage Directory Roles: Allows make admins to create and manage directory roles.
• Access XM Directory: When disabled, removes the link to contacts and prevents the user from existence able to create or edit contacts. This includes when the user attempts to transport an e-mail from inside their survey. Even with Manage Directory enabled, the user will not be able to select preexisting contacts. Having this permission disabled means none of the following permissions will accept whatsoever touch on if enabled.
• Manage Directory: When enabled, this gives access to the directory, and especially the Directory Settings tab. That ways the user can edit Contact Frequency Rules and Automated Deduplication.

  Attention: This permission is required to run any Public APIs that will touch on the Directory.

• Automobile Resolve Directory Duplicates: This permission is not related to a feature available at this time. Information technology does not control Automated or Manual deduplication.
• Code Banks: This permission is related to the quondam Target Audience platform.
• Multiple Directories: If the user is not a brand admin, disabling this setting will make it then that users with the Manage Directories permission enabled can't delete, rename, or create another directory. The user volition all the same be able to visit the other directories.

  Qtip: If the user does not take the Manage Directory permission enabled, they will not exist able to access different directories at all. If the user is a brand admin, they volition have full access to this feature regardless of what permissions are disabled.

• Access Directory Automations: This permission lets the user admission and create Contact Import Automations and Distribution Automations. If the user does not have Manage Directory enabled, they cannot use automations.

  Qtip: Users can but see or edit automations they've created, not ones fabricated by other admins.

• Employ Respondent Funnel: Allows users to configure the XM Directory Respondent Funnel.

Library Permissions

The permissions in this section all relate to the onetime Target Audience feature. Although there are features like deduplication and Bulletin Triggers with names like to the permissions here, those new features are unaffected by these permissions.

Beneath is a list of the permissions you lot volition meet in this section:

• Utilise Mailing List Triggers
• Manage Mailing Triggers
• Auto Resolve Duplicates
• Utilize Panel Health
• Manage Panel Wellness
• Use Console Portal Managing director
• Manage Panel Portals
• Use Incentives
• Manage Incentives
• Manage Virtual Pool
• Use Campaigns
• Manage Campaigns

Website / App Feedback Permissions

The following permissions pertain to Website / App Feedback projects. For more than information on managing Website / App Feedback users, see Website / App Feedback Administration.

• Access Website Feedback: Allows a user access to the Website / App Feedback software. You must have this selected if you want the user to work on a project.
• Manage Zones/Projects: Allows a user to take admission to every single Website / App Feedback project in the brand.
• Create Zone/Projection: Allows the user to create their own Website / App Feedback projection.
• Access Mobile SDK: If you have purchased access to the Mobile App Prompt Creative (App Feedback), this permission allows you to decide who gets to create those kinds of Creatives and corresponding Intercepts.
• Apply Library Creatives: Allows the user to use creatives from the library.
• Manage Library Creatives: Allows the user to edit and delete creatives from the library.
• Use Library Intercepts:  Allows the user to use intercepts from the library.
• Manage Library Intercepts: Allows the user to edit and delete intercepts from the library.

Qtip: One time you set these permissions, you tin can besides use the Projection Users section of a project to decide even more specifically who has admission to your project and what they tin can do in it.

Extensions Permissions

The Extensions permission section is where y'all will control user access to your custom-built third party extensions. The available extensions will vary based on what's included in your license. To enable an extension for a user, switch the desired Use Extension permission to "Enabled."

Qualtrics Extensions

Newly created Qualtrics Extensions will appear in this section as well. The extensions currently available are:

• Code task: Allows you to use JavaScript to perform data manipulation, calculations, and transformations.
• WebService: Allows you trigger tasks based on API calls.
• Excerpt information from SFTP Files: Allows you to export data from your SFTP server to import into Qualtrics.
• Metric Job: Enables you to answer to changes in aggregate metrics over fourth dimension.
• Load Users into CX Directory: Allows y'all to import CX user information to save in Qualtrics.
• Load into data project: Save imported data in an imported data project.
• Online Reputation Facebook: Allow users to create an online reputation management projection with Facebook as the app.
• Online Reputation Google: Allow users to create an online reputation management project with Google every bit the app.

Permission Interactions

Sometimes you may wonder how Partitioning and user permissions interact with each other. This section will explain how the interactions piece of work.

User & Sectionalisation Permissions

		Division Level
		Permission Enabled	Permission Disabled	No Sectionalization
User Type Level	Permission Enabled	Feature Enabled	Feature Disabled	Feature Enabled
	Permission Disabled	Feature Disabled	Characteristic Disabled	Feature Disabled

Qtip: The permissions for a single user tin override a User Type permission, merely they cannot override a Division level permission.

Full general Guidelines

• Division permissions generally override other permissions when disabling a feature. If a feature is disabled for a Partition, it volition exist disabled for the user and cannot be manually enabled for the user. The User Type does not matter in this setting.
• If a feature is disabled for the User Type but enabled for the Division, the feature will be disabled for the user just it tin be manually enabled for the user.
• Permissions manually set for an individual user volition override User Blazon settings if there is no Division or if the feature is enabled for the Division.
• Brand administrators are exceptions. Brand administrators should non be put in Divisions considering they can manage users and Divisions from the Admin page without restrictions. If you lot would like a user to have administration capabilities for only a single Partition, consider making the user a division administrator instead.
• Group permissions will merely employ to the content within a group, non to the users themselves.

Survey Approval Procedure

Attention: If you are using Project Approvals, so the Corroborate Surveys user permission is not used to manage who tin approve surveys. Instead, all survey approvals will happen per your approval rules. However, users volition still demand the Actuate Surveys permission to brainstorm collecting responses.

If you would like to have more command over the types of surveys that your users inside your arrangement send out, y'all can gear up up an blessing process by using the Actuate Surveys and Approve Surveys permissions. See the table below for how to set this up.

	Corroborate Surveys enabled	Corroborate Surveys Disabled
Activate Surveys enabled	Survey approver	Independent user
Activate Surveys disabled	North/A	Survey approvee

• Survey approver: This user has the power to activate their own surveys and corroborate other's surveys. When a survey approvee goes to activate a survey, they'll run across a dropdown menu of survey approvers they tin request to activate their survey.
• Independent user: This user has the ability to activate their own surveys, merely they won't show up in the listing of survey approvers.
• Survey approvee: This user doesn't have the power to activate their ain surveys, nor the ability to activate anyone else's survey. When they become to activate their survey, they'll be able to send a asking to a survey approver.
• N/A: This user can't actuate their own surveys, but can approve people's surveys. This should not be used.

The process of approving a survey looks like this:

1. The survey approvee goes to the Distributions tab and tries to activate their survey by selecting a distribution method.
2. The approvee is presented a list of the survey approvers in the brand. They can select whatsoever i of these individuals to approve their surveys and provide additional comments nearly the survey.
   
3. The survey approver will receive an email alerting them that they have a survey to approve. They will see a listing of surveys to approve at the meridian of their Dwelling house folio. The approver tin view the survey from that menu. When reviewing the survey, the approver volition have admission to the preview version of the survey.
   
4. Once the survey is approved, it is activated in the approvee's business relationship and tin be distributed.

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Source: https://www.qualtrics.com/support/survey-platform/sp-administration/managing-users/user-permissions/

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