Managing Security Scenario 4

The following scenario will help you to better understand how to manage security and assign privileges for your site.

Scenario: As the Site Administrator, you would like to have one or more Junior Administrators who can see Survey result reports but you do not want to give them access to the actual survey questions. The following permission sets are available for survey:

  • Under the Content - Survey Management permission type:

    • Publish Surveys and Manage Survey Responses - allows administrators to publish and unpublish surveys and manage Survey responses; also allows access to survey reports

    • Manage Survey Responses - allows administrators to manage Survey responses and access survey reports but does not allow access to the actual survey questions

  • Under the Content - Survey Authoring permission type:

    • Edit Surveys - allows administrators to create, edit, copy and delete surveys even if originally written by another administrator; also allows access to survey reports

    • Author Surveys - allows administrators to create and edit surveys that they originally created, and copy surveys to create their own version; also allows access to survey reports

The Manage Survey Responses permission set will most likely be the most appropriate role for the group described in this scenario.* You can use the straightforward approach described in Scenario 3 to create the group and assign the permissions.

For Published Surveys, administrators who can Manage Responses will have the following actions available:

  • Find Responses - opens a page where the administrator can search for responses based on constituent name or date range; the administrator can then edit those responses

  • View Report - opens a report where the administrator can view the number of responses to each option for each question

  • Download Report - takes administrators to the Report Results page where the Report Responses report has been queued; when the report is complete, it can be viewed, downloaded, printed, or deleted.

These administrators will not be able to access or edit the actual survey questions.

Note: If you do not want to give administrators the ability to manage responses, but, rather, only want them to be able to see the report results, then you will not be able to create an appropriate administrative group.