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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.…
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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.
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Auto-Detect Issues
The Auto-Detect Issues feature helps you proactively identify and resolve common survey problems that may negatively impact respondent experience and…
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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.
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Classification Fields
Classification Fields help structure issue reporting. Field Sets group them for projects. You control visibility, colors, defaults, and whether values…
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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…
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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…
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Manage Locked Roles
Roles determine which features and functions users can access within the SurveyTester platform. Proper role management helps maintain security, ensures…
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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…
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Company Dictionary
The Company Dictionary allows your organization to maintain a centralized list of approved words that the spell checker should recognize. This is…
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