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Extensions

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About Extensions

Qualtrics allows you to integrate with many different software. As a Brand Administrator, you can manage settings that determine what accounts the entire brand should be linked to when they use these extensions.

Attention: When installing a third party extension, you will be asked to review and accept the extension’s privacy policy and terms of use. If you agree to these terms, the chosen third party extension will have permission to access certain information from your Qualtrics brand through the Qualtrics Public APIs.

Available Extensions

Qtip: Depending on what’s included in your license, you may not have all of the below extensions available to you. If you’d like to get access to a specific extension, reach out to your Qualtrics Account Executive.

Managing Extensions

Qtip: You can search available extensions using the search bar in the upper-right.

the extensions page in admin with a list of available extensions

  1. Go to Admin.
  2. Select Extensions.
    Qtip: You may need to scroll to the right along the list of sections to find this option.
  3. Click the extension you want to manage.

Installing Third Party Extensions

If you’ve been given access to a third party extension, you need to install the extension before you can use it.

  1. Navigate to the Extensions tab.
    the extensions tab. install is listed next to an extension that has not yet been installed
  2. Next to the extension, click Install. Extensions that have not yet been installed will be grayed-out.
  3. Review the terms of use and privacy policy for the extension. Check the box once complete.
    the terms and conditions window when installing a new extension

    Attention: When using a third party extension, you will be asked to review and accept the extension’s privacy policy and terms of use. If you agree to these terms, the chosen third party extensions will have permission to access certain information from your Qualtrics brand through the Qualtrics Public APIs.
  4. Click Install.

Uninstalling & Removing Third Party Extensions

If needed, you can uninstall and remove third party extensions from your Qualtrics license. When uninstalling an extension, you revoke any access to that extension for all users in your license.

  1. Go to Admin.
    navigating to extensions and selecting an app
  2. Navigate to Extensions.
  3. Click the extension you’d like to uninstall.
  4. Under Extension Settings, click Uninstall.
    clicking the uninstall button on a third party application

    Qtip: If the extension does not have the option to uninstall it, then it is a first party extension. You cannot uninstall first party extensions.
  5. Check the box to confirm you’d like to uninstall this extension.
    the confirmation window for uninstalling an extension
  6. Click Uninstall.
  7. After uninstalling an extension, click Remove next to it to remove it from your Qualtrics license altogether.
    clicking the remove button on an extension
  8. Confirm you’d like to remove the extension by clicking Remove.
    clicking remove on an extension

Adding an Account

  1. Click Add Account.
    Inside an app. See the name in upper-left. Upper-right, blue Add Account button
  2. Name the account. This doesn’t have to be your username or email address, but a way you can identify the account to other members of your brand.
    Field to left for entering name of account, blue button bottom-right to proceed
  3. Click Connect Account.
  4. Click Continue as [Name].
    Because we clicked Facebook, for this example we're inside the Facebook and approving the app connection in a series of windows

    Qtip: If the wrong account displays, choose Log into another account instead.
  5. Follow any additional steps you need to complete the extension all the way to the end.
    Qtip: See the Facebook Messenger Extension support page for instructions on completing this setup.
  6. Make sure you click Ok.
    Ok button in blue, center of window

If the account connection has been successful, you’ll be sent back to Qualtrics and see the account added on the extension’s page.

Ann account added to the integration

Determining Who Can Use an Extension Account

After adding an account, you can choose which users in your license can use the account. You can also give other Brand Administrators ownership access over an account, which allows them to remove the account and determine what users have access to the account.

Qtip: You will only be able to limit access to accounts for which you are listed as an owner or creator.

Adding Account Access

  1. Click Manage Access next to the account you want to grant users access to.
    the manage access button for a 3rd party account
  2. Choose whether you’d like to add Owners or Users, which determines the level of access.
    choosing to add owners
    Your options include:

    • Owner: Allows the user to use the account in extensions, delete the account from the brand, and control which users have access to the extension account. Only Brand Administrators can be listed as owners.
    • User: Allows the user to use the account in extensions.
  3. Click Add owners / Add users.
  4. Use the search bar to search for users. You can add multiple users at a time.
    using the search function to find a user to add
  5. If you need to remove a user, click Remove next to the user.
  6. Click Add owners / Add users.
Qtip: To quickly grant access to every user in your entire license, go to the Users section and click Give access to all users. This will give them user-access for the account. You cannot grant owner-access to all users in this way.
the give access to all users button

Managing Account Access

Users with access to the account will be listed in a table in the Manage Access page. As an owner for an extension, you can manage account access through the following:

  1. Use the search bar to search for a specific user in the table.
    searching for a user for an extension account
  2. Use the dropdown menu to change permission from Owner to User or vice versa.
    Qtip: The user who added the account originally will be listed as the Creator. You cannot change their permissions or remove the creator from the account.
  3. To remove a user, click the trash can icon next to the user.
Qtip: You can remove multiple users at once by clicking the checkbox next to the user and then clicking Remove selected.
removing selected credentials from an extensin

Deleting an Account

You can remove an account so that members of your Qualtrics brand are no longer able to integrate with it.

Qtip: If there are no accounts to select on this page, you did not connect any accounts to your brand.

Inside an app. See the name in upper-left. Upper-right, white Delete button next to blue Add Account button

  1. Select the account you want to disconnect from your Qualtrics brand.
  2. Click Delete Selected.