Target Audience - User Types | Qualtrics

TA User Types

The User Types section allows you to create a set of permissions. These permissions can then be applied to a group of users all at once, instead of having to change them one user at a time. For example, a university might create a “Student” User Type and a “Faculty” User Type, each with different access levels.

There are two categories of user type: Default User Types and Custom User Types. Default User Types are already created, have an asterisk (*) next to User count, and are not editable. Custom User Types are built by you and are therefore editable.

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Set the default user type for self-enrollment

(To set a User Type as the default for new users, check the green “Self-Enrollment” box next to this user type.)

  1. Click the check box next to the user type you wish to set as the default.
    self-enrollment

Create a custom user type

  1. Click “Create a New User Type.”
    create-new
  2. Give the Custom User Type a name.
    new-name
  3. Check the boxes next to each permission to enable or disable a permission.
    new-permissions
  4. Click “Save.”
    new-save
Qtip: Creating a custom user type will create a Research Suite Custom User Type with default permissions of “Standard – Qualtrics”

Edit a Custom User Type:

  1. Click on the name of the Custom User Type you wish to edit.
    select-name
  2. Check the boxes next to each permission to enable or disable a permission.
    edit-permissions
  3. Click “Save.”
    edit-save
Qtip: You can click on the name of a default user type to see the permissions for that user type, but you cannot edit the permissions.