Users

As long as one person at the club has an Admin account set up for their MemberInsight site they can add additional user accounts or manage existing accounts at any time.
 

• User
• User Permissions
• Digest Opt-In
• Immediate Notifications
• Locations.

See below for details.

User

In the User section, Configure the appropriate permissions based on the level of access required.

• First Name: Enter a first name.

• Last Name: Enter a last name.

• User Role: Select Basic or Admin.

• Email: - Enter email address for user.

• Password: Enter a password with at least 6 characters.

  • For existing user accounts select (change) and Admin can change password for another user immediately on screen.

User Permissions

This area will only be visible when setting up Admin user role accounts. 

Select which areas in MemberInsight the user account should have access to manage. 

• Branding - Allow user to manage global Branding settings.

• Locations - Allow user to manage Location settings for which they are assigned.

• Users - Allow user to manage other Users at their locations.

• Surveys - Allow user to manage and send Surveys.

• Limits - Allow user to manage global Limit settings for surveys.

• Closed Loop - Allow user to manage Closed Loop settings.

Digest Emails

Choose which automated email digests should be sent once a day or weekly by toggling the red and white circle (turns turquoise when enabled): 

Digest emails are usually sent around 8:00 AM local time for the club.

• Receives Detractors from yesterday? (responses scoring 0–6) email is sent daily.

• Receives Responses from yesterday? (all responses) email is sent daily.

• Receives Todo List? (responses added to the To-Do list) email is sent daily if user has Todo items assigned.

  • If user is auto-assigned to a Todo item for a department (via Closed Loop)

  • If user was assigned a Todo item manually.

  • If user does not have any assigned Todo items, they will not receive an email. 

• Receives Weekly Executive Summary? (summary of detractors, combined responses, and active To-Do items). Weekly email sent on Monday morning.

Send History

​If a user is set up to receive the daily or weekly digest emails, the send history feature provides the ability to review the digest sent history for a particular user.

1. Select Send History.

2. The Send History window will display

   • "This user does not have any history to display.", if the user was never sent a digest email.

   • Name of digest email with date and time they were sent.

Immediate Notifications

Determine whether the user receives emails for these notifications by toggling the red and white circle (turns turquoise when enabled):

These emails are sent immediately when a response takes place or when it is assigned as a Todo item, instead of collecting all the responses and Todo items to be sent in one email the next morning. 

• Receive an email whenever a survey response is submitted?

• Receive an email whenever a Todo item is assigned to this user? (e.g., when assigned to follow up on a response requiring attention).

Locations

A location must be selected to successfully save a new user.

1. Location Groups:

   • Select club name from drop-down.

   • Select Add — the club's name will display below the Add button.

2. Locations:

   • Select club name from drop-down.

   • Select Add — the club's name will display below the Add button.

3. Select Save (bottom left) to create or update the user account.