BOS - Online Surveys

powerful, flexible online surveys

Help & support

Tag: manage

Deleting surveys

Posted: November 11, 2015

You can delete surveys from your Dashboard . Single User account and Project account users can delete one survey at a time.  Organisation account users can delete surveys in bulk. Surveys that you delete from your dashboard go to your  Deleted surveys, where they can be recovered for up to 30 days.  After 30 days the surveys are automatically purged […]

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FAQ for Admin users (Project account)

Posted: September 22, 2015

This FAQ is for Admin users in Project type accounts.  If you are an Admin user in a Organisation type account, please refer to our FAQ for Admin users (Organisation account). How do I become an Admin user in a Project account? You must be granted Admin user status by another Admin user in the Project account. How do I […]

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FAQ for Admin users (Organisation account)

Posted:

This FAQ is for Admin users in Organisation type accounts.  If you are an Admin user in a Project type account, please refer to our FAQ for Admin users (Project account). How do I become an Admin user in an Organisation account? You must be granted Admin user status by another Admin user in the Organisation account. How […]

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Managing users

Posted: August 21, 2015

This page is for administrators and Primary Contacts of Project or Organisation type accounts. This page provides instructions for carrying out the following common user management tasks: Access the user list. Find a user. Edit a user. Remove a user. See which surveys a user has access to (Organisation accounts only). Access the user list To […]

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Amending your user profile

Posted: April 21, 2015

If you have changed your email address, it is imperative that you amend the email address associated with your user profile in BOS so that you can receive password reset emails and other communications from BOS. You may also wish to add or change your title, name and phone numbers as needed. To amend your […]

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I can’t log in to BOS

Posted: February 19, 2015

There are a few reasons why you may not be able to log in to BOS: You have not activated your user account If you are a new user in an existing BOS account, you should have received an invitation email. The invitation email contains a link which you must click on to activate your […]

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Removing a user from your account

Posted: September 17, 2014

This page is for administrators and Primary Contacts of Project or Organisation type accounts. If you want to remove a user’s access to their BOS account, you have two options. You can: Lock their user account so they cannot log in until it is activated again. Remove the user from the account. This action is not reversible and may result in ‘orphaned surveys’ […]

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Adding a new user to your account

Posted: September 12, 2014

This page is for administrators and Primary Contacts of Project or Organisation type accounts. New users are added to your account from the Users tab in the account management screens. This page explains how to: Access the users tab. Add a single new user. Add many new users (Organisation account only). To access the Users […]

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Setting user access levels

Posted:

This page is for administrators and Primary Contacts of Project or Organisation type accounts. All registered and active users in an account can be given permission to access surveys by other users. To allow them to create surveys themselves, or access the account settings, they have to be given ‘Editor’ and/or ‘Admin’ status: Editor status: allows a user to […]

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Managing account responsibilities

Posted: July 23, 2014

This page is for administrators and Primary Contacts of Project or Organisation type accounts. Every BOS account must have a Primary Contact (PC) and at least one Billing Contact. By default, these roles are given to the person who initially sets up the account, but they can be reassigned to other Admin users at any point thereafter. Before reassigning these roles it is important to […]

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