When you White Label your QuickTapSurvey account for use with one or more Clients, you must create system users and assign the appropriate QuickTapSurvey roles to them. If you do not assign roles or assign them incorrectly, you may give access to capabilities and account data that are not intended for the user. This is especially important when creating Client users external to your organization.


White Label User

Internal or External

Description

QuickTapSurvey Role(s)

QuickTapSurvey Account Manager

Internal

This is the person that owns, manages, and maintains the QuickTapSurvey account. This person sets up the White Label Web App and creates one or more Project Managers.


Account Manager

Project Manager

Internal

This is the person that works directly with the client to understand their data collection needs. This person will create, test, update, and publish the survey. This person will create internal and external users, and deploy the survey to them.

Survey Manager

User Manager

Data Viewer

Data Collector


Team Lead

Internal

This is the person that trains and manages the Data Collectors. This person will have access to the survey on an iPad or Android tablet, as well as access to the collected data and reports in the Web App.

Data Collector

Data Viewer

Data Collector

Internal

This is the person that is collecting data using an iPad or Android Tablet. This person will only have access to the survey on the iPad or Android tablet.

Data Collector


Client

External

This is your client. Your client can view, analyze and download survey data securely from your White Label Web App.

Data Viewer



Note: The White Label Web App is a duplicate of the QuickTapSurvey Web App in all ways except for it’s color, logo, and URL. Users will have access to the same system capabilities whether they log in to the QuickTapSurvey Web App or your White Label Web App.



White Label Web App Demo (Managing 3 Clients With a Single Account)


View our Demo Site to see an example of what your setup could look like when you are using a single QuickTapSurvey account with 3 clients. The users have been set up as follows:


White Label User

Demo Username / Password

Description

QuickTapSurvey Role(s)

Project Manager

projectmanager / 1QuickTap

The Project Manager has access to all surveys in the account. Currently, the Client A project is active,the Client B project is complete, and the Client C project is just getting started. To keep the demo account clean, we have disabled the ability to create surveys and users (i.e. removed the Survey Manager and User Manager roles).

Survey Manager

User Manager

Data Viewer

Data Collector


Team Lead

teamlead / 1QuickTap

The Team Lead is working on the Client A project. The Team Lead can collect data and view responses for Client A's survey. In addition, the Team Lead has access to the Start of Day and End of Day surveys, which report daily status back to the Project Manager.

Data Collector

Data Viewer

Data Collectors

datacollector1, datacollector2, datacollector3 / 1QuickTap

The Data Collectors are all working on the Client A project. They can only use the QuickTapSurvey App to collect data for Client A's survey.

Data Collector


Client A

clientA / 1QuickTap

Client A can only access the survey data for Client A's survey.

Data Viewer


Client B

clientB / 1QuickTap

Client B can only access the survey data for Client B's survey.

Data Viewer

Client C

clientC / 1QuickTap

Client C can only access the survey data for Client C's survey.

Data Viewer