Granting Access to the Principles Culture Survey

To ensure new or existing users receive survey invitations for the Principles Culture Survey, an Administrator or User Administrator must create or update a group and grant ‘Survey Participant’ access.

Creating a Group 

1. Navigate to the Administration section of the application and select the ‘Groups’ tab.
2. Select the ‘Create a Group’ button.
   
3. Create a name for your group e.g., Marketing Team Culture Survey. 
4. Save the group.

Adding users to a Group 

If the users do not exist in the account: 

1. While within the group, select the ‘add users’ button at the bottom left of the group pop-out
2. This will open a window that allows you to either add each person individually or in bulk. 
   1. If using the bulk add functionality, you will need to select ‘add’ first to load the users in.
      
      
      
      
3. Once you enter the users you wish to invite, select the ‘add users’ button to invite them. Doing so will send them an invitation to complete their account set up, which is optional to complete prior to a culture survey being launched.
   
   
   

Please note: When adding users to the tool (if SSO isn't configured for your account), users will receive an invitation email prompting them to set up their Principles account. They do not need to do this before you launch a survey to them; this is an optional step at this time. However, you may want to add users and ask them to set up their account if you would like to grant them an elevated level of access (i.e., Administrator, User Administrator or Culture Survey Manager).

If the users exist in the account already: 

1. Find users by either searching for their name using the search bar and/or by using the filters available. To add users to a group, you can either:
   1. Add people in bulk by selecting the checkboxes next to each person’s name and selecting ’Add [X] Members.’ 
   2. Add people individually by selecting the plus ‘+’ sign on the right-hand side of the page in-line with that person’s name.
   
2. To successfully create a group and add users, you must select the save button. Simply selecting the ‘Add Members’ button or the ‘+’ sign will not save a group or any edits made, and any unsaved changes will be lost. 
3. After saving a group and the filters and/or search bar is cleared, you will see all users you have added listed under the ‘Group Members’ section.

Granting Product Access

Access to products is granted by assigning access to an existing and/or newly created group by following the steps below: 

1. Navigate to the Administration section of the application and select the ‘Groups’ tab.
2. Find the group and associated group members that you would like to grant product access to.  
3. Grant or manage product access by selecting the dropdown under the Culture Survey column:
   
   1. 1. Survey Manager: Can create and launch surveys, view completion statistics, and manage access to the survey report results. 
      2. Survey Participant: Can be invited to participate in a Culture Survey. 

Removing Users from a Group

1. Find the group you would like to edit and select the edit ‘pencil' icon.
2. Once selected, you will see all members of the group listed under ‘Group Members.’ 
3. To remove a user(s) from the selected group, you can either:
   1. Remove people in bulk by selecting the checkboxes next to each person’s name and selecting ’Remove [X] Members.’ 
   2. Remove people individually by selecting the minus ‘-’ sign on the right-hand side of the page in-line with that person’s name.