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Security and Sensitivity - Surveys

Updated: Feb 25, 2022

Restricting User Access to Survey

To configure Survey Security in ChilliDB:

  • Navigate to the Surveys main menu item and then select Survey Security.

  • Select the Survey Type that you are going to restrict for its accessibility.

  • Assign the system user to the Survey Type by clicking the 'Find' link.

  • To remove a user that has been assigned to the survey type already, click on that user's name and click 'Remove'.

  • Search for the users by Contact or Organisation. Enter the name or leave blank to search all entries.

  • Click on 'Search' and select the user.

  • To select more than one user, repeat these steps as many times as needed.

  • Click on 'Save'.

Restricting Survey Responders using ChilliDB Security

Surveys can be sent as an email invitation to chosen Contacts and Organisations with a token which identifies them back to ChilliDB. This allows ChilliDB to track exactly who is filling out each survey response. This option enables the use of Logins to secure a survey.

When choosing this option, users will have additional Security Options available for use. By default, these security options are set to 'None'. When the 'Login' option is set, users will be able to choose ChilliDB users who hold an External User License for their survey invitations. If SMS enabled in a user's ChilliDB, there will be an option to use SMS to authenticate the recipient. They will basically be asked to enter a code sent through SMS when they commence their survey response. The SMS will be sent by ChilliDB to the mobile phone number recorded against the contact or organisation, depending on who is being surveyed.

  • External User Licenses are special low cost licenses which allow you to provide limited access in ChilliDB, such as access to the User Portal and secured survey invitations.

  • Then when sending invitations, ChilliDB will allow you to include a Username and Password in the email generated with the survey link.

  • The recipient of the survey invitation then clicks the link they received, authenticates using the credentials supplied, and then enters the survey form.

  • Users can also add some custom text to the login panel of ChilliDB if they wish to do so.

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