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Security and Sensitivity - Surveys

Updated: Feb 10, 2022

Restricting User Access to Survey

To configure the Survey Security in ChilliDB:

  • Navigate to the Surveys main menu item and select 'Survey Security' from the drop-down menu.

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

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

  • 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.

  • To Remove a User click on the name and click on Remove.

  • Click on Save.

Restricting Survey Responders using ChilliDB Security

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

When you choose this option, you will have additional Security Options available to use. By default, Security Options is set to None. When the Login option is set you will be able to choose ChilliDB Users who hold an External User License for your Survey Invitations. If you have SMS enabled in your ChilliDB, there will be an option to use a 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 you are surveying.

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

  • Then when sending the 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 they receive, and then enters the Survey form.

  • You can also add some custom text to the Login Panel of ChilliDB if you choose.

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