Users are flexible and configurable in Tabx, allowing you to manage your clients in a simple and efficient interface.
When you purchase users within a Tabx license, you will see those users added as Blank Users in your license. To assign a Blank User to a person, make an Active User:
By default, a user cannot see or interact with any projects such that when they log in they cannot use the Interrogate, Dashboard or Analysis tools. Access to Projects must be set by the License Administrator or a Projects Administrator with current access to that project. See Permissions below.
When you no longer wish to give access to a particular person to your Tabx License, you can remove that User:
Broadly speaking, a Tabx license is made up of a single License Admin, plus several User Slots than can be variously added to projects and set up with different permissions within Tabx. The different User Types are:
The different Permission types are:
The Global Permissions are as follows:
License Admin | Projects Admin | User | |
---|---|---|---|
Edit / Manage License information | YES | NO | NO |
Edit / Manage User Slots (Including global permissions). | YES | NO | NO |
Upload Projects to Tabx / Remove Project from Tabx / Remove Dashboards | YES | YES | NO |
Create, Edit and Remove Brands | YES | YES | NO |
Use Tabx Toolset (Dashboard, Interrogate, Crosstabs) | All projects, all tools | Per project – see below | Per project – see below |
The Project Permissions are as follows:
License Admin | Projects Admin | User | |
---|---|---|---|
Access | ALWAYS | OPTIONAL | OPTIONAL |
Access Type | ALWAYS Standard + Edit | ALWAYS Standard + Edit with Access | OPTIONALLY: Standard, Standard + Edit, View Only |
Dashboard | ALWAYS | ALWAYS with Access | OPTIONAL (Always if Standard + Edit) |
Interrogate | ALWAYS | ALWAYS with Access | OPTIONAL (Always if Standard + Edit) |
Crosstabs | ALWAYS | ALWAYS with Access | OPTIONAL (Always if Standard + Edit) |
Project Permissions are set per user, per project. This means a User can be set to "Standard + Edit" on one project, but be set to "View Only" on another, each providing access to varying tools within that project.
For example, if you are delivering only Dashboards to a client by assigning them one or more User Slots, you can limit their access to their project to just the Dashboard tool.
Note that Project Admins do not have access to every project - only License Admins do. Project Admins do however get automatic access to every project they upload.
License Admin permissions never need to be set – they automatically have access to everything within their License.