STILINGUE Research Management

Index:

1. Introduction
2. Best Practices for Migrating a Survey to Another Account

Introduction

Learn about the options for better control of access, permissions, and migration cases between groups in your STILINGUE research panel.

When you receive master/administrator access in STILINGUE, you have the possibility to create an account and a survey (panel) to start collecting publications and monitoring proprietary pages within the platform. 

Remember that the structure is as follows: 

• The survey is always within the account. It's also possible to create multiple surveys in a single account:

• While it's possible to create more than one survey in the same account, this option is not recommended for all cases, especially for agencies. 

This is because, at some point, it may be necessary to remove a survey from one account and transfer it to another account within the same group (organization). For this to occur in the best possible way, STILINGUE recommends that the migration of this panel be done by combining account + survey. 

This action brings improvements for overall management and presents the following advantages: 

• The ability to grant different permissions to external users in each account;
• Better access management for users in your organization;
• Easy migration to another group (organization).

Note: The organization's master will always see all accounts belonging to that organization. 

Understand the best way to create your panel to complete this action:

Best Practices for Migrating a Survey to Another Account

1. Create One Survey per Account

It's common for agencies that use STILINGUE to create multiple surveys representing different clients in a single account. If a client of the agency decides to use the platform in the future and intends to use the current survey, it will be necessary to migrate the panel (survey) to another account in a different group. 

In this case, it's ideal to create one survey for each account:

2. Grant Permissions to Clients Using STILINGUE

Still regarding agencies, if each survey is created in a separate account, access permissions to the platform have some advantages in cases where agency clients need to access STILINGUE and view survey data:

• It's possible to remove a user from one account and grant access to another account in the same group.
• The agency can divide users to view specific accounts and even operate an account within the group, thus having a higher level of control and organization over who accesses and edits a particular survey.
• The agency can also grant different permissions to external users by inviting people from outside STILINGUE to access their account. Learn more in the guide. 

Note: To activate this type of permission, the master must send the invitation within the "Manage active account" area. There, it's possible to change the user's initial permission level. 

There are two main types of permissions to access STILINGUE. The first is by account and includes the reader, operator, and administrator levels. For this permission, users are invited to a specific account and can only view the account they were invited to. The second type of permission is by group and is restricted to the master. 

If a user from account "A" (belonging to the STILINGUE Group) has reader access in that account and receives a new invitation to access another account "B", their reader access level will be maintained for account "B". In other words, their access is "mirrored" from one account to another. This is the system's default behavior, but the master can change the user's access level if necessary.

See the difference between a complex panel migration:

Now, understand how panel migration works in the ideal scenario:

It's important to note that the migration of surveys, when done in the correct model explained above (one survey for one account), is not charged. If it falls outside the standard model, becoming a complex case, the migration will be charged separately as an additional service. Details can be clarified through chat with the Customer Support team. 

For more information, visit the discussion on the subject in our community or the videos on our channel. 😃