Category: Platform Administration

This article provides a comprehensive overview of user rights in various aspects of system management, including organizational user management, structure construction, participant management, field response, reporting, action planning, and logistics. Rights Related to Project Management Right Read Write archive_project With read rights, you can archive projects and use the archive. chg_url With write rights, you […]

This article provides information on managing your user profile, personal preferences, and account settings in the Survey software. It covers topics such as accessing your account, changing personal settings, and understanding time zone configurations. Accessing Your User Account There are two ways to access your user account settings: From here, you can: Personal Preferences To […]

This article covers the Options menu in EFS, which provides access to various system configuration settings, performance monitoring tools, and administrative functions. It includes information on the Platform Cockpit, System Settings, Mail Queue, SMS Admin, File Exchange, and ACL Rights. Platform cockpit The platform cockpit, which is located in the Options module, visualizes the status of the […]

This article provides comprehensive information about user management in EFS, including creating and managing user accounts, teams, and exchange teams. It covers various aspects of user administration, rights management, and system security features. Users Each user account is assigned to one or more teams. Membership in a respective team determines the individual functions to which […]

This article provides comprehensive information about accessing and using the EFS (Enterprise Feedback Suite) application, including login procedures, browser support, security measures, and technical requirements. The Login Process The EFS administration area is accessed through a personal login, typically found at http://www.your-domain.com/www/ or via a secure https connection for new installations. The admin area login is protected […]

This article provides an overview of the Platform Administration features in the EFS system, including the System, Support, and User menus, and language settings. Menu Bar Overview The menu bar in the upper right corner of the EFS interface contains three drop-down menus: System, Support, and User. Additionally, you can find the Language button to […]

This article provides comprehensive information about mail templates in EFS (Enterprise Feedback Suite), including types of mail templates, wildcards for different project types, and properties of mail templates. Mail Template Types Mail template type Survey Panel Website Portals When it is used Default mail Is available in all non-automated dispatch processes. Invitation mail Used to […]

This article provides a comprehensive guide to Access Control List (ACL) rights in various modules and functions of the EFS platform. It covers rights related to project management, mail dispatch, statistics and reporting, user administration, and specific modules like EFS Leadership, EFS Employee, EFS People, and MySight. Rights Related to Project Management Right Read Write […]

This article provides comprehensive information about various libraries and features available in the EFS (Enterprise Feedback Suite) system. It covers topics such as media libraries, survey libraries, mail templates, macros, question types, and consent form templates. A set of ready-made English surveys is available from the library. The sample surveys are listed in the menu Libraries → Survey […]

This article provides information about the System menu in the admin area, which includes Users, Libraries, and Options. It explains the purpose of each menu item and provides links to more detailed information. Users The Users menu item allows administrators to manage user accounts for the admin area and control access rights. This section is […]