Admin is a type of account in Recollective. It refers to three distinct user roles: Analysts, Moderators and Clients. It does not include Panelists or Participants, and depending on the administrator role you are assigned, the level of access and permissions will vary:
Analyst: Full access to Site Administration and ALL Studies. These accounts can manage other administrators.
Moderator: Full control over ASSIGNED Studies. These accounts have no access to Site Administration, but will be able to program, moderate and interact with participants within assigned studies.
Client: Limited control over ASSIGNED Studies. These accounts are restricted to a limited, read-only access by default, with additional Permissions and Privacy options available at the study level.
Learn more information about Client Role Administrators.
📌 Note: Moderators can create and update Segments and Profile fields (screening questions) at the study level. Segments and profile fields created by Moderators can be shared across all studies. Moderators are also permitted to perform study-level Bulk Imports, which can add or update panelist accounts.
How to Create Admin Accounts
To create an Admin account or invite a new Admin, simply navigate to Site Administration, and select Admins > Invite New Admins OR Add Admin.
Visit our Inviting Administrators article to learn more.
How to Locate Administrators
Administrator accounts are grouped by role: Analyst, Moderator and Client. From the Site Administration > Admins tab, you can view a list of all admins or quickly navigate to a filtered list of any given role to access users' Edit Admin pages and manage further.
Admins can be filtered further by name, ID, username, email and assigned Study, and various column headers can be selected to sort the list of administrators (e.g. date updated, last visit, etc.).
Select Only deactivated to locate administrative accounts that are Inactive.
Deactivating Administrators
Deactivated Administrators are blocked from logging in to your Recollective site. There may be instances where you would like to deactivate an Administrator, such as a colleague who is no longer with your organization. Deactivating an Administrator account can be achieved by navigating to Site Administration > Search Admins and using the drop-down arrow next to their name to Deactivate.
How to Send an Email Broadcast to Administrators
As an Analyst, you may wish to send an email broadcast to all administrators regardless of their role or the studies they are assigned to. This can be achieved using the site-level Email Broadcast:
📌 Note: 📍Go to Site Administration > Settings > Email Broadcast
Under the Recipients sub-header, toggle on Administrators
Select the Administrator accounts you would like to send a message to using the drop-down menu beneath each Role (Analyst, Moderator, and/or Client).
Compose your message
Click Preview Message
Select Send Now or Send Later
📌 Note: 🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at helpdesk@recollective.com.