Custom account provisioning

For custom role access permissions, contact your Professional Services team.

If you are a Medallia Experience Cloud Administrator with the 'Manage Roles' administrative permission assigned to you, the following are the steps you need to take to assign the Agile Research permission to one of your existing roles.

Assign the 'View Agile Research' permission to an existing role

To assign the 'View Agile Research' permission to an existing role, add the Agile Research role to your role in your ​Auto Importer​ user specification file and send that file to your ​Medallia expert for processing. Or you can assign the 'View Agile Research' permission to an existing role in either Admin Suite or Classic setup, as follows:

In Admin Suite, complete the following steps:

To assign the 'View Agile Research' permission to an existing role, you can add the Agile Research role to your role in your Auto Importer user specification file and send that file to your Medallia expert for processing. Or you can assign the 'View Agile Research' permission to an existing role in either Admin Suite or Classic setup, as follows:

In Admin Suite, complete the following steps:

1. Select Organization > Roles on Admin Suite home.

2. Select the role to which you want to add the 'View Agile Research' permission from the list and click Edit at the bottom of the details pane on the right.

3. Select the Reporting Permissions tab and select the 'Agile Research' permission.

   

4. Click Save.

See Roles for additional details.

In Classic setup, complete the following steps:

1. Select Company > Roles.

2. Select the role to which you want to add the 'View Agile Research' permission from the list.

3. On the right side of the screen, select the 'Agile Research' permission in Reporting Permissions and select the right arrow to move it to the list of applied permissions.

   

4. Click Save.

See Roles for additional details.

Add a role to an existing user

To add a role to a user in Admin Suite, complete the following steps:

See Users for additional details.

To add a role to a user in Classic setup, complete the following steps:

See User accounts for additional details.

Creating a new role

If customers want to add new users who do not have existing access to Experience Cloud for Agile Research, it is recommended that they manually create a new role that can be accessed only in Agile Research and apply the 'View Agile Research' permission.

In Agile Research, complete the following steps:

In Classic setup, complete the following steps:

Admins can also use an Auto Importer to assign access via SSO or an automated user file. If using an Auto Importer, work with your Medallia Admin Team (this may require up to approximately 20 hours for Professional Services).

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Agile Research Role BPP

The Agile Research Role BPP automatically creates a new role called 'Agile Research' that has only the ‘View Agile Research’ permission applied. In addition, this role will have a new landing page in Experience Cloud that includes an Agile Research demo video and links to supporting documentation and resources.

Assigning users the 'View Agile Research' permission

The first person who gets provisioned an ​Agile Research account is the Account Administrator, who is identified by the account team when submitting a request to provision Agile Research. Account Admins can then assign the new 'Agile Research' role to any members from their organization who want access to Agile Research but previously have not had access to Experience Cloud.

When an Admin assigns this role to users, those users will have the ability to view Agile Research via the Application switcher in Experience Cloud:

Account Admins can do one of the following to give users the ability to view Agile Research:

• Assign users to the 'Agile Research' role created by the BPP

• Create a new user in Experience Cloud to add to the 'Agile Research' role

• Edit the permissions of an existing role to 'View Agile Research'. This is only recommended if all users belong to one existing role.

​If you don't want to use the role that was automatically created by the Agile Research Role BPP, complete the steps in Custom account provisioning. ​

Add new users who do not have existing access to Experience Cloud for Agile Research

See this article for details.

Manage users in Agile Research

The Agile Research Account Administrator is the primary Agile Research account owner and is responsible for adjusting the default roles and permissions for other users. When provisioning your Agile Research instance, an Account Administrator will be assigned for Agile Research. For all other users, their accounts will be provisioned with a default set of base roles and permissions when they access Agile Research for the first time via the Application switcher.

These roles and permissions are as follows:

• Roles

  • Full Tool User

  • Contact administrator

• Rights & Permissions

  • Create surveys

  • Launch surveys

  • Analyze surveys

  • Access to only their own surveys

  • Access to only their own contact lists

The Account Administrator can change the roles and permissions for any user via Account > Users in Agile Research. If the Account Administrator designates another user as a 'User administrator', the Administrator will also be able to change the roles and permissions for users.

To add new users or make changes to roles or permissions for existing users, the Account Administrator should use Admin Suite.

To find out who your Account Administrator is, click Account in Agile Research and scroll to the bottom of the page.