FAQ — Tenant Administration
Frequently asked questions for Tenant Admins managing their organization on Survanta.
Q: How do I invite a new user to my organization?
Use the tenant invitation creation page with Tenant Admin and user-management permission. Enter the email, optional assignable permission group, email-match requirement, and validity hours. The server creates a one-time invitation and displays its raw code exactly once; the current controller does not itself guarantee invitation-email delivery. The code can be listed or revoked until consumed/expired.
Q: How do I assign a permission group to a user?
Navigate to Users and click on the user you want to update. In the user's profile, find the Permission Group field and select a group from the dropdown list. Save your changes. The user's access will immediately reflect the permissions defined in the selected group. To create or modify permission groups, go to Settings > Permission Groups.
Q: What happens when I reach my user limit?
When active users consume MaxUsers, tenant add/invitation consumption is blocked while existing active users remain. Create a Limit Increase or Plan Change order at /Tenant/Orders/Create; the higher entitlement applies only after approval and full payment verification.
Q: How do I generate a QR code for a survey?
Create a SingleSurvey access token for the tenant-owned survey, retain the raw token shown once, then use GenerateLinkQr from that token's details. The server validates the raw token and returns the canonical /p/{token} URL plus an SVG QR preview. QR codes and public links share MaxPublicSurveyLinks; no separate QR quota or guaranteed PNG download is exposed.
Q: How do I submit a limit increase request?
Open /Tenant/Orders/Create, choose Limit Increase, select a value greater than the current entitlement, and submit the draft order. A Platform Admin reviews it; approval issues the invoice as Unpaid. The increase is applied only after full cash payment is recorded or submitted proof is verified. Orders have notes and notifications, not a conversation-thread entity.
Q: How do I create an integration API client?
Open the tenant Integrations page with Tenant Admin and external-integration permission. Create a client with a name, required future expiry, and supported scopes. The raw key is shown once and cannot be retrieved. Send it in X-Survanta-Api-Key; Integration API keys do not use Authorization: Bearer.
Q: How do I view survey responses?
Open the survey's response management area with the required response permission. Available views and filters are server-authorized and tenant-scoped. Excel export additionally requires the CanExportExcel plan capability; do not assume every plan or response surface exposes CSV/Excel.
Q: How do I deactivate a user without deleting their data?
Go to Users and click on the user's name. In the user profile, toggle the Status to Inactive. The user will no longer be able to log in, but all their data, survey assignments, and records remain intact. You can reactivate the user at any time by setting the status back to Active.