How to create, manage, own, and use BES survey data products?

Tiers of Access Privileges

The process of creating, owning, and continuously using a data product can span a time period of months or even years. 

Whether the concept of "owning a data product" is enabled by a platform is probably one of the biggest distinctions between a data-science platform and a data-collection only platform. Survature is a full data science platform with behavior-enabled survey (BES) as one of the front-end data collectors.

"Access Privilege" is a common term used in the world of sysadmin (i.e. System Administrators) for managing IT systems. Since data science is new, we don't have terms to describe varying roles of "Data Administrators", so we are borrowing the term of "Access Privilege" from the computer science world.

Because each survey is the centerpiece of a different data product, on the Survature platform, all BES surveys are independent of each other. Specifically, there are three tiers of access privileges to each survey. 

Creation - The Role of "Editor"

First, if you are creating a survey, you obviously have the "Creation" privilege.  Our system refers to you as the "Editor" of the survey.  You have all privileges around that survey, including to delete or destroy the data product.

Second, you can give the Editor privilege of a survey to another user, who needs to have a valid Survature account.  You'll need to instruct Survature's data-science user-support to set that up on a per survey basis, by clicking on the "orange" button in the corner of your Survature account dashboard.  Our user support will also check whether the new user is under the same contract, remind you if that's not the case, and get your confirmation before proceeding.

After a user has been given the Editor privilege, they have equal rights as you, the original creator. Our user-support will recognize their rights and provide support per their requests.

Refinery - The Role of "Analyst"

In the new data-centric age, if we consider data as petroleum, then analysis is the process to refine petroleum into gasoline and diesel. Since we can't directly put petroleum into our cars, it's a required step to set up "an oil refinery" to produce those usable final insights. Survature analytics platform provides a feature-complete solution for your "oil refinery".

An "Analyst" of a survey can see the survey and set up all of the segments, crosstabs, and explore the data via visualization, APGs and complete profiles as parts of their data analytics workflow. 

An "Analyst" role does not have control of the creation of the survey, the run-time control of the survey, the pre-campaign setup of targeting and overlays, etc.

"Editors" have all of the "Analyst" rights by nature.  "Editors" can give "Analyst" rights to another user, where that user must have a valid Survature account.  The process for an "Editor" to give another user "Analyst" right is to go through Survature's data-science user-support, by clicking on the "orange" button in the corner of their Survature account dashboard.

Use - The Role of "Consumer"

The end data products can be packaged and disseminated to others in the form of PowerPoints or Reports. However, that's only feeding information to the recipients, who can be informed but they cannot ask questions of their own and get answers of their own.  The distinction of whether they can engage in this investigative process is what defines whether someone is actually "using" a data product.

If you as an Editor need to let others in your organization or beyond to have their own investigative use of your data product, you can create a secured sharing link for your results dashboard.  That process is DIY (refer to this help-doc).  You can revoke such sharing any time at will.  Analysts cannot create or manage "Shared Results Link".

Those who receive the shared results link can see that BES survey and that survey alone, they have no control of the survey or how the analytics have been set up, they have access to analytics, but not the raw data.

Those who receive the shared results link do have access to the entire BES survey.  For examples, you cannot limit their access to only Question 3 and Question 5, or you cannot limit their access to only those who are your "Active Promoters".  It is possible to limit their access to only specific targets, although that would require setup by our data-science user-support. 

FAQ

  • Is my Survature account an "Editor" or an "Analyst"?
    Ans: All Survature accounts are set up in the same way.  The roles of "Editor" or "Analyst" are on a per-survey basis.  When you create your own survey, you are always an "Editor".  You can be "Editor", "Analyst", or "Other" for other user's surveys too. 
  • As a consumer of BES data products, do I need a Survature account?
    Ans: No, the role of "Consumer" is sufficient.  You only need the "gasoline" to be turned on, let your team build the oilfield and the refinery.
  • Is there a limit on how many "Editors" each survey can have?
    Ans: No.
  • Is there a limit on how many "Analysts" each survey can have?
    Ans: No.
  • Is there a limit on how many surveys my account can be an "Editor"?
    Ans: No.
  • Is there a limit on how many surveys my account can be an "Analyst"?
    Ans: No.
  • Is there a limit on how many "Shared Results Links" each survey can have?
    Ans: Yes, only one at a time. However, you can revoke access to an existing link any time, create a new link, and use that new link immediately.
  • Can Survature set up a user to always be an "Editor" on any surveys created by another user?
    Ans: Please consider data products as a first-class citizen in the new business world. There are natural sensitivities revolving around these data products.  For example, C-suite knowledge of complete profiles about each employee segment cannot be shared with the IT department who could be the contract owner of their organization's Survature subscription. Similar situations can apply to each business unit's own needs, or a compliance department's unique needs, etc.  

    An Editor of a survey can ask our user-support to designate another Survature user as an Editor any time. That's routine.  If for contract management reasons, you need visibility of your organization's use of Survature, our user support will respond accordingly.