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Organizing and Managing Research

A Guide to Surveys, Projects, and Account Permissions

Updated over 6 months ago

The MX8 Research platform is designed to streamline survey management, especially for teams working on multiple research initiatives. This guide explains how surveys, projects, and accounts are structured on the platform, along with a breakdown of user permissions.

Surveys: Flexible Setup, Multilingual Support, and In-Survey Reporting

Each survey on MX8 is created from a single set of survey code and users can:

  • Translate the survey into multiple languages to reach diverse audiences without duplicating the survey code.

  • Deploy to multiple audience segments: The same survey can be fielded across various demographic or test groups, keeping insights consistent.

  • Generate reports and insights from individual surveys: Each survey includes built-in reporting, providing an efficient way to analyze and draw insights from specific audiences or survey waves.

Projects: Grouping Related Surveys for Streamlined Analysis

Each survey belongs to a project. Projects act as containers to organize surveys that belong to the same research initiative. You should group related surveys within a project, such as multiple waves of a tracking study or different segments of a multi-part survey series.

Organizing surveys into projects offers these benefits:

  • Cross-survey Reporting: Users can create reports that aggregate data from all surveys within a project, making it easy to track trends or compare results across related surveys.

  • Shared Coding and Labels: Surveys within the same project share the same open-end coding scheme and default reporting labels, ensuring consistent data coding and labeling.

Accounts: Structuring Access and Permissions Across Research Teams

Each project and the surveys within it are managed under an account. Accounts control access and permissions, helping teams work together effectively. Here’s an overview of account access:

  • Universal Access within an Account: Every user linked to an account can access all surveys and projects. This ensures team members can collaborate seamlessly across projects.

  • Account-wide Permissions: Some users are designated as account administrators. These administrators have additional permissions to add or remove users from the account and set surveys to live.

Because permissions are account-specific, a user can be an administrator in one account while being a standard user in another. This flexibility allows users to contribute across multiple research initiatives at different levels without needing separate logins.

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