Monitoring and management - The basics
Managing your server
How to manage the settings, teams, and users for your SurveyCTO server.
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Managing teams
How to add and manage "teams," so that multiple project or country teams can safely share a single SurveyCTO subscription.
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Managing user roles
How to manage the access your SurveyCTO users have by configuring user roles.
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Managing users
How to manage the user accounts (logins) that have access to your SurveyCTO system, including data collectors, form managers, and overall account administrators.
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Managing enumerators
How to manage enumerators, in order to keep track of exactly who fills out each form.
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Managing internal support queries
How to offer an option for your SurveyCTO users to submit internal support queries.
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Managing data
How to understand and manage data all through the SurveyCTO data pipeline, from devices down to local computers.
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Keeping your data secure
An overview of SurveyCTO’s data security features and how to secure even your most sensitive data.
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Monitoring incoming data
A brief overview of how you can (and should!) monitor data as it comes in to your SurveyCTO system.
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Using the Data Explorer to monitor incoming data
How to monitor incoming data using SurveyCTO's powerful Data Explorer, which makes it easy to summarize data submitted for individual fields, summarize the empirical relationships between fields, and drill down to browse individual submissions.
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Sharing form data with external viewers
How to provide people without a user account on your server with direct and isolated access to form data.
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Reviewing and correcting incoming data
How to set up SurveyCTO's powerful review and correction workflow features, so that you can efficiently review and correct incoming data for quality-control purposes.
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Configuring external authentication (single-sign-on, or SSO)
How to set up external authentication, so that your users can be authenticated by Google, Okta, or Microsoft, rather than setting up separate SurveyCTO passwords.
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