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 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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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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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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