Overview: Configuration
About Configuration
Configuration in the top bar opens a menu with the pages that apply to your whole survey site. Nothing in it belongs to one survey: the settings of a single survey are in the editor, under Settings in the left toolbar. See Overview: Survey settings.
Four of these pages also have an icon in the sidebar: Global settings, Themes, Manage administrators and Plugins. They are explained in the Workspace chapter, next to the other icons. This chapter covers the menu itself and the tools that have no icon: the central participant database, label sets, the data integrity check and the database backup.
The Configuration menu
Click Configuration in the top bar to open the menu.
In the picture: 1 Configuration in the top bar, 2 System overview, the number of administrators, surveys and active surveys on your site, 3 the Advanced column, 4 the Users column, 5 the Settings column.
| Menu entry | What it does | Article |
|---|---|---|
| Advanced > Themes | Survey, admin and question themes | Manage themes |
| Advanced > Label sets | Saved lists of codes and labels for the classic question editor | Label sets |
| Advanced > Data integrity | Finds broken entries and leftover tables in your data | Check data integrity |
| Advanced > Backup entire database | Downloads the database of your whole site | Back up the entire database |
| Users > User management | Adds administrators and sets their permissions | Manage administrators |
| Users > User groups | Groups of administrators | Organize administrators in user groups |
| Users > User roles | Saved sets of permissions | Reuse permissions with user roles |
| Users > Central participant management | Participants you reuse in several surveys | Central participant database |
| Settings > Dashboard | The icons of the sidebar | Customize the sidebar |
| Settings > Global | The settings of your site | Global settings |
| Settings > Global survey | Default values for survey settings | Default survey settings |
| Settings > Plugins | Turns plugins on and off | Manage plugins |
| Settings > Survey menus | Menus of the classic survey view | The editor does not use them. |
Next steps
FAQ
Why do some pages have an icon in the sidebar and others don't?
The icons are shortcuts, set per icon under Configuration > Settings > Dashboard. You can add an icon for any page, for example Label sets. See Customize the sidebar.
Where do I set who may use these pages?
In the global permissions of each administrator. See How permissions work.