The basics
Previous  Top  Next


Functionality
There are two types of users: regular users and administrators.
With the Metatude Project Manager four functions on the central server can be managed:

1.Adding, editing and deleting users.  
2.Connecting new databases and directories.  
3.Creating, editing and deleting target groups.  
4.Creating and managing projects.  

The first two functions are only for administrators, the last two can be performed by any user.

Users and Administrators
Metatude recognizes two types of 'users' within your organization: 'administrators' and regular 'users'. An administrator has access to all four functions and will usually be someone from the IS department. A user has access to the last two functions mentioned above. Users will generally be HRM managers, marketing managers and consultants that have an interest in collecting stakeholder feedback. The last two functions can be used to execute a project from start to end without any help from others.

Steps to complete a project
To succesfully complete your first project, these steps have to be followed:

Using the Metatude Dialogue Designer:
1.Design a dialogue (see the manual for the Metatude Dialogue Designer for more information)  
 
Using the Metatude Project manager:  
2.Connect to a directory server or a database containing stakeholder information. These connections can only be made by administrators.  
3.Define one or more target groups from the information contained in the directory server or database  
4.Create a new project. Choose the dialogue that you have designed and write an invitation message for your stakeholders.  
5.After the stakeholders have filled out the dialogue, you can download the results.  
 
The steps 3, 4 and 5 will be described in the following chapters. To complete these steps, the administrator in your organization will give out usernames and passwords.