What a client admin does
Client admins run their organisation’s SmartSurv: surveys, launches, the team, money and connections to other systems.
What you will learn
- Know what you can do beyond an analyst
- Know what only SmartSurv operations can do
Take the For client analysts course first: everything there applies to you. On top of it you can build, launch, pause and close surveys, invite panel members, try surveys in the Simulator, write WhatsApp invitation templates, manage your team, create API keys and webhooks, write and regenerate AI outputs, and pay SmartSurv’s invoices.
What SmartSurv operations does for you
- Records top-ups to your incentive wallet when you pay by bank transfer.
- Reviews payments held for fraud checks, and manages the panel.
- Sets up the connections to WhatsApp, SMS, payments, phone calls and AI. The AI settings are managed by SmartSurv.
- Changes your plan terms (prepaid or postpaid, payment terms).
When a step needs something technical, ask SmartSurv operations.
What you will see
- Left menu items analysts don’t have: Research → Simulator, Panel → Respondents (read-only list), Settings → Developers.
Check yourself
Pick an answer for each question, then press Check my answers. Nothing is saved or sent.