Creating an Account

Accounts are automatically created on the Michigan Medicine and University Wide brands upon initial authentication.

1. Launch a web browser and go to the appropriate brand:
   
   • Michigan Medicine: http://umichumhs.qualtrics.com
   • University Wide (main campus): http://umich.qualtrics.com
2. Authenticate with a U-M username and UMICH (Level-1) password.
3. Accept the Duo Two-Factor Authentication authorization. The main Qualtrics interface will load into the browser window.
4. When the Terms of Service pop-up appears, click the I accept button.
5. A Research Core pop-up will display to allow the immediate creation of a survey (also called a "project").  To access the main Projects screen without creating a survey, click Cancel.

Qualtrics Documentation and Support

After logging in to Qualtrics, in the upper right corner, click the  button:

• Click the SUPPORT SITE button to access the Qualtrics documentation library, which provides an extensive documentation that covers every aspect of using Qualtrics.
• Click the CONTACT SUPPORT button to submit an issue directly to Qualtrics Support. The Qualtrics - Assistance from Qualtrics Support article provides an alternate contact method and outlines what to expect when contacting Qualtrics Support.

Prior to contacting Qualtrics Support, you can submit UM-related and basic usage questions to umhs-qualtrics@umich.edu.

Moving an Account to a U-M Brand

If you have a Qualtrics account on a different brand using the same email address, Qualtrics will not allow you to create another account. An account can be shifted from the current brand to a different brand (the destination brand) by submitting a move request to Qualtrics Support. Qualtrics Support requires these requests to originate from the account-holder.

Should the account be moved or should its content be transferred to another account?

• If the surveys under the account have started to collect data and the same survey links should be retained without pausing data collection, then see the Qualtrics - Accounts#User Move Process section below.
• If the surveys under the account have not started to collect data, and the account to be moved just has inactive surveys, then see the Qualtrics - Transfer Survey Between Brands article.
• If the surveys under the account have collected data in the past and will NOT be reopened to collect additional responses, then see the Qualtrics - Transfer Survey Between Brands article to transfer the surveys and data to the new account.
  
  • However, If the account has dozens or hundreds of surveys to move, or old surveys will be reopened, then see the Qualtrics - Accounts#User Move Process section instead.
• If the account is empty or should just be deleted so the email address can be used for a different account, contact Qualtrics Support (800-340-9194) and ask for the account to be removed.  The process only takes a couple of minutes and the representative will confirm when the address is available for use with a new account.

Considerations

User moves generally take 2-4 weeks to complete after being filed with Qualtrics Support, but you will have access to the accounts in the meantime. More information about the user move process can be found here. If you'd like to do a user move, please be aware of the following: 

• You will lose your contacts unless you export them. 
• Any surveys that were shared with you or that you shared will be unshared during the move. To get access, the projects will need to be re-shared after the user move is complete. 
• Any speciality products, such as 360, EE, CX Dashboards, and SMS distributions will not transfer to your new account. 
• Any API integrations you've set up will likely need to be reformatted. 
• Any text topics from Text iQ will not transfer to your new account. If you'd like to keep your text topics, you will need to export your topics from your old account and import them into your new account. 
• Survey reports do not transfer in a user move.  
• Any surveys that are open will need to be closed before we can complete the move, since active survey links do not transfer and can lead to respondents encountering errors during the move. 
• You may only keep one account library (including graphics, messages, files, and surveys in your library). If you want to do a user move, please let us know which account library you'd like to keep. 

User Move Process

If your account does not have any active surveys (i.e., surveys collecting responses), creating a new account on the Michigan Medicine brand and moving the surveys (and their data) from the original account to the new account is typically a faster process.

If you need Qualtrics Support to move your account and its active surveys to another brand, submit a request using the following instructions.  Note that Qualtrics Support may not be able to move the account for up to a couple of weeks. 

1. After logging into Qualtrics, in the upper right corner, click the user icon button. The brand currently housing the account is listed at the top of the drop down menu under your name.
   

2. To have an account moved to the Michigan Medicine (UMHS) brand, submit a request using the Qualtrics Support Center.

   1. At the bottom of the menu, click the Contact Support link. A new window/tab will open.
   2. In the new window/tab, under the account name, click the name of the brand; e.g., University of Michigan Health System umichumhs.  The Qualtrics Support Portal screen will appear.
   3. Select the Get Technical Support button. 
   4. At the "Select a product area..." section, select Survey Platform. 
   5. For the support option, select the Email option.  A new window/tab will open.
   6. In the new window/tab, for the Subject line, use: Move account to umichumhs Brand. Click the >> button.
   7. In the Detailed Description of Issue field, use something similar to the following text:

      Please move my account, <<USERNAME>>, to the University of Michigan Michigan Medicine (umichumhs) brand.

   8. Grant permission for Qualtrics Support to log into the account and then click the Submit button.
3. Upon receiving the request, Qualtrics Support may contact the administrator of the current and/or destination brand to obtain authorization for the transfer. Note: Depending on their current backlog, Qualtrics Support may not be able to move the account for up to a couple of weeks.

Accounts for non-UM Individuals

The terms of the U-M contract with Qualtrics state that its Qualtrics environments should be used only for university business.  Non-UM individuals working in conjunction with U-M personnel can obtain temporary access through MCommunity sponsorships.