Creating & Managing Contacts

When to Deactivate a Contact

There are several common reasons that you may want/need to deactivate Contacts in your Checkbox account:

1. A Contact with an admin role has left your organization and/or you no longer want them to be able to log into Checkbox
2. A Contact with an admin role no longer needs access to Checkbox and you want to transfer their user license to someone else.
3. You no longer want a Respondent to be able to log in to ta
   

What is a Contact?

A contact is a user in Checkbox that can take surveys. All Contacts that you add to Checkbox have a default role of Respondent, meaning they will be able to take Public surveys, surveys that you email to them, and surveys that you give them access to.

Most of the time you will probably use the Contacts area of Checkbox to import and manage lists of individuals/groups of individuals to send your surveys to. However, you can also cr

What is a Contact?

A contact is a user in Checkbox that can take surveys. All Contacts that you add to Checkbox have a default role of Respondent, meaning they will be able to take Public surveys, surveys that you email to them, and surveys that you give them access to.

Most of the time you will probably use the Contacts area of Checkbox to add and manage lists of individuals or groups of individuals to send your surveys to.

However, you can also