A project start wizard is available for users who are seated as Researchers on an organization with a Pro or Premium unlimited plan. All other users can submit projects via the services request form.
Project Start
To enter the new project wizard you can clock on the "+New Project" button located on the top right corner of your dashboard when you log in to your Discuss account.
As a seated user on an organization with a Pro or Premium plan starts a new project, you will be taken to a project start wizard, where you can enter the project name, assign a team, and configure the settings of your project. Once you have navigated through these screens, a new project will be created. You will immediately be able to schedule sessions, add respondents, and set up the research.
Subscription
If you are a users who work with multiple organizations within Discuss, you'll need to select the subscription that the project should be associated with. Note that once this is set, it cannot be changed. If you wish to create a project that is not associated with a subscription, choose None. This will take you to the services request form where you can start the process of creating an Ad-Hoc project.
If you are an agency partner managing a project for a client with an unlimited subscription, make sure to select their subscription from the dropdown menu. To access their subscription, the client's organization admin must first add you as a seated member of their organization. You can learn how to do this here.
Default Project Settings
All projects will have the following features enabled
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Self-Captures
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Consent forms
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Personal Meeting Room
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Respondent Hub
New Project Settings
We’ve added some new project settings to this workflow to help our customers configure projects to their needs. These settings will be available as part of the New Project workflow and on the Project Settings page where they can be accessed at any time.
Primary Market and Language of Respondents
The Primary Market and Language of Respondents will set the default market and language for new sessions. Choosing a market will automatically select the primary language for that market. This language setting can be edited. When creating a new session, the market and language set here will be automatically selected for that session. This can be changed for each individual session. This default can also be changed on the Project Settings page at any time.
Primary Live Interview Type
The Primary Live Interview Type will set the default interview type for new sessions. When creating a new session, the live interview type set here will be automatically selected for that session. This can be changed for each individual session. This default can also be changed on the Project Settings page at any time.
Primary Live Conversation Translation Type
The Primary Live Conversation Translation Type will set the default translation type for new sessions. When creating a new session, the live conversation translation type set here will be automatically selected for that session. This can be changed for each individual session. This default can also be changed on the Project Settings page at any time.
Live Support Enabled
Live Support Not Included in Subscription
For customers on the Unlimited Pro plans, Live support will be disabled by default. If you are on a Pro plan and wish to create a project with live support, you can open the services request form from the New Project Wizard to create a project.
Live Support Included in Subscription
For customers on Unlimited Premium plans, Live Support will be enabled by default. If you do not wish to use Live Support for a project, you can deselect the setting to disable Live Support. This can be re-enabled at any time. When Live Support is enabled, this service will be automatically applied to all new sessions created in a project.
If Live Support in enabled for a project with sessions that have already been scheduled, Live Support will not be automatically added to those sessions. Please contact customercare@discuss.io to add Live Support to sessions already scheduled. Our team does need at least 24 hour notice to add Live Support to a session.