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User Role and Team management

Feedier allows you to seamlessly integrate your organisation’s structure directly to the platform. Based on a hierarchical model, the parent team has oversight on all sub-teams, and teams can’t see feedback adjacent to their own.

Julien Chil avatar
Written by Julien Chil
Updated this week

User roles


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There are four key roles, each one giving varied levels of rights across the platform.
Here’s the breakdown:

1. Admin

The admin users have all rights, they can create, read, update and delete content.
If part of the HQ team, they can also manage the teams and access the Organization details.



2. Editor

The Editors can create, read and update content associated within their team. They cannot add new users, access the organization settings or create new teams.



3. Viewer

Viewers only have read access, which means they have access to surveys, feedback, the reports, but they can’t edit anything.



4. Restricted Viewer

Restricted viewers can only read Feedback that is assigned to them.





User Permissions Table

Pages

Actions

Admins

Editors

Viewers

Restricted Viewers

Profile Page

All actions

Users and Team

  1. Access

  2. Move to a sub team

  3. Add/Delete a team

  4. Add/edit a user

  5. Delete a user

  1. 🚫

  2. 🚫

  3. 🚫

  4. 🚫

  5. 🚫

  1. 🚫

  2. 🚫

  3. 🚫

  4. 🚫

  5. 🚫

  1. 🚫

  2. 🚫

  3. 🚫

  4. 🚫

  5. 🚫

  • Role Access

  • Attributes

  • Organization

  • Advanced Settings

All actions

  1. 🚫

  2. 🚫

  3. 🚫

  4. 🚫

  5. 🚫

  1. 🚫

  2. 🚫

  3. 🚫

  4. 🚫

  5. 🚫

  1. 🚫

  2. 🚫

  3. 🚫

  4. 🚫

  5. 🚫

  • Automations

  1. Access

  2. Create an automation

  1. 🚫

  2. 🚫

  1. 🚫

  2. 🚫

  • Survey

  • Imports

All actions

🚫

🚫

  • Reporting

  1. Access to report page

  2. Create Reports

  3. Access to Reports

  4. Save/Update/delete Other Reports

  5. Save/Update/delete Own Reports

  6. Share/download Reports

  7. Create/edit/delete folders

  8. Duplicate Reports

  9. Create private reports

  10. Create master reports

  1. 🚫

  2. 🚫

  3. 🚫

  1. 🚫

  2. 🚫

  3. 🚫

  • Text Analysis

  1. Access to page (Based on Feature access)

  2. Create/Edit topics

  3. Add topics to a text answer

  4. Remove text answers from a topic

  1. 🚫

  2. 🚫

  3. 🚫

  1. 🚫

  2. 🚫

  3. 🚫

  • Action Plans

  • Autopilot

  1. Access to page (Based on Feature access)

  2. Create/edit/delete own action plan/workflow

  3. Create/edit/delete others action plan/workflow

  1. 🚫

  1. 🚫

  • Dashboard

  1. Access

  2. Create a KPI

  3. Edit a KPI configuration

  1. 🚫

  2. 🚫

  1. 🚫

  2. 🚫

  • KPI formula

  1. Access

  2. Create a KPI

  3. Edit a KPI configuration

All of them based on Feature access page

  • Segments

  1. Access to page (Based on Feature access)

  2. Create segments

  3. Edit/delete others segments (depends on advanced controls)

    1. If assigned to me and able to edit YES

  1. 🚫

  1. 🚫

  1. 🚫

  • Agents

  1. Access to Pages

  2. Enable/disable Agents

  3. Accept/reject Recommendations

All of them based on Feature access page

If you have hundreds or thousands of users on the platform and would like to onboard your users slowly, you can add limitations on what certain user roles see using the Feature management page.



Objects Visibility within teams

Object Creation → Object Visibility

My Team

Parent Team

Sub Team

  • Attributes → Att page

  • Attributes → Reporting side (Live Feed, FQL, Reports)

🚫

  • Automations

🚫

🚫

  • Survey

🚫

  • Imports

🚫

🚫

  • Feedbacks

🚫

  • Reports

🚫

  • Topics

(if tracked)

  • Action Plans

🚫

🚫

  • Workflows

🚫

🚫

  • Custom Formulas

🚫

  • Segments

🚫

  • Recommendations

🚫

🚫










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