Menu β Users and Teams
What are the different user roles ?
Roles | Action |
π Admins | The admin users have all rights, they can create, read, update and delete content. |
π οΈ Editors | 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. |
π Viewers | Viewers only have read access, which means they have access to surveys, feedback, the reports, but they canβt edit anything. |
π Restricted Viewers | Restricted viewers can only read Feedback that is assigned to them |
π‘ Best practices when having hundreds or thousands of users to be onboarded in the plateforme is to start with maximum restrictions and opening roles slowly.
β
User Permissions Table
Pages | Actions | Admins | Editors | Viewers | Restricted Viewers |
Profile Page | All actions | β | β | β | β |
Users and Team |
|
|
|
|
|
| All actions |
|
|
|
|
|
|
|
|
|
|
| All actions | β | β | π« | π« |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
All of them based on Feature access page |
|
|
|
|
|
|
|
|
|
|
|
All of them based on Feature access page |
|
|
|
|
Objects Visibility within teams
Object Creation β Object Visibility | My Team | Parent Team | Sub Team |
| β β | β β | β β π« |
| β | π« | π« |
| β | β | π« |
| β | π« | π« |
| β | β | π« |
| β | β | π« |
| β | β | β (if tracked) |
| β | π« | π« |
| β | π« | π« |
| β | β | π« |
| β | β | π« |
| β | π« | π« |
Why my user has the proper role but do not see related feature on the platform ?
Make sure that the feature is enabled in the Feature Access page for this specific user role.
How to delete a team ?
Condition to delete a team :
β’ The team has no users assigned to it
β’ The team has a parent team (root teams can't be deleted)
β’ The team has no sources (carriers) linked to it
Consequences of deleting a team :
Associated report are deleted.


