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User Role and Team management

All you need to know about roles and teams in Feedier

Julien Chil avatar
Written by Julien Chil
Updated this week

Menu β†’ Users and Teams


What are the different user roles ?

Roles

Action

πŸ‘‘ Admins

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.

πŸ› 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.

πŸ‘€ Viewers

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

πŸ”’ Restricted Viewers

Restricted viewers can only read Feedback that is assigned to them

πŸ’‘ 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.

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User Permissions Table

Pages

Actions

Admins

Editors

Viewers

Restricted Viewers

Profile Page

All actions

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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

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  • Role Access

  • Attributes

  • Organization

  • Advanced Settings

All actions

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  • Automations

  1. Access

  2. Create an automation

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  • Survey

  • Imports

All actions

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βœ…

🚫

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  • 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

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  10. 🚫

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  • 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

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  • 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

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  3. 🚫

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  • Dashboard

  1. Access

  2. Create a KPI

  3. Edit a KPI configuration

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  • KPI formula

  1. Access

  2. Create a KPI

  3. Edit a KPI configuration

All of them based on Feature access page

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  • 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

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  • Agents

  1. Access to Pages

  2. Enable/disable Agents

  3. Accept/reject Recommendations

All of them based on Feature access page

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Objects Visibility within teams

Object Creation β†’ Object Visibility

My Team

Parent Team

Sub Team

  • Attributes β†’ Att page

  • Attributes β†’ Reporting side (Live Feed, FQL, Reports)

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  • Automations

βœ…

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  • Survey

βœ…

βœ…

🚫

  • Imports

βœ…

🚫

🚫

  • Feedbacks

βœ…

βœ…

🚫

  • Reports

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🚫

  • Topics

βœ…

βœ…

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(if tracked)

  • Action Plans

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  • Workflows

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  • Custom Formulas

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  • Segments

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  • Recommendations

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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.

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