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Permissions
An introduction to Permissions
An introduction to Permissions
A matrix of permissions shown as types of user versus features.
R
Written by Raymond Kenney. Updated over a week ago

The following matrix describes the availability of features depending on a user's role.

Permission

Account Owner

Account User

Respondee

Viewer

Add new survey

Y

Y

N

N

View surveys

Y

Y

Y

Y

Edit surveys

Y

Y

N

N

Delete surveys

Y

Y

N

N

Edit responses

Y

Y

N

N

Delete responses

Y

Y

N

N

Add new users

Y

N

N

N

View users

Y

N

N

N

Delete users

Y

N

N

N

Edit/view settings

Y

Y

N

N

Add new dashboards

Y

Y

N

N

View dashboards

Y

Y

N

Y

Edit dashboards

Y

Y

N

N

Delete dashboards

Y

Y

N

N

View Geo+

Y

Y

N

Y

A description of each role is available here:

  • Account Owners
    An ‘Account Owner’ has the most privileges on the ExInsight platform. The Account Owner is the person nominated to set-up and administer the account. They can add and delete users, create surveys, and edit survey questions.

  • Account Users
    An ‘Account User’ is typically a manager who has the same permissions as Account Owners yet they cannot add, view or edit users.

  • End-users, recipients
    An ‘End-user, Recipient’ is a person who can receive a survey and respond to a survey but they cannot see any other information associated with the ExInsight platform. They cannot see results other than their own history, for example.

  • End-users, viewers
    An end-user is typically a manager who needs to see the results of surveys but cannot create or administer them. This is the equivalent of a ‘read-only’ account.

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