User Roles and Permissions
We've refreshed our user roles and permissions logic (beginning Dec 2023)! Throughout this article, yellow callouts will explain how roles and functionality have changed since the refresh, and the impact that may have on your experience of the platform.
User roles define the abilities of a Zappi user. The role you are assigned will change what you can see and do on-platform.
Jump to:
Admin
- Fully configure their organization's setting
- Invite and manage users
- Create, edit, launch and share any projects
- Analyze any report
- Download all surveys and stimuli
From the permissions chosen previously when sharing, an Admin will now always be able to manage and transfer all shared credit.
Power User
- Create, edit, launch and share personal projects
- Analyze any report
- Download all surveys and stimuli
From the permissions chosen previously when sharing, a Power User will now always be able to create, edit, and launch public and shared projects (and additionally share, shared projects), share credit, and invite users.
User
- Create, edit, launch and share personal projects
- View public projects
- Analyze personal and public reports, plus download their surveys and stimuli
From the permissions chosen previously when sharing, a User will now always be able to view and share, shared projects, analyze shared reports, plus download their surveys and stimuli.
From the permissions chosen previously when sharing, a User will no longer be able to manage any credit, or edit or launch any shared projects.
Viewer (previously Guest)
- View shared projects
- Analyze shared reports, and download their surveys
- View public projects
- Analyze public reports, and download their surveys
The Viewer role is a more restricted version of the previous Guest role. They will no longer be able to create, edit, launch and share personal projects. From the permissions chosen previously when sharing, they will no longer be able to edit, launch or share any shared projects.
Adjusting and Troubleshooting Roles
Admins have the ability to invite and deactivate users, as well as adjust a user's Role.
Adjusting Roles
Admins can go to the avatar menu and click on "Users & Groups" to see who currently has access to the domain, and to invite users, or edit their permissions.
Troubleshooting Roles & Permissions
When approached by a user with questions about specific permissions, admins should first inspect the user's role.
If the user is set to a role that is more limited than they need, the admin will need to consider changing it. This ensures there is governance in place and that research is only shared as broadly as you see fit.
For example, a user has reached out saying that they are unable to change the configuration of a question and then launch a project. An admin should first inspect this user's role; in this case, they find the user is a Viewer, and while they can view the project that's been shared with them, they are not able to edit or launch it. The admin can simply adjust the role to something less restrictive (like "User" or in this specific example, "Power user", as shared configuration can only be edited by Power users or Admins), or reroute the request to ensure only someone who already has the proper access makes the edit and launches.