What are the user roles available (access rights / permissions)?
The following roles are available for customer users, who access the platform with a username and password:
Admin:Lead admin: highest level of access
Can add, edit and revoke user accessesaccess across all projects
Have access to all communications and all data for all projects
Can edit the all project or programme pages and settings
Can change branding elements on all projects
Can create and send communications on all projects
Surveyor:
Can log survey answers from the survey pages
Cannot edit, create or delete content nor send communications
Cannot manage other user roles
Tester:
This role is suited for people working on your user website before launch. A tester cannot access the dashboard or manage other user roles
They can:
Create, edit and delete content and pages
Can change branding elements
...
Can access all data, filtering and exports in the dashboard on all projects
Admin: can edit individual projects, access the dashboard for analysis and communicate with subscribers through the news feature
Can add, edit and revoke user access for a given project
Have access to all communications and all data for a given project
Can edit the project or programme pages and settings for a given project
Can change branding elements for a given project
Can create and send communications for a given project
Can access all data, filtering and exports in the dashboard for a given project
Communications manager: can manage communication on an individual project
Can create, edit and delete news and timelines components only
Can group and email respondents and contributions in the dashboard
Can change branding elements
Can group and email respondents and contributions in the dashboard
Can manage other user roles
Stakeholder:
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Data analyst: for evaluation of project data
Can access all data, filtering and exports in the dashboard on all projects
Surveyor: for people who will be running live events or surveys using face-to-face mode
Can log survey answers from the face-to-face mode pages
Cannot edit, create or delete content nor send communications
Cannot manage other user roles
Tester: for people you wish to invite to test out the project before launch, no other access is available to make changes to content or access
Stakeholder: for individuals who have been asked to take part in your consultation as members of a closed or invite-only audience.
Respondent users create an account upon submission of their first contribution, if they decided to provide an email address (which is optional). Upon submission, if they did provide an email address, they will instantly receive a verification email. Users can later log in to their platform profile page by a password-less magic link or six digit code request, which is sent to their email address. Respondent users have a status:
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