Page Comparison

What integrations to external services do you provide?

Salesforce CRM

Hubspot CRM

ESRI mapping

What are the user roles available?

The following roles are available for customer users, who access the platform with a username and password:

1. Admin:

• Can add, edit and revoke user accesses

• Have access to all communications and all data

• Can edit the project or programme settings

• Can change branding elements

• Can create and send communications

2. Surveyor:

• Can log survey answers from the survey pages 

• Cannot edit, create or delete content nor send communications

• Cannot manage other user roles

3. 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

4. Communications manager: 

• Can create, edit and delete news and timelines components only

• Can change branding elements

• Can group and email respondents and contributions in the dashboard

• Can manage other user roles

5. Stakeholder:

This role is suited for individuals who have been asked to take part in your consultation as members of a closed 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 request, which is sent to their email address. Respondent users have a status:

Pending - email verification was not completed, their contribution will not be made public

Confirmed - email verification was completed successfully, their contribution will be available publicly