User Roles Available

Owned by Roxy Sanchez
Last updated: May 09, 2024 by Benjy Meyer
2 min read

What are the user roles available?

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

 

  1. Lead admin: highest level of access

  • Can add, edit and revoke user access across all projects

  • Have access to all communications and all data for all projects

  • Can edit all project or programme pages and settings

  • Can change branding elements on all projects

  • Can create and send communications on all projects

  • Can access all data, filtering and exports in the dashboard on all projects

 

  1. 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

 

  1. Communications manager: can manage communication on an individual project

  • Can create, edit and delete news and timelines components

  • Can group and email respondents and contributions in the dashboard

  • Can change branding elements

 

  1. Data analyst: for evaluation of project data

  • Can access all data, filtering and exports in the dashboard on all projects

 

  1. 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

 

  1. 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

 

  1. 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 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

Respondents who do not provide an email address do not have an account created in the Commonplace application.