User roles
The following roles are available for Simplesat accounts:
Owner - Can manage everything including billing.
Admin - Can manage everything except billing.
Manager - Can only view surveys and feedback if given access. Can edit and delete feedback.
Collaborator - Can only view surveys and feedback if given access. Cannot add, remove, or modify data.
Billing - Can only view the billing page.
Survey access
By default, Managers and Collaborators do not have access to any surveys. Access can be granted while inviting new users, editing users, viewing a survey dashboard, or editing a survey.
Restricting feedback for Collaborators
In addition to restricting survey access, Admins can enable an option for Collaborators to only see the feedback they're associated with on the Account settings page.
Once enabled, Collaborators will only see feedback if their account is mapped to the team member associated with the feedback.
Team member mapping
Team member mapping makes it possible to restrict Collaborators to only see their own feedback. It also sets us up for future features to enable users to control the feedback and notifications they see.
You can view all team member mappings on the Users page. By default, each user is mapped with the team member's email address that matches their own.
Admins can add additional team member mappings for Collaborators.
This can come in handy if a user's email address doesn't match what's in their helpdesk.
Permissions for each role
The table below provides an overview of each role's access in Simplesat. The Billing role can only view the billing page.
| Owner | Admin | Manager | Collaborator |
Create and edit surveys | ✅ | ✅ | ❌ | ❌ |
Control user access to surveys | ✅ | ✅ | ✅ | ❌ |
Survey dashboards | ✅ | ✅ | Restricted | Restricted |
Create and edit custom dashboards | ✅ | ✅ | ❌ | ❌ |
View custom dashboards | ✅ | ✅ | Restricted | Restricted |
Create Views (Surveys, Feedback, Reports) | ✅ | ✅ | ❌ | ❌ |
Scheduled reports | ✅ | ✅ | ❌ | ❌ |
View feedback | ✅ | ✅ | Restricted | Restricted |
Edit and delete feedback | ✅ | ✅ | ✅ | ❌ |
Customers | ✅ | ✅ | Restricted | Restricted |
Reports | ✅ | ✅ | Restricted | Restricted |
Manage integrations | ✅ | ✅ | ❌ | ❌ |
Get testimonial widget code | ✅ | ✅ | ✅ | ✅ |
Edit account settings | ✅ | ✅ | ❌ | ❌ |
View API key | ✅ | ✅ | ❌ | ❌ |
Edit and delete users | ✅ | ✅ | ❌ | ❌ |
Invite new users | Admin, Manager, Collaborator, Billing | Admin, Manager, Collaborator | Manager, Collaborator | ❌ |
Billing page | ✅ | ❌ | ❌ | ❌ |