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User roles and permissions

Simplesat avatar
Written by Simplesat
Updated over 7 months ago

Simplesat offers various user roles with different permissions and access levels. These roles range from administrators with full system control to basic viewers with limited access.

Default roles

The following default roles are available in any workspace:

  • Owner - Full access to all features, including billing management and the ability to delete workspaces.

  • Admin - Full access to all features, except billing management, and cannot remove owners or delete workspaces.

  • Manager - Can view and manage surveys and feedback if given access.

  • Collaborator - Can view surveys and feedback if given access, but cannot modify data.

  • Billing - Can only manage billing information.

Custom roles

Elite and Enterprise plans can create custom roles with granular permissions. To manage roles, navigate to Settings > Roles.

Survey access

By default, Managers and Collaborators don't have access to any surveys.

Admins can grant access when:

  • Inviting new users

  • Editing existing users

  • Viewing a survey dashboard

  • Editing a survey

Restricting feedback for Collaborators

Admins can enable an option for Collaborators to only see feedback they're associated with. To do this:

  1. Navigate to Settings > Roles.

  2. Edit the Collaborator role.

  3. Enable the Only feedback associated with the user option.

This is the only setting that can be modified for default roles.

Team member mapping

Team member mapping allows you to restrict Collaborators to only see their own feedback.

To view and manage team member mappings:

  1. Go to Settings > Users.

  2. Each user is automatically mapped to their email address.

  3. Admins can add additional mappings for Collaborators from the edit user menu.

Team member mapping is useful when a user's email in Simplesat differs from their helpdesk system. Admins can add extra mappings for Collaborators, ensuring they can access their feedback despite email discrepancies across platforms.

Permissions table

The table below outlines the permissions for each default role:

Permission

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

✅

✅

✅

❌

Manage integrations

✅

✅

❌

❌

Get testimonial widget code

✅

✅

✅

✅

Edit account settings

✅

✅

❌

❌

View API key

✅

✅

❌

❌

Edit and delete users

✅

✅

❌

❌

Invite new users

✅

✅

✅

❌

Edit topics on responses

✅

✅

✅

❌

Edit topic settings

✅

✅

❌

❌

Access billing page

✅

❌

❌

❌

Related Articles
Managing users
Managing survey and feedback access
Team member mapping
What's the difference between "Users" and "Team members"?
Custom roles
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