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

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

See also:

📖 Add, edit and remove users

📖 Transferring account ownership

📖 How do I change the billing email address?

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