What are these?
Each member of a team has to have either an Admin or Producer as their user role. It defines the access level they have in the project group. To put it simply, Admins are project managers that can access everything within the team and control who has access it. Producers are users who create content and analyze data, but don't need to have the ability to grant and remove access to members.
How are these assigned?
When a new member is invited to a team, the person inviting them has to choose either of the roles for them. The role can be changed later: go to Team settings > Members tab > pick the new role from the drop-down menu under the member's name > click Assign.
You can manage the permissions related to a role under the Roles tab (as shown in the image below). To add or delete permissions from a role, simply (un)check the boxes and click Save. Remember that if you made changes to a role that has already been assigned to team members, you need to re-assign the role to them following the steps described above.
What do the different rights in user roles mean?
User rights related to team management:
- View team = Required for members who need to be able to view questionnaire data and/or invite new members to the team.
- Deactivate team, Delete team = These give the right to deactivate (essentially archiving, means that the team cannot be used until it is restored) or delete the team.
- Edit profile = You need this right to be able to edit the profile of them team, e.g. its name and description.
- View license = You are able to see the subscriptions that your team has.
- View access = You are able to view the access permissions of your team members.
- Modify access = You are able to modify the access permissions.
- View members = You are able to view members in your team and what roles they have been assigned.
- Add members, Remove members = You can invite or remove new members from your team.
- View subgroups, Modify subgroups = You are able to see information related to the subgroups of this team and modify them.
- View logs = This means that you can view the auditing logs of the team. These record all actions taken within the team and can be used to track who has done what within your team. You can find these logs (Download event logs) under the Reports tab in team settings.
Please note! The user permissions above control access to the team. As such, we recommend to reserve these rights only for those users who are to be administrators of the team. To be able to invite new members to the team, a user must have at least the View team, View access, Modify access, View members and Add members user permissions.
User rights related to content production and management
Resources in this context mean both the questionnaires and the files uploaded to Materials (e.g. images, map files, documents...)
- View resources = View questionnaires and materials.
- Delete resources = Delete questionnaires and materials.
- Transfer resources = Transfer questionnaires and materials between teams and subgroups.
- Edit resources = Edit questionnaires and materials.
- Translate resources = Use the translation tool to translate questionnaires and materials used in them.
- Publish questionnaires = Publish questionnaires
- View responses = View the results data gathered with the questionnaire, i.e. the Excel results file and analysis tool.
- Edit responses = Edit the results data, e.g. hide test results from the final results data and the analysis tool.
- View reports = View reports related to the questionnaires (these can be found in team settings under the Reports tab).
User rights related to the Project Pages module:
- View pages = View pages created with the Project Pages.
- Edit pages = Edit these pages.
- Publish pages = Publish these pages.
- Delete pages = Delete these pages.
- View moderation = If you have included the commenting feature in your pages, this setting allows you to view the actions of the moderator.
- Moderate comments = If you have included the commenting feature in your pages, this setting allows you to moderate the comments left by the public.