As you add members to your organization, you can assign roles and permissions so they have relevant access to the account. Roles can be accessed by clicking on your avatar in the upper right of the app and visiting the Role Management page.
Note that roles and permissions are global and cannot be campaign specific.
We've created a few default roles, but you can rename and customize them as needed.
Clicking on a role will show the permissions that are provisioned for that role.
Permissions Overview
Manage Campaigns
Create a new campaign
Rename a campaign
Complete/End a campaign
Delete a campaign
"Send Surveys" manually in a campaign.
Edit campaign settings.
Manage Feedback
Tag feedback
Rename tags
Merge tags
Delete tags
Reply to feedback
Note feedback
Forward feedback
Close feedback
Re-open feedback
Create a feedback
Save common replies
Additional Permissions:
Update feedback
Delete feedback
Manage Contacts
Edit contact attributes on the contact profile
Edit a contact subscription status
Manage Templates
Create a new template
Edit survey type (customer/employee)
Edit the language
Edit template variables
Send test emails
Edit Thank You page
Rename a template
Delete a template
Manage Attributes
Rename attributes
Merge attributes
Delete attributes
Manage Contact Lists
Create a contact list
Rename a list
Delete a list
Import/add contacts
Remove contacts from a list
Manage Organization Settings
Invite new members
Edit existing members
Create new roles
Rename a role
Edit an existing role's permissions
Delete a Role
Edit account subscription
Edit survey throttle
Manage Segments
Create new segments
Rename segments
Delete segments