About user roles

A user role is a saved set of global permissions, for example Survey creator or Analyst. Instead of ticking the same boxes for every new administrator, you set the permissions of the role once and assign the role. Roles can be exported and imported, so you can use the same roles on several survey sites.

Create a role

1. Click Configuration > Users > User roles in the top bar.

2. Click Add user role (1), type a Name and a Description, and click Create.

In the picture: 1 Add user role, 2 Import (XML), 3 the ... menu of a role.

3. Open the ... menu of the role (3) and click Edit permission.

4. Tick the permissions and click Save. The table is the same as for a single administrator. See Manage administrators.

Assign a role

1. Click Configuration > Users > User management.

2. Open the ... menu of the administrator and click User role.

3. Choose the role and save.

The menu of a role

• Edit role changes the name and description.
• View role details shows the description and the administrators who have the role.
• Edit permission sets the permissions of the role.
• Export role saves the role as an XML file. On another site, load it with Import (XML) (2).
• Delete user role removes the role.

Next steps

• Manage administrators
• Organize administrators in user groups
• Survey permissions

FAQ

What is the difference between a user role and a user group?

A role is a set of global permissions. A user group is a list of people you add to surveys, email or show sidebar icons to. See Organize administrators in user groups.

Does a role give access to surveys of other administrators?

Only if you tick it. The Surveys row of the role decides whether its administrators can create surveys and see, change or delete the surveys of others.