User Permission Roles
User Permission Roles empower users to oversee specific features for designated locations. The four roles include Owner, Manager, Viewer, and None, each granting varying levels of access and control based on organizational needs and responsibilities.
Each main feature is called a Module and some features are grouped together, see below for breakdown.
Modules:
- Business Info
- Growth
- Reviews → Inbox / Analytics
- Direct Messaging → Inbox / Analytics
- Surveys → Survey / Inbox / Analytics
- Offers → Offers / Inbox
- Customer Data → Customer Data / Inbox
- Asset Library → Asset Library
Access Levels
Here are the different roles and descriptions of their access based on each module. Forms have different permissions which we will discuss further.
| Permission Level | Module Access | Team Collaboration (if applicable) | Additional features |
|---|---|---|---|
| Admin | User can share* / create / edit / view / analytics for the module x location | User can resolve / reply / comment / assign | Automation module / Manage Connections module / Chatbot |
| Owner | User can share* / create / edit / view / analytics for the module x location | User can resolve / reply / comment / assign | |
| Manager | User can create** / edit** / view / analytics for the module x location | User can resolve / reply / comment / assign | |
| Viewer | User can view / analytics the module x location | User can comment / assign | |
| None | User won’t be able to see the module | User won’t be able to see feedback |
* User can share permission to other users for this module x location
** Except for Surveys, where Owner level is required
Note:
- If user has permissions to just Reviews (≥ Member), the user can see Overview, Leaderboard, and Categories modules with combined Reviews + Surveys data. They can also only see the Surveys Analytics within Feedback Channels.
- If the user has permissions to just Surveys (≥ Member), the user cannot see Overview, Leaderboard, and Categories modules. They can also only see the Surveys Analytics within Feedback Channels.
Forms Permissions
Forms Permissions can be at a Brand and Location level.
Create and Edit Forms:
Only Account Admins can invite users to edit and create Forms.
Inquiry Type Permissions:
Account Admins can specifically assign users for certain form inquiries (For example: You can assign your Hiring Team to only see and reply to forms that selected Hiring as their Inquiry Type).
There are three permission access to Inquiry Types:
- Reply
- View Only
- None
SMS Permissions
SMS permissions are at a Brand level. Only Account Admins can provide SMS permissions.
There are three permission access levels:
- Reply: Reply, Comment, Assign, Resolve
- View Only: View Only, Comment, Assign, Resolve
- None
Note:
- If there is an SMS sub-conversation tied to a survey submission, then these permissions don’t apply to that. That falls under survey permissions.
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