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Roles & Permissions

Users in the platform can be assigned different roles that determine which tasks they can perform and what information they have access to.

There are five main user roles. Below you’ll find an overview of the permissions included in each.

Permissions are predefined for each role and cannot be adjusted. If a user requires broader access, a different role must be assigned.

📌 Manage Roles

HR + Survey + Library

  1. Manage organisational structure and users (including role administration)

  2. View all results (including open text responses and any sensitive questions)

  3. Create and run surveys

  4. Manage the organisation’s question library, question modules, and communication material

HR + Survey

  1. Manage organisational structure and users (including role administration)

  2. View all results (including open text responses and any sensitive questions)

  3. Create and run surveys

HR

  1. Manage organisational structure and users (including role administration)

  2. View all results (including open text responses and any sensitive questions)

Tree Builder

  1. Manage organisational structure and users

Manager

  1. View all results for their assigned groups

    • The Manager role is automatically assigned when someone is set as a manager for a group (summaries and/or teams), but it can also be assigned manually.

    • A manager’s access to results reflects the organisational structure.

      📌 Which results do managers have access to?

Psst! A user can hold multiple roles.

For example, a user may be a Manager for a specific team and also have HR + Survey access for administrative purposes.