Learn about account access and user permissions.
✅ Plan Availability: All Plans
👥 User roles: Owner and Admins
For more information, see our article on how to find your plan and user role.
On this page:
About account access
- Manage all users with access to your account through the Users & Teams section.
- Depending on the person's access needs, you can choose between different user roles.
User roles
Owner | Admin | Researcher | Collaborator | |
Join a Moderated session as a Note-Taker and access the share links | ||||
Change your profile details | ||||
Access support and education link | ||||
Access studies they own or are assigned to | ||||
Moderate a session (start session in monitor) | No | |||
Edit studies they have access to | No | |||
Launch studies they have access to | No | |||
Delete all studies they can access | No | |||
Export study data | No | |||
Delete all studies | No | No | ||
View all studies in the account | No | No | ||
Add users | No | No | ||
Modify users | No | No | ||
Reset the password of all users | No | No | ||
Delete owners | No | No | No |
Owner or Admin
- View, edit, launch, and delete any study within the account.
- Edit the share settings of any study within the account.
- Create, modify, or delete/disable any user.
- Reset the password of users accessing with username/password.
Researcher
- Access studies that:
- Belong to them
- Belong to a team they are a member of
- They have been given access to
- Edit and launch any studies to which they have access.
- Delete only their own studies.
- Edit the share settings only for their own studies. (If available for your account type)
- Access their profile information.
Collaborator
- Read-only access to:
- Study details
- Recruitment tab (Including the Scheduler in Moderated studies)
- Study Builder (including Previewing questions)
- Access Collaborator Links (Moderated studies).
- Results tab:
- Filter Results
- View and download data in Results (Ratios & Responses)
- View clips
- View videos
- View Highlight reels
- Download notes
- Download transcripts
- View Clicks & Paths (If available for your account type)
- Change the timezone in My Profile.
- Access the Support & Education link.
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