Role-Based Permissions

Control who can access what in your team. Assign roles with specific permissions to ensure team members have the right level of access for their responsibilities.

Quick Start

Manage permissions in three steps:

1. Understand roles - Know what each role can do
2. Assign appropriately - Give members the right role
3. Review regularly - Update access as needs change

How It Works

Permissions in Srvey are role-based:

• Each team member has one role
• Roles have predefined permissions
• Higher roles include lower role permissions

Role Hierarchy

Owner (full access)
   |
Admin (manage everything except billing)
   |
Member (manage own content)

Role Comparison

Permission Matrix

Role Details

Owner

The team creator with complete control:

Can do:

• Everything in the team
• Manage billing and subscription
• Remove any team member
• Change any member's role
• Transfer ownership to another member

Limitations:

• Only one owner per team
• Cannot be removed from the team
• Must transfer ownership before leaving

Best for: Team lead, account holder, organization head

Admin

Trusted team members with broad access:

Can do:

• Create, edit, and delete surveys
• View and export all responses
• Delete responses
• Invite new team members
• Impersonate other members (for troubleshooting)

Cannot do:

• Modify billing or team settings
• Remove team members
• Change member roles
• Transfer ownership

Best for: Project managers, research leads, senior team members

Member

Standard contributors with collaboration access:

Can do:

• Create, edit, and publish surveys
• View and export responses
• Duplicate surveys
• View team member list

Cannot do:

• Delete surveys or responses
• Invite or remove team members
• Access team settings or billing
• Impersonate other members

Best for: Researchers, analysts, survey creators

Managing Permissions

Changing a Member's Role

1. Go to Team Settings > Members
2. Find the team member
3. Click the role dropdown next to their name
4. Select the new role (Admin or Member)
5. Changes apply immediately

Notes:

• Only the Owner can change roles
• Cannot change the Owner's role (must transfer ownership instead)
• Cannot change your own role

Transferring Ownership

To transfer team ownership to another member:

1. The new owner must already be a team member
2. Contact support to initiate the transfer
3. Current owner becomes an Admin after transfer

Important:

• This action cannot be easily undone
• New owner gains full control including billing
• Consider carefully before transferring

Real-World Examples

Example: Academic Research Lab

Scenario: University lab with principal investigator and researchers.

Owner: Principal Investigator
- Controls lab account and billing
- Ultimate authority on all surveys

Admins: Senior Researchers
- Create and manage studies
- Invite new lab members
- Oversee all projects

Members: Graduate Students
- Create and run their own surveys
- View all team surveys
- Cannot delete surveys

Example: Small Business

Scenario: Marketing team collecting customer feedback.

Owner: Marketing Director
- Account management
- Billing control

Admins: Marketing Managers
- Manage team surveys
- Invite team members

Members: Marketing Analysts
- Create and run surveys
- Analyze responses

Example: Research Agency

Scenario: Agency with multiple project managers.

Owner: Agency Director
- Overall account control

Admins: Project Managers
- Each manages their projects
- Can invite contractors

Members: Research Staff
- Create surveys for projects
- View all agency surveys

Plan Availability

Permissions and roles are available on all plans.

Troubleshooting

Issue: Cannot change a member's role

Symptoms: Role dropdown is disabled or not visible.

Solutions:

• Verify you are the team Owner (only owners can change roles)
• Owner role cannot be changed (must transfer ownership)
• Check that the member has accepted their invitation

Issue: Cannot remove a team member

Symptoms: Remove option is not available.

Solutions:

• Verify you are the team Owner
• The Owner cannot be removed
• You cannot remove yourself

Issue: Cannot access team settings

Symptoms: Team settings page shows access denied.

Solutions:

• Only the Owner can access team settings
• Admins and Members do not have settings access
• Ask the Owner to make changes

Issue: Cannot delete a survey

Symptoms: Delete option is missing.

Solutions:

• Members cannot delete surveys
• Only Owners and Admins can delete
• Check your current role

Best Practices

• Least privilege - Give the minimum access needed for each person's role
• Regular audits - Review team members and roles quarterly
• Prompt offboarding - Remove access immediately when people leave
• Document decisions - Keep track of who has what role and why
• Limit Admins - Only give Admin role to people who need to manage the team
• Train new members - Ensure everyone understands their access level