Relationship Between Users, Accounts, and Survey Roles

Accounts are the context within which users operate and to which surveys are assigned. The same user may be a designer for one account, a respondent for another account, both for the same account, or have no account-level access permissions whatsoever. Survey permissions (designer or responsor) are evaluated as:

User → Account → Role [survey permissions]

This structure allows strict separation between accounts (organizations) while supporting shared users (e.g., consultants, auditors).

Administering Survey Roles

Administrator Permissions

Users with administrator permissions for an account have full control over surveys and access management within that account.

Administrators can:

View all surveys in the account
Create, edit, and delete surveys
Assign or revoke survey access for other users
Designate users as survey designers
Manage survey lifecycle actions (deploy, archive, rollback)

Administrators act as the gatekeepers for who can see and modify surveys.

Designer Permissions

Users with designer permissions can work on surveys but do not control access.

Designers can typically:

View surveys they are assigned to
Edit survey questions, layout, and configuration
Import and export survey definitions
Preview surveys

Designers cannot:

Grant access to other users
Change account-level permissions
Delete surveys (unless explicitly allowed)

Respondant Permissions

Users with responder permissions can read and respond to individual surveys through secure, link-based authentication, but otherwise have no permissions to control or access other users, surveys, or accounts.

To administrate user permissions for accounts, please log in.

Assigning Designers to a Survey

Administrators may assign one or more users as designers for a specific survey—granting that user rights to edit and modify content.

To assign a user to a survey as a designer:

To remove a user from a survey as a designer:

Assigning Respondents to a Survey

Survey Filler Access Tags ()

For a user to fill out a survey, they must 1. be added as a filler for that project (and 2. also as a member of an account, which is next).