Roles and permissions
Every study, organisation and survey has its own members, and each member has one role there. A role only applies where it was given. Being an organisation admin does not give you a role on the organisation’s studies or surveys.
Study roles
| Owner | Admin | Data entry | Billing | |
|---|---|---|---|---|
| See the study, its data dictionary and forms | ✓ | ✓ | ✓ | ✓ |
| Edit study details and the public page | ✓ | ✓ | ||
| Manage the data dictionary, forms, flows and consent | ✓ | ✓ | ||
| Create and edit the study’s surveys | ✓ | ✓ | ||
| View records and responses | ✓ | ✓ | ✓ | |
| Add and edit records | ✓ | ✓ | ✓ | |
| Manage and approve participants | ✓ | ✓ | ||
| Export records | ✓ | ✓ | ||
| Export sensitive fields and the whole-study archive | ✓ | ✓ | ||
| Erase a participant’s personal data | ✓ | ✓ | ||
| Permanently delete a record | ✓ | |||
| Invite members and manage invites | ✓ | ✓ | ||
| Change roles and remove members | ✓ | Below admin only | ||
| Require two-factor authentication | ✓ | ✓ | ||
| View the activity log | ✓ | ✓ | ||
| View billing details | ✓ | ✓ | ✓ | |
| Change the plan and payment details | ✓ | ✓ | ||
| Transfer ownership or delete the study | ✓ |
- Owner has full control. A study has exactly one owner.
- Admin runs the study day to day, including its participant data. Admins manage data entry and billing members. Only the owner can change or remove an admin.
- Data entry works with records and responses. They cannot change how the study is set up or export data.
- Billing pays for the study. They cannot see any participant data.
Some older studies also have Curator members. Curators can view and edit records, export records, manage consent, participants and surveys. The role is no longer offered to new members.
Organisation roles
| Owner | Admin | Billing | Member | |
|---|---|---|---|---|
| See who is in the organisation | ✓ | ✓ | ✓ | ✓ |
| See members’ email addresses | ✓ | ✓ | ||
| See the organisation’s studies listed | ✓ | ✓ | ✓ | ✓ |
| Create studies | ✓ | ✓ | ||
| Request a new study | ✓ | ✓ | ✓ | ✓ |
| Create surveys | ✓ | ✓ | ✓ | |
| See every survey the organisation owns listed | ✓ | ✓ | ✓ | |
| Edit organisation details and the public profile | ✓ | ✓ | ||
| Invite members and manage invites | ✓ | ✓ | ||
| Remove members | ✓ | Members only | ||
| Change roles | ✓ | Members to admin only | ||
| Create teams | ✓ | ✓ | ||
| Edit or delete any team and choose its members | ✓ | |||
| Manage the subscription and billing details | ✓ | ✓ | ✓ | |
| See each study’s plan and usage | ✓ | ✓ | ✓ | |
| View the activity log | ✓ | ✓ | ✓ | ✓ |
| Transfer ownership of the organisation or its studies | ✓ | |||
| Delete the organisation | ✓ |
Seeing a study or survey listed is not the same as opening it. Opening one needs a role on that study or survey, or a share. Organisation roles never give access to study data.
Survey roles
| Owner | Collaborator | Reader | |
|---|---|---|---|
| See the survey and its responses | ✓ | ✓ | ✓ |
| Edit questions, logic and settings | ✓ | ✓ | |
| Distribute the survey | ✓ | ✓ | |
| Invite people and manage invites | ✓ | ✓ | |
| Remove members | ✓ | ✓ | |
| Change members’ roles | ✓ | ||
| View the activity log | ✓ | ✓ | |
| Transfer ownership or delete the survey | ✓ |
On a study’s surveys, the study role counts as well. Study owners and admins can edit and delete them whatever their survey role.
Team roles
Teams group members inside an organisation. A team’s owner and admins can edit the team and manage who is in it. Admins can add and remove members and promote them to admin. Members belong to the team and can request new studies. Team roles add nothing to a member’s organisation role.
Ownership
Every study, organisation and survey has exactly one owner. Ownership moves only by a transfer, which makes the old owner an admin (a collaborator on a survey). An owner cannot leave or be removed until they have transferred ownership.