User Roles

There are 5 roles within this tool, and 4 of them are assignable/visible to an internal user.

1. Superusers: This person is the owner of the tool who creates instances of the application for other ministries. As a Superuser, you have the authority to:

   • Create and manage tenants (ministries) within the application
   • Login to all tenants
   • Assign any role to any user in any tenant
   • Act as an Administrator in any tenant

2. Administrators: The Administrator role grants the highest permissions within a tenant. As an Administrator, you have the authority to:

   • Create new Engagements
   • Manage metadata taxa for Engagements
   • Create new Surveys
   • Access all Engagements
   • Access all Surveys
   • Schedule/Publish Engagements
   • Assign Team Members/Reviewers to Engagements
   • Reassign user roles
   • Deactivate/Reactivate users
   • Review all Survey comments

3. Team Members: The Team Member role has their permissions set to certain engagements. As a Team Member, you have the authority to:

   • Fill out assigned Engagements
   • Add metadata to assigned Engagements
   • Fill out assigned Surveys
   • Clone Surveys/Templates and attach them to assigned Engagements
   • Assign other Team Members to your Engagement(s)
   • Review assigned Survey comments
   • View published Engagements
   • View published Surveys
   • View published Dashboards
   • View approved Comments

4. Viewers: The Viewer role has read-only permissions. As a Viewer, you have the authority to:

   • View published Engagements
   • View published Surveys
   • View published Dashboards
   • View approved Comments

5. Reviewers: The Reviewer role has read-only permissions on certain engagements. As a Reviewer, you have the authority to:

   • View assigned Engagements
   • View assigned Surveys