Types of user roles

Understanding AskYourTeam user roles is essential for managing your organisation's account. With four roles to choose from, you can give users permission to access and interact with specific parts of the system.

The roles are:

Account Manager
Account Administrator
Survey Administrator
Report Viewer

Let's learn more about each role.

Account Manager

This is the role with the greatest access to your AskYourTeam account.

The Account Manager role allows the user to:

edit organisation details (like logo and brand colour)
add users and edit user settings (like setting up Report Viewers)
create and manage surveys
view results for all surveys.

You can also assign an Account Manager (or Account Administrator) to be a key contact when you create the user. Key contacts manage your organisation's account. They receive all communications relating to feature updates, maintenance and optimisation of your account. You can have more than one key contact for your organisation.

Account Administrator

The Account Administrator role is similar to the Account Manager, with two important differences. Account Administrators can't set up Report Viewers or view survey results.

Survey Administrator

This Survey Administrator role allows the user to access specific surveys and results.

Survey Administrators can:

create their own surveys and view results for those surveys
be assigned to manage surveys they didn't create and view results for those surveys.
be added as a Report Viewer to a survey they didn't create or manage.

Report Viewer

The Report Viewer role allows the user to view results for selected surveys only. They have no administration rights.

Most of the time, you will assign a Report Viewer in the permissions section of a specific survey. When this happens, they'll be automatically added to the Users section.

If the person is external to your organisation however, you will need to add them in the Users section first before you can assign them to a survey.