Understanding User Types and Permissions
In this article, we'll clarify the different user types in our system and their respective permissions. Knowing these roles helps you effectively manage your projects and collaborate smoothly within your organization. Each organization has different agreements about the number of roles and type of permissions - reach out to your admin or the Outset team if you have any questions.
User types and permissions explained
Below is a clear overview of each user type, listed from highest to lowest permissions:
Admin: Admins have the highest level of access. They can perform all actions within the organization, including creating and managing workspaces, inviting users, assigning permissions, and promoting users to any level, including admin.
Admins have access to view the organization subscription (e.g., number of questions answered credits used across the organization, number of interviews completed), but other user types do not have access to this.
Manager: Managers have extensive permissions. They can create new workspaces, invite new users, and shift users between workspaces. Managers have access to every workspace and can promote or demote users and observers, but can only promote roles up to user level (i.e., they cannot make someone an admin).
User: Users have permissions within their assigned workspaces. They can create and manage projects, studies, view reports, insights, and download transcripts. However, they cannot manage user permissions or workspaces.
Observer: Observers have view-only access across all workspaces in the organization. They can see all projects, surveys, questions, reports, insights, and download transcripts but cannot edit or create any content.
Special user type: Non-research admin
There is an additional, special user type known as the non-research admin, which isn't displayed by default and requires contacting our support team to set up. This role has similar permissions to an admin but is limited to managing users only. They can't edit or manage workspace content or structure.
Knowing these roles can greatly improve your team's collaboration and productivity. If you have specific questions or need assistance setting up roles, please reach out.
Hope this helps! If you have any further questions, please reach out to our team at [email protected] or via Intercom.