User Roles & Permissions
How to set up your project team with the correct roles and permission levels
What are user roles?
There are five types of user roles on Commonplace, with different levels of permission. The type of user role a person has depends on what access level they should have to the data and the Commonplace website. These user roles are:
- Lead Admin - This role can build and edit their website, manage user access, control data and communications, and make changes to project settings and branding elements.
- Admin - This role can build and edit their website, manage user access, control data and communications, and make changes to project settings and branding elements, but they cannot delete lead admin users.
- Surveyor - This role is responsible for logging survey answers but does not have permission to edit, create, delete content, send communications, or manage other user roles.
- Tester - The role of a tester is to ensure the functionality and user experience of a website before launch, without the permission to access the dashboard, manage user roles, create/edit/delete content and pages, or change branding elements.
- Communications Manager - This role is responsible for creating and managing content for report generation purposes (e.g., closing the loop report), changing branding elements, and grouping and emailing respondents and contributions.
- Data analyst - This role only allows to access the dashboard and explore the data (as well as exporting it). Data analysts can’t access edit mode, create projects nor manage their settings.
Below is a breakdown of the different user roles and their permissions. Click on the table below to view in larger print.
This is another user role suited for individuals who you want to invite to take part in your consultation as members of a closed audience. See: Commonplace Select: Invite only engagements
When to add users
You should add a user when it is time for your project member to be involved in the project, whether that is at the beginning (building) or at the end (testing)
See this article on How to manage users
Top Tip: Only invite admins that you trust!
Contact Support
If you find you still have some questions or you’re unsure about something, please don’t hesitate to get in touch with our dedicated technical Customer Support Team