Role Manager

You can use the Role Manager to manage your users’ default permissions by creating and assigning user roles. This document outlines the various tools and features available within the Role Manager.

1:  Viewing User Roles

The Role Manager displays key details for all user roles created within your panel. The following details are included for each role:

• Name: The name of the displayed role.
• # of users: The number of users who are assigned this role.
• Created on: When the role was created.
• Last modified: The last time the role was modified.

2:  Adding a New Role

If needed, you can click the “Add new role” button to create a custom user role. When creating a new role, you must enter a unique name for the role and customize its permission settings using a series of checkboxes.

Note: A “Delete role” button will also appear for custom user roles.

The following privileges are configurable for custom user roles:

Panel Permissions

• View panel - Allows the user to view panel information.
• Edit panel - Allows the user to edit panel information.
• Delete panel - Allows the user to delete panels and panel information.
• View panelist (PII access) - Allows the user to view personally identifiable information (PII) for panelists. Without this permission enabled, access to many reports and tools is restricted.
• Privileged Data - In addition to ordinary panelist data access, this privilege allows users to view panelist data that has been marked as sensitive. You must be an Admin to set or unset this privilege.
• Edit panelist - Allows the user to view panelist information.
• Delete panelist - Allows the user to delete panelists and panelist information.
• Redeem rewards - Allows the user access to approve, deny and view past requests for redemption. If enabled, the user can be selected as a community reward administrator. If enabled and 'View panelist (PII access)' is disabled, the user cannot approve or deny any redemption.

Project Permissions

• View project - Allows the user to view project information.
• Edit project - Allows the user to edit project information.
• Delete project - Allows the user to delete projects and project information.
• View Queries - Allows the user to view query information.
• Edit Queries - Allows the user to create sample queries.
• View Samples - Allows the user to view samples.
• Edit Samples - Allows the user to edit samples.
• Delete Samples - Allows the user to delete samples.
• View Distribution - Allows the user to view distributions.
• Edit Distribution - Allows the user to edit distributions.
• Delete Distribution - Allows the user to delete distributions.

Invitation Permissions

• View invitations - Allows the user to view invitation information.
• Edit invitations - Allows the user to edit invitations.
• Delete invitations - Allows the user to delete invitations.
• Schedule invitations - Allows the user to schedule invitations.

Misc Permissions

• View users - Allows the user to view other users.
• Edit users - Allows the user to edit other users.
• Edit clients - Allows the user to create and edit clients.
• Edit regions - Allows the user to create and edit regions.
• Edit filters - Allows the user to create and edit data filters.

3: Managing User Roles

3.1: Default User Roles

The following user roles are available by default and will always appear in the “Existing roles” list:

• Admin
• General Observer
• Panel Manager
• Panel Observer
• Panel Technician
• Portal Administrator
• Project Manager
• Project Observer

The permissions available to users assigned one of the default user roles cannot be modified, but you can review the configuration for these at any time. To view the tool and feature permissions for users assigned to a specific role, click the “Modify role” button for that role located in the “Actions” column.

3.2: Custom User Roles

Once you have created a custom user role, it will automatically be added to the “Existing roles” list. To modify the tool and feature permissions for users assigned to a custom role, click the “Modify role” button for that role under “Actions”.

You may also delete custom user roles that are not yet assigned to any users. To delete a custom user role, click the “Delete role” button for that role under “Actions”.

Note: The “Delete role” button will not appear for any roles that have one or more assigned users. To delete a role, you must first re-assign its users to different roles.

4: Assigning User Roles

To assign a user a specific role or to change their role, first click “Manage users” to access the Users and Privileges menu and select the user from the list. Then select the desired role form the “Role” drop-down in their account details.