Account Administrators control the high-level permissions on an account and track activity across all the Workspaces and Rooms set up for that account.

An Account Admin CAN:

• Access the Enterprise Insights Dashboard (which offers a summary of activity across the account).

• In any Room under that account:

  • Add and remove Leaders across all Rooms

  • Edit the Custom Compliance message

  • Edit the Room name & settings

  • Edit Domain Restriction

  • Add new Exchanges to the Planner and assign them to Leaders

  • Give Leaders permission to create and edit Survey Question and Participation Groups templates
  • Access the Discover Dashboard for existing Exchanges

An Account Admin CAN'T:

• Create new Exchanges (unless they are also added to the Leader list for a Room)
• Access the Edit screen for existing Exchanges (unless they are also added to the Leader list for a Room)

Room Admins control the permissions and settings for one specific Room (an account can have many Rooms).

A Room Admin CAN:

• Add and remove Leaders in the Room

• Edit the Custom Compliance message for the Room (if available)

• Edit the Room name & settings

• Edit Domain Restrictions in the Room (if available)

• Add new Exchanges to the Room's Planner and assign them to Leaders

• Give Leaders permission to create and edit Survey Question and Participation Groups templates
• Access the Discover Dashboard for existing Exchanges

A Room Admin CAN'T:

• Access the Enterprise Insights Dashboard for the account

• Create new Exchanges (unless they are also on the Leader list for the Room)

• Access the Edit screen for existing Exchanges (unless they are also added to the Leader list for a Room)

A Leader creates and manages Exchanges within a particular Room (the same leader can be added to multiple Rooms). They also have access to the full suite of analysis features in the Discover Dashboard for Exchanges within that Room.

A Leader CAN:

• Create and edit new Exchanges

• Access and edit existing Exchanges (even those created by other leaders)

• Access the Discover Dashboard for all existing Exchanges in the Room

• Create Discover Dashboard Managers and Discover Dashboard Viewers for particular Exchanges

• Access the Exchange Studio

• Access the Planner and have Exchanges in the Planner assigned to them by an Admin

A Leader CAN'T:

• Add to the Planner

• Access the Enterprise Dashboard (unless also an Account Admin)

• Add additional Leaders to the Room unless also an Admin

Occasionally, a Leader might need a hand managing or analyzing the results of an Exchange from someone who is not a Leader. In those cases, they can create a Discover Dashboard Manager in the Manage tab of the Discover Dashboard.

A Discover Dashboard Manager CAN:

• Access all tabs in the Discover Dashboard for that single Exchange

• Create and edit Theme sets

• Comment on thoughts and themes

• Create and export reports, summary reports, and slides

• Moderate the Exchange via the "Moderate" tab

• Receive notifications regarding thoughts to review

A Discover Dashboard Manager CAN'T:

• Edit the Exchange

• Create new Exchanges

• Access other Exchanges in the same Room or account

Occasionally a Leader will want to give other people access to the Discover Dashboard for a particular Exchange so that they can review results, but not make changes. This turns the Discover Dashboard into a kind-of advanced report that can be shared. Discover Dashboard Viewers can be created by Leaders in the Manage tab of the Discover Dashboard for existing Exchanges.

A Discover Dashboard Viewer:

• Has 'view only' access to: Overview, Connections, Wordcloud, Thoughts, Differences, Tiles, Bars, Heatmaps, Slides, Reports

A Discover Dashboard Viewer CAN'T:

• Access all tabs in the Discover Dashboard.

• Comment on thoughts and themes

• Create and export reports, summary reports, and slides

• Moderate the Exchange via the "Moderate" tab

• Edit the Exchange

• Create new Exchanges

• Access the Discover Dashboard for other Exchanges