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

  • Give Leaders permission to create and edit Survey Question and Participation Groups templates
  • Access the Results 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)

• Give Leaders permission to create and edit Survey Question and Participation Groups templates
• Access the Results 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)

An Exchange 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 Results Dashboard for Exchanges within that Room.

A Leader CAN:

• Create and edit new Exchanges and surveys

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

• Access the Results Dashboard for all existing Exchanges and surveys in the Room

• Create Results Dashboard Managers and Results Dashboard Viewers for particular Exchanges and surveys

A Leader CAN'T:

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

• Add additional Leaders to the Room unless also an Admin

A Survey Leader creates and manages only surveys 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 Results Dashboard for surveys (but not Exchanges) within that Room.

A Leader CAN:

• Create and edit new surveys

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

• Access the Results Dashboard for all existing  surveys in the Room

• Create Results Dashboard Managers and Results Dashboard Viewers for particular surveys

A Leader CAN'T:

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

• Add additional Leaders to the Room unless also an Admin

• Access Exchanges that exist in the Room

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 Results Dashboard Manager in the Manage tab of the Results Dashboard.

A Results Dashboard Manager CAN:

• Access all tabs in the Results 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 Results 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 Results Dashboard for a particular Exchange so that they can review results, but not make changes. This turns the Results Dashboard into a kind-of advanced report that can be shared. Results Dashboard Viewers can be created by Leaders in the Manage tab of the Results Dashboard for existing Exchanges.

A Results Dashboard Viewer:

• Has 'view only' access to:b Results, Thoughts, Survey Analysis, Heatmaps and Differences.

A Results Dashboard Viewer CAN'T:

• Access all tabs in the Results 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 Results Dashboard for other Exchanges