Roles and Permissions

Roles

Each team member has a role that decides what they can do.

Role	Typically can
Owner	Everything, including billing and deleting the workspace
Admin	Manage content, contacts, campaigns and team members
Member	Create and edit surveys, read results
Viewer	Read results only

The exact set available to you depends on your plan.

Choosing a role

Give the least access that lets someone do their job. Not because colleagues are untrustworthy, but because most damaging mistakes are made by people who had permissions they never needed.

• Someone who only reads results should be a Viewer.
• Someone running campaigns needs contact access; someone analysing results does not.
• Restrict billing to the people who own the budget.

Changing a role

Change it from the team list. The change takes effect immediately, including for someone currently signed in.

Audit

Role changes are recorded in Workspace → Activity, with who made the change and when.

Tip — Review the team list quarterly. Access accumulates; nobody ever remembers to remove it.