User Management

Organization Access Roles

Learn about the different organization-level and team-level roles and how they affect permissions in SurveyTale.

Memberships

Permissions in SurveyTale are broadly handled using organization-level roles, which apply to all teams and projects in the organization. Users on a self-hosting and Enterprise plan, have access to team-level roles, which enable more granular permissions.

Access Roles is a feature of the Enterprise Edition. In the Community Edition and on the Free and Startup plan in the Cloud you can invite unlimited organization members as Owner.

Here are the different access permissions, ranked from highest to lowest access

Owner

Manager

Billing

Member

Organizational level

All users and their organization-level roles are listed in Organization Settings > General. Users can hold any of the following org-level roles:

• Billing users can manage payment and compliance details in the organization.
  
  
• Org Members can view most data in the organization and act in the products they are members of. They cannot join products on their own and need to be assigned.
  
  
• Org Managers have full management access to all teams and products. They can also manage the organization's membership. Org Managers can perform Team Admin actions without needing to join the team. They cannot change other organization settings.
  
  
• Org Owners have full access to the organization, its data, and settings. Org Owners can perform Team Admin actions without needing to join the team.
  
  

Permissions at product level

• read: read access to all resources (except settings) in the product.
• read & write: read & write access to all resources (except settings) in the product.
• manage: read & write access to all resources including settings in the product.
  
  

Team-level Roles

• Team Contributors can view and act on surveys and responses.
• Team Admins have additional permissions to manage their team's membership and products. These permissions are granted at the team-level, and don't apply to teams where they're not a Team Admin.

For more information on user roles & permissions, see below:

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Inviting organization members

There are two ways to invite organization members: One by one or in bulk.

Invite organization members one by one

1. Go to the Organization Settings page via the menu in the lower right corner:

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2. Click on the Add member button:

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3. In the modal, add the Name, Email and Role of the organization member you want to invite:

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Access Roles is a feature of the Enterprise Edition. In the Community Edition and on the Free and Startup plan in the Cloud you can invite unlimited organization members as Owners.

SurveyTale sends an email to the organization member with an invitation link. The organization member can accept the invitation or create a new account by clicking on the link.

Invite organization members in bulk

1. Go to the Organization Settings page via the menu in the lower right corner:

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2. Click on the Add member button:

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3. In the modal, switch to Bulk Invite. You can download an example .CSV file to fill in the Name, Email and Role of the organization members you want to invite:

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4. Upload the filled .CSV file and invite the organization members in bulk ✅

SurveyTale sends an email to each organization member in the CSV. The member can accept the invitation or create a new account by clicking on the link.