Everyone in a workspace has one role. Each role can do everything the role below it can, and more.
- Viewer: sees surveys, analytics and responses.
- Editor: also builds, publishes and shares surveys, and sets up coupons and brands.
- Admin: also invites people, deletes anyone's surveys, and manages webhooks and billing.
- Owner: also manages admins and can hand the workspace to someone else. Each workspace has one owner: whoever created it, until they transfer it.
Your role is on your profile and next to the workspace's name on Workspace and team. It can be different in each workspace you belong to.
What each role can do
| Viewer | Editor | Admin | Owner | |
|---|---|---|---|---|
| See surveys, results and responses | ✓ | ✓ | ✓ | ✓ |
| Download files customers uploaded | ✓ | ✓ | ✓ | ✓ |
| Connect an AI app | Read only | ✓ | ✓ | ✓ |
| Create, edit, publish, close and reopen surveys | ✓ | ✓ | ✓ | |
| Build surveys with AI | ✓ | ✓ | ✓ | |
| Delete surveys | Their own | Any | Any | |
| Export responses | ✓ | ✓ | ✓ | |
| Save segments and share results reports | ✓ | ✓ | ✓ | |
| Set up rewards and coupons | ✓ | ✓ | ✓ | |
| Create and edit brands and palettes | ✓ | ✓ | ✓ | |
| Delete brands | ✓ | ✓ | ||
| Webhooks and Shopify | ✓ | ✓ | ||
| Share contact details with AI apps, disconnect anyone's AI app | ✓ | ✓ | ||
| Change the plan, pay and manage billing | ✓ | ✓ | ||
| Invite, remove and change editors and viewers | ✓ | ✓ | ||
| Invite, remove and change admins | ✓ | |||
| Transfer ownership | ✓ | |||
| Leave the workspace | ✓ | ✓ | ✓ |
Exports and some other features also depend on the plan. See Plans and what's included.
Billing
Owners and admins can both upgrade, switch plans, buy coupon packs and manage billing on Plan and billing. Editors and viewers see that the workspace's plan covers them, and can't change it. See Upgrade, switch or move to Free.
Pick a role for someone
- Viewer for people who only read results: a manager, an investor, a client.
- Editor for people who build and run surveys day to day.
- Admin for people who look after the team, integrations and billing.
To change someone's role, see Change a role. To make someone the owner, see Transfer ownership.