If you don't want your entire team to have access to everything in AskNicely, it’s easy to give certain members of your team a particular role, with access to specific data and features.
In the user roles section of your account menu, you can see who’s who, and see what permissions each of these roles have. Assign team members to the role that best suits the level of access they need.
If you’re on one of our custom plans you can change whether these roles have access to workflow settings, user data, the ability to reply/edit/delete/publish responses, and export data from AskNicely, as well as being able to create additional custom roles*.
Standard roles and permissions:
How to assign teammates to roles
To assign a teammate to a role, on the User Roles page, select the Edit option for that teammate, and then select the role they should have from the User Roles list.
How to change the permissions and access level of a role
To make changes to the access and permissions of a role*, select the user role, then use the on/off toggles to select which permissions you'd like to give the teammates with this user role.
How to create a custom role*
To create a custom role, add the new role name into the text box at the bottom of the page, and select Add Role. You can then use the on/off toggles to select which permissions you'd like to give the teammates with this user role.
*Only available if your organization has upgraded to a custom plan, contact us for details.
View As... Feature
Now that the role has been created, if you might want to double check things and see how their view actually looks.
Click on the Cog Wheel and select "View As..."
You'll now be able to select a different user from your platform to see how the account will look to them:
You'll now notice a blue bar across the top of your screen, this alerts you to which user you're currently viewing the account as:
To exit this view you can click the top right "x" button or click the Cog Wheel and select "Stop Viewing As..."