Configure permissions for Survey in Marketing Plus

Hello everyone,

Earlier, while creating roles, you were able to give access to manage all surveys or just the surveys created by the user in the Survey module.

We've now added various permissions to manage and publish surveys in Marketing Plus to help you better manage your surveys. Here's the list of all the permissions that are available which can be configured while created a role.

Brand permissions: You can allow/read only/deny access to the following brand permissions:

Other user surveys: Access surveys created by other users
Tag management: Access and manage tags
Theme management: Set up custom theme operations
Image management: Manage uploaded images

Survey permissions: You can allow/read only/deny access to the following survey permissions:

Builder access: Access to the builder, settings, integrations, and launch operations
Basic survey operations: Access to surveys, themes, custom variables, settings, scoring, translating surveys, and more
Launch operations: Access to distribution, campaigns, buy responses, offline surveys, launch visibility, restrictions, passwords, and closed survey
Response actions: Access to integrations, trigger functions, trigger emails, and webhooks
Export operations: Access to invite reviewers, copy, export, and print
Share operations: Access to share surveys and reports
Transfer survey: Allows transferring of surveys to another user

Report access: Enable the toggle switch to grant access to reports.

You can allow/read only/deny access to the following permissions:

Basic report operations: Access to the summary of reports, filters, and custom reports
Individual responses: Access to individual responses and filters
Export operations: Access to scheduling reports, exporting, and printing
Share reports: Access to sharing summaries and individual reports
Delete response actions: Access to deleting individual or bulk responses using filters

The default roles in Marketing Plus such as Brand Admin, Brand Marketer, and Brand Member will have the updated permissions specified in the table below. Also, custom roles created with 'Manage all Surveys' permission earlier, will now have the permissions of a Brand Marketer. Likewise, roles created with 'Manage Surveys they Create' permission earlier, will now have the permissions of a Brand Member.

Features	Permissions
	Brand Admin	Brand Marketer	Brand Member
Brand Permissions
Other user surveys	Allow	Allow	Deny
Tag management	Allow	Allow	Read Only
Theme management	Allow	Allow	Read Only
Image management	Allow	Allow	Read Only

Survey Permissions
Builder Access	Enabled	Enabled	Enabled
Basic survey operations	Allow	Allow	Allow
Launch operations	Allow	Allow	Allow
Response actions	Allow	Allow	Allow
Export operations	Allow	Allow	Allow
Share operations	Allow	Allow	Allow
Transfer Survey	Allow	Allow	Allow

Report Access	Enabled	Enabled	Enabled
Basic report operations	Allow	Allow	Allow
Individual reports	Allow	Allow	Allow
Export operations	Allow	Allow	Allow
Share reports	Allow	Allow	Allow
Delete response actions	Allow	Allow	Allow

Click here to learn more about creating roles in Marketing Plus.

We hope you found this useful. Try it out and let us know your feedback in the comments!

France ZUGs

Topic Participants
Arun Kumar V

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