Roles and Permissions in Zoho Survey - Online Help Guide

Roles and Permissions

There are four roles you can create and manage in Zoho Survey:
  1. Department Admin - Department admins can access all the surveys in the departments they're part of, and can perform operations such as department, user, and role management. This role cannot be customized.
  2. User - Users can access all the surveys in the departments they're part of and perform all survey operations. This role cannot be customized.
  3. Contractor - Contractors can access only the surveys they have created in the departments they're part of and perform all the survey operations related to them. This role cannot be customized.
  4. Report Viewer - Report viewers can access all the survey reports in the departments they're part of. This role cannot be customized.

To change the role of a user:

  1. Click Department Users in the Department Setup section.
  2. Click Role.
  3. Select the role you want to assign.

To remove a user:

  1. Click Department Users in the Department Setup section.
  2. Hover over the user you want to remove and click Remove.
  3. Click Confirm in the dialogue box that follows.

To manage roles and permissions:

  1. Click Roles and Permissions in the Department Setup section.
  2. Click View to take a look at the privileges and permissions of each user in your department.
  3. Click Clone to create duplicate roles. 

To create a new role:

  1. Click Roles and Permissions in the Department Setup section.
  2. Click Create a new role.
  3. Type the role in the Role Name field.
  4. Add a description for the role in the Description field.
  5. Select Allow/Deny/Read Only as appropriate for the following operations in the Department Permissions section:
    1. Other user surveys: Access surveys created by other users.
    2. Tag management: Access and manage tags.
    3. Theme management: Set up custom theme operations.
    4. Image management: Manage all uploaded images.
  6. Select Allow/Deny/Read Only as appropriate for the following operations in the Survey Permissions section:
    1. Builder access: Turn the Builder access toggle on if you would like to provide them access to the builder.
    2. Basic survey operations: Access to surveys, themes, custom variables, scoring, translate survey, and settings.
    3. Launch operations: Distribute surveys over emails, campaigns, purchase responses, offline surveys, publish surveys, set up visibility, restrictions, and password, and close survey.
    4. Response actions: Set up integrations, trigger functions, trigger emails, and webhook.
    5. Export operations: Collaborate by inviting reviewers, send a copy of your survey, export and print survey.
    6. Share operations: Share your survey and reports with a friend or colleague.
    7. Transfer survey: Allow transfer of your survey and its reports to another department or user.
  7. Turn the Report access toggle on if you would like to provide them access to the reports.
    1. Click Allow/Deny/Read Only as appropriate for the following operations:
      1. Basic reports operations: Create custom reports, filters, and view summary of responses.
      2. Individual responses: Access to individual responses.
      3. Export operations: Schedule, export, and print reports.
      4. Share reports: Share summary and individual responses.
      5. Delete response actions: Delete individual or bulk responses using filters.
  8. Click Save.


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