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User Roles Cheat Sheet

This documentation is for Legacy Checkbox Version 6. Please visit our Checkbox Version 7 Documentation page for current user guides.

 In order to be able to perform a certain function in Checkbox (e.g. edit a survey or view a report), a user must:

1. First, have been assigned a user role (i.e. Survey Admin, User Admin, etc.) that allows that function.
….AND
2. Second, either be the creator of the item (i.e. survey, report) they are trying to access OR have been given access* to that item by its creator.

Below is a quick-access guide to the functions that are allowed by each user role.  *For more information on Checkbox permissions, please see our Permissions Overview.

 

Key:
A
= Always has access to.

S = Sometimes has access to, meaning the user has the proper role to perform the function, but either has to be the item’s creator or must have been assigned explicit permission by the item’s creator in order to perform the function.

N = Never has access to.

System Admin Survey Admin Survey Editor Report Admin Report Viewer User Admin Group Admin Respondent
SYSTEM SETTINGS:
Administer System Settings A N N N N N N N
SURVEYS:
Create Survey A A N N N N N N
View Survey A S S N N N N S
Edit Survey A S S N N N N N
Administer Survey Settings A S N N N N N N
Take Survey A S S S S S S S
Share Survey A S N N N N N N
STYLES:
Create Styles A A A N N N N N
Edit/Administer Styles A S S N N N N N
Apply Styles to Surveys A S N N N N N N
RESPONSES:
View Responses A S N S N N N N
Edit Responses A S N S N N N N
Delete Responses A S N S N N N N
Export Responses A S N S N N N N
REPORTS:
Create Report A S N S N N N N
View Report A S N S S N N N
Edit Report A S N S N N N N
Administer Report A S N S N N N N
USERS & GROUPS:
Create Users A N N N N A N N
View Users A S N N N S S N
Edit/Administer Users A N N N N S S N
Add Users to Groups A N N N N S S N
Create Groups A N N N N A A N
View Groups A S N N N S S N
Edit/Administer Groups A N N N N S S N
EMAIL LISTS:
Create Email Lists A A N N N N N N
Edit/Administer Email Lists A S N N N N N N

 

April 5, 2021