Checkbox User Roles dictate a user’s level of access to Checkbox entities, including:
- User Groups
- Account Settings
This guide provides an overview of the different User Role options that can be assigned to Checkbox users.
How to Assign User Roles
User Roles are assigned when a new user is created within the User Manager.
Select +User to create a new Checkbox registered user.
When you reach the Roles step you may select one or more User Role(s) to assign to your new user. Use the definitions below to help you choose the correct roles:
System Administrator: Has the most access to an account. Can change the settings of the application and view/edit/respond to all entities within Checkbox.
User Administrator: Can create and modify new users. User Administrators can only modify users they have created (unless they have been added to the Everyone Group by a System Administrator).
Survey Administrator: Can create, modify, and activate new surveys and libraries. Survey Administrators can only modify surveys and libraries they have created (unless they have been added a survey’s access control list the survey’s/library’s creator or by a System Administrator). Survey Administrators can also create and modify Styles.
Respondent: Can respond to surveys only.
Report Viewer: Has the ability to view existing reports when granting access by the report creator or a System Administrator. (Note: Report permissions must also be configured to allow for viewing).
Report Administrator: Can create and modify new reports. Report Administrators can only modify reports they have created (unless they have been granted access by the report creator or a System Administrator). (Note: Report permissions must also be configured to allow for viewing/editing).
Survey Editor: Can modify existing surveys. Survey Editors can only modify surveys they have been granted access to by the survey’s creator or a System Administrator.
Group Administrator: Can assign users to groups (Note: Group permissions must also be configured to allow for modification)
How to Change an Existing User Role
To change the role of an existing user, select the user you wish to modify from the list of users on the left to expand that user’s dashboard.
Locate User Roles and select Edit.
Select one or more user role(s) and save your changes.
You should now see the user’s updated role(s) under User Roles.