September 10, 2019|

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

1. First, have been assigned a 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 Contact 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 Contact 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 Contact Admin Respondent
SYSTEM SETTINGS:
Administer System Settings A N N N N N N
SURVEYS:
Create Survey A A N N N N N
View Survey A S S N N N S
Edit Survey A S S N N N N
Administer Survey Settings A S N N N N N
Take Survey A S S S S S S
Share Survey A S N N N N N
STYLES:
Create Styles A A A N N N N
Edit/Administer Styles A S S N N N N
Apply Styles to Surveys A S N N N N N
RESPONSES:
View Responses A S N S N N N
Edit Responses A S N S N N N
Delete Responses A S N S N N N
Export Responses A S N S N N N
REPORTS:
Create Report A S N S N N N
View Report A S N S S N N
Edit Report A S N S N N N
Administer Report A S N S N N N
CONTACTS & GROUPS:
Create Contacts A N N N N A N
View Contacts A S N N N S N
Edit/Administer Contacts A N N N N S N
Add Contacts to Groups A N N N N S N
Create Groups A N N N N A N
View Groups A S N N N S N
Edit/Administer Groups A N N N N S N
EMAIL LISTS:
Create Email Lists A A N N N N N
Edit/Administer Email Lists A S N N N N N