Quackback

User roles and permissions in Quackback

Understand and manage user roles and permissions to ensure secure and efficient team collaboration in Quackback.

Effective management of user roles and permissions is crucial for maintaining security and facilitating efficient collaboration within your Quackback account. This guide will help you understand the available roles, their permissions, and how to manage them effectively.

Understanding User Roles

Quackback offers several predefined user roles, each with a specific set of permissions:

  1. Admin: Full access to all features and settings
  2. Manager: Can create and manage surveys, view all results, but cannot change account settings
  3. Creator: Can create and edit surveys, view results for their own surveys
  4. Viewer: Can view survey results but cannot create or edit surveys
  5. Respondent: Can only respond to surveys (typically used for internal surveys)

Role Assignment

Assign roles based on the principle of least privilege, giving users only the permissions they need to perform their tasks.

Default Permissions by Role

Here's an overview of the default permissions for each role:

PermissionAdminManagerCreatorViewerRespondent
Create Surveys
Edit Surveys
Delete Surveys
View All Survey Results
View Own Survey Results
Export Data
Manage Users
Manage Account Settings
Access API
Respond to Surveys

Managing User Roles

Adding a New User

  1. Navigate to "Settings" > "User Management" in your Quackback dashboard.
  2. Click "Add New User".
  3. Enter the user's email address.
  4. Select the appropriate role from the dropdown menu.
  5. Click "Send Invitation".

Changing a User's Role

  1. Go to "Settings" > "User Management".
  2. Find the user in the list and click "Edit".
  3. Select the new role from the dropdown menu.
  4. Click "Save Changes".

Role Changes

Changing a user's role will immediately affect their access to Quackback features. Ensure you communicate role changes to affected users.

Removing a User

  1. Navigate to "Settings" > "User Management".
  2. Find the user in the list and click "Remove".
  3. Confirm the action when prompted.

User Audits

Regularly review user roles and remove access for users who no longer require it, such as former employees or completed projects.

Custom Roles and Permissions

For more granular control, Quackback allows you to create custom roles with specific permission sets.

Creating a Custom Role

  1. Go to "Settings" > "User Management" > "Custom Roles".
  2. Click "Create New Role".
  3. Name the role and select the permissions you want to grant.
  4. Click "Save Role".

Assigning Custom Roles

  1. When adding or editing a user, select "Custom Role" from the role dropdown.
  2. Choose the specific custom role you want to assign.

Custom Role Naming

Use clear, descriptive names for custom roles to ensure easy understanding and management across your team.

Best Practices for Role Management

  1. Regular Audits: Conduct periodic reviews of user roles to ensure they align with current responsibilities.
  2. Role Documentation: Maintain documentation of what each role (especially custom roles) can and cannot do.
  3. Principle of Least Privilege: Always assign the role with the least permissions necessary for the user's tasks.
  4. Training: Provide training to users on their roles and responsibilities within Quackback.
  5. Monitor Activity: Regularly review user activity logs to ensure roles are being used appropriately.

Troubleshooting Role and Permission Issues

If users report issues with accessing certain features:

  1. Verify their current role in the User Management section.
  2. Check if the feature they're trying to access is included in their role's permissions.
  3. If using custom roles, review the specific permissions granted to that role.
  4. Consider temporarily elevating their role to diagnose if the issue is permission-related.

Support

If you can't resolve a permission issue, contact Quackback support for assistance, providing details about the user, their role, and the specific access problem.

By effectively managing user roles and permissions in Quackback, you can ensure that your team collaborates efficiently while maintaining the security and integrity of your survey data and account settings.