In Culture Intelligence, access levels are granted by a set of roles. Below is a list of these roles and the operations each role is allowed to do, from lowest privilege to highest privilege:
Roles Task | Survey Viewers | Survey Assistant | Survey creator | Administrator |
Survey participants
| 🟢View
| 🟢View
| 🟢View 🟢Add 🟢Delete | 🟢View 🟢Add 🟢Delete |
Admin Members
|
|
|
| 🟢Edit 🟢Add 🟢Delete |
Attributes
|
|
| 🟢View | 🟢View 🟢Add 🟢Delete |
Surveys
|
|
| 🟢Create 🟢Edit 🟢Delete | 🟢Create 🟢Edit 🟢Delete |
Invitation text
|
| 🟢Edit | 🟢Edit | 🟢Edit |
Survey Invitation
|
|
| 🟢Send
| 🟢Send |
Survey Report
|
|
| 🟢Send | 🟢Send |
Individual data
|
|
|
| 🟢View |
Group data (more than 4 members)
| 🟢View |
| 🟢View | 🟢View |
Brand Values
| 🟢View |
| 🟢Create 🟢Edit 🟢Delete | 🟢Create 🟢Edit 🟢Delete |
Culture code
| 🟢View |
| 🟢Create 🟢Edit 🟢Delete | 🟢Create 🟢Edit 🟢Delete |
1. Survey Viewer
Survey Viewers can:
View their organizations
View attributes, culture codes and brand values
View Culture Analytics
Only aggregates of more than four members can be viewed
Only surveys where the member is Survey Owner can be viewed
Viewers have the lowest privilege and can be safely assigned to any member in your organization.
2. Survey Assistant
Survey Assistants can:
Manage participants in surveys
Manage email text and survey templates
Assistants are assigned to members that will only assist in managing survey participation. More commonly, Survey Creators are assigned to manage all aspects of surveys.
3. Survey Creator
Survey Creators can do everything the Viewer and Assistant can. In addition, they can:
Manage participants
View attributes
Manage culture codes and brand values
Manage surveys
Only surveys where the member is Survey Owner can be managed
Manage Culture Analytics Participant/Reporting
Viewing individual reports is not allowed
Sending individual reports to members is allowed
View Culture Analytics
Only aggregates of five or more members can be viewed
Only surveys where the member is Survey Owner can be viewed
Creators are commonly assigned to a selected group of members that are responsible for managing culture data in Culture Intelligence.
4. Administrator
Administrators can do everything the Creator can. In addition, they can:
Manage members and their roles
Manage attributes
View Culture Analytics
Viewing individual data is allowed
Only surveys where the member is Survey Owner can be viewed
Manage Culture Analytics Participant/Reporting
Viewing individual reports is allowed
Administrators have the highest privilege and should therefore only be assigned to a few key members responsible for the organization.