Which Features can my Users Access?

What are user roles?

 

Every user within the Customer Happiness Score platform has their own role. This role determines which features they can access inside their account.

 

When inviting a new user, you can choose from the following roles: Manager, Supervisor and Agent. There is also an additional role that any user can be promoted to: Admin. Admin users have access to every team and every piece of data in the organisation’s account. If you’re an Admin user yourself, you can promote any other user to an Admin role too.

 

 

Which features can be accessed by each role?

 

You can see which features can be accessed by each role below:

 

   Admin Manager Supervisor Agent 
View all teams
View own team(s)  
View teammates ✓ 
Create teams ✓ 
Edit team names ✓   
Invite new users to team ✓ 
Remove users from team     
View surveys ✓   
Create surveys  ✓     
Edit surveys  ✓     
Send surveys  ✓       
Resend live surveys ✓       
View survey insights ✓       
View contacts ✓       
Edit contact details ✓       
Subscribe contacts ✓     
Unsubscribe contacts ✓     
View feedback ✓   
View conversations    
Start conversations
Reply to conversations ✓     
Use standard replies ✓     
Export data ✓     
Add a new device ✓     
Remove a device ✓     
Temporarily disable a device ✓     

 

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