Manage Roles

For administrators only

Compyle users can be assigned roles on the Manage Users page.

By default there are three roles (Administrator, Creator, and Viewer), but admin users can create additional roles.

Open Admin from the sidebar and choose Manage Roles.

In the Manage Roles list, you can see the three default roles and their descriptions.

To set up additional roles and their permissions, click Create Role.

In this example, the new role is called Participant Coordinator. Users with this role have administrative permissions related to participants, and under System Permissions, these users can access all features of groups and participants, but can only view surveys and analytics. Additional permissions are also set for managing survey notifications and survey participants.

Once created, the Edit Role button can be used to change role settings, or to delete the role. 

Assigning roles to users is done in Manage Users.