User roles

Learn more about the admin and stakeholder user roles.

You can assign one of the following roles to a new user:
  • Admin
  • Power User
  • Author
  • Analyst
  • Dashboard Viewer (User Auto-Provisioning only)
  • Agent (TXM only)
  • Video Discussion User (Video Discussions only)

A user's role determines what they can access and modify.

User role Description Has access to
Admin
  • Manage recruitment, metrics, member groups, and profile variables.
  • Create new activities.
  • Add and edit survey scripts.
  • Manage community settings.
  • Moderate a member hub.

All areas of Community and Surveys. Can also access the Touchpoint and Conversational Surveys apps.

Power User
  • Similar to an Admin, but cannot assign user roles or modify user permissions.
  • View or edit community settings from the Product Settings > Technical Config menu. For more information, see View or edit community settings.
  • Schedule and send invitations, share to member hubs, and generate live links for activities, if Can schedule distributions is enabled.
  • View and download sensitive data if Can access sensitive data is enabled.
  • Access member hubs if Can access sensitive data is enabled.
  • Assign or remove teams from activities if Can change access settings is enabled.
  • Access Video Discussion activities and join the interview as a moderator if Can view the Video Discussion projects and moderate interviews is enabled.
  • Create new Video Discussion projects if Can create new Video Discussion projects is enabled.
  • Access the Video Discussion Overview page on Set Up tab if Can schedule Video interviews and manage projects is enabled.
  • Full access to create and distribute recruitment surveys, if Can access recruitment surveys is enabled. This permission is enabled by default for new and existing Power Users. For more information, see Recruitment.

All areas of Surveys and most areas of Community, including:

  • Community
  • Activities
  • Product Settings > Application Settings

Can also access the Touchpoint and Conversational Surveys apps.

Cannot access Product Settings > API page or Product Settings > App Center.

Author
  • View community metrics.
  • Create new activities.
  • Share to member hubs, and generate live links for activities, if Can schedule distributions is enabled.
  • Can view and download sensitive data if Can access sensitive data is enabled.
  • Can assign or remove teams from activities if Can change access settings is enabled.
  • Can access Video Discussion activities and join the interview as a moderator if Can view the Video Discussion projects and moderate interviews is enabled.
  • Can create new Video Discussion projects if Can create new Video Discussion projects is enabled.
  • Can access the Video Discussion Overview page on Set Up tab if Can schedule Video interviews and manage projects is enabled.

Limited areas of Community and Surveys, including:

  • Metrics
  • Activities

Can also access the Touchpoint and Conversational Surveys apps.

For more information about where Authors have restricted access, see Author role limitations.

Analyst
  • View community metrics.
  • View dashboards and reports.
  • Can access the Report and Monitor pages for activities.
  • Can view and download sensitive data if Can access sensitive data is enabled.

Limited areas of Community, Surveys, and Alida Analytics, including:

  • Metrics
  • Activities

Limited areas of Conversational Surveys, including:

  • Conversations list
  • Distribute tab

Cannot access the Touchpoint app.

For more information about where Analysts have restricted access, see Analyst role limitations.

Dashboard Viewer

View Analytics dashboards they have been assigned permissions to view. For example, a store manager might only be able to access the dashboard specific to their store.

These users are restricted from accessing all other Alida functionality.

This role is only available to customers using SCIM to auto-provision users. For more information, see Automate user provisioning with SCIM.

Specific dashboards in Analytics.
Agent Agents can edit and create cases.

Edit and create cases on the TXM Case List page.

This role is only available for TXM customers.

Video Discussions User
  • View and moderate Video Discussion projects.
  • Create Video Discussion activities if Can create new Video Discussion projects is enabled.
  • Schedule interviews, manage interview materials, view interview insights, and create highlight reels if Can schedule Video interviews and manage projects is enabled.
  • Schedule and send distributions to participants for Video Discussion projects if Can schedule distributions is enabled.
  • Can view the interview participation list and select distribution participants if Can manage sensitive data is enabled.
  • Can override rules that exclude members from new distributions based on recent invitations or survey participation if Can override community engagement rules is enabled.

Video Discussions projects in Surveys, including some or all of the following areas:

  • Activities tab
  • Set Up tab including the Video Discussions Overview module
  • Distribute tab
  • Track Participation tab

Can only access the Surveys app.

For more information about where Video Discussion users have restricted access, see Video Discussions User role limitations.

This role is only available for Video Discussions customers.

Note: Regardless of user role, the password requirements for the administrative interface are as follows:
  • 8 or more characters
  • At least 1 number
  • At least 1 uppercase character
  • At least 1 lowercase character

If you require a more secure password policy, consider Single Sign On (SSO). For more information, see Single Sign-On (SSO) and user auto-provisioning.