Project Portal - User Roles and Permissions

Add New User


The Organisation Administrator is able to set up new Users and define their role on a project by project basis. See separate guidance on Organisational Portal for more information.


User Roles & Permissions

Understanding user roles is essential for managing permissions and ensuring secure, streamlined workflows across your project portal. Below is a breakdown of each role and the access they provide.


Dashboard Viewer

Dashboard Viewers have read-only access to high-level project metrics and Interactive Dashboards (if applicable).
This role is ideal for stakeholders who need project level visibility of metrics and visualisations through a bespoke interactive dashboard.
✅ View Interactive Dashboard (if applicable)
❌ Cannot view or edit surveys, or run reports
❌ Cannot create, reissue, delete surveys


Viewer

Viewers can view and export survey data but not add/edit/delete survey data.
This role is ideal for team members who need to review data for completed surveys.
✅ View survey data
✅ Run & Download reports
❌ Cannot view, edit or add data
❌ Cannot create, reissue, delete surveys


Quality Assurance (QA)

QA users can review survey data for accuracy and consistency, making changes to improve data quality before final submission.
This role is ideal for dedicated QA team members.
✅ View and edit completed surveys, run reports, import changes
❌ Cannot create, reissue, delete surveys


Surveyor

Surveyors can carry out surveys using the mobile app and view and edit their own data.
This role is ideal for dedicated surveyors, who are not managing the wider project.
✅ Survey using mobile app
✅ View and edit their own surveys, run reports, import changes
❌ Cannot create, reissue, delete surveys


Lead Surveyor

Lead Surveyors have the most control, they can set up and manage surveys, carry out surveys, edit data and run reports.
This role is ideal for senior staff coordinating surveys and delivering data reports.

Access Rights:

✅ Survey using mobile app
✅ Create, reissue, delete surveys
✅ Add Sites & Taxonomies
✅ View and edit all surveys, run reports, import changes



Admin & Super Admin

Admin roles can add users, licenses, allocate users to projects and set up new projects. Please see separate guidance on the Organisational Portal for more information.


Role Comparison Table

Quick guide to user access rights


Feature

Dashboard Viewer

Viewer .

Surveyor

Quality Assurance

Lead Surveyor

View Dashboard

✅

✅

✅

✅

✅

Add/Edit Sites

❌

❌

❌

❌

✅

Add/ delete surveys

❌

❌

❌

❌

✅

Reissue surveys

❌

❌

❌

❌

✅

Duplicate surveys

❌

❌

❌

❌

✅

Edit completed survey data

❌

❌

✅ Only Theirs

✅ Only Completed

✅

View survey data

❌

✅

✅ Only Theirs

✅ Only Completed

✅

Add Taxonomy

❌

❌

❌

❌

✅

View/ Download Taxonomies

❌

❌

✅

✅

✅

Create/ Download reports

❌

✅

✅ Only Theirs

✅ Only Completed

✅

View users

❌

❌

❌

❌

✅

Import QA data

❌

❌

✅

✅

✅

Live Chat

✅

✅

✅

✅

✅

Interactive Dashboard

✅

✅

✅

✅

✅

Change users/ roles

❌

❌

❌

❌

❌

Survey in the mobile app

❌

❌

✅

❌

✅



Note: Interactive dashboards are only visible if they have been embedded, please speak to our team if you would like a bespoke dashboard built for your project.


Note: Editing users and roles within a project can be done by the Orgnaisation's Admin or Super Admin.

Updated on: 09/09/2026

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