How do I set property permissions on a user account?

Managing owners, editors, viewers, and permissions for surveys, forms, and projects.

You can be an owner, editor, or viewer of a survey, form, or project. Each of these roles has different rights and capabilities. You can grant permissions to other users only if you are an owner of that property, or if you're the account administrator.

Permissions

Each user for an eValuater property is assigned one of the following permissions:

- Owner: Has full control over properties in eValuater. Owners can add and remove other users from a survey or form, configure settings, view all data, and use all tools. A property must have at least one verified owner, or no users will have access to the property. 

- Editor: Has edit rights to owned or public data and can take some actions.

- Viewer: Has view rights to all data and can take some actions.


Form Permission Details

Owner: Can edit and delete forms, manage users, submit entries, import entries, and view reports including both public and private entries.
Editor: Can edit form, submit entries, and view reports; CANNOT delete a form, CANNOT import entries and CANNOT view other users' private entries.
Viewer: Can view reports and export data including APPROVED and PUBLIC entries; CANNOT edit or delete form, or submit entries.

Forms
  Viewer Editor Owner
View Form Entries Only public entries Only public and their own private entries All entries
Report Entries Yes Yes Yes
Export Entries No Only public and their own private entries Yes
Submit Entries No Yes Yes
Duplicate Form No Yes Yes
Scoring Form Entries No Only public and their own private entries All entries
Can Approve Entries No Only public and their own private entries All entries
Edit Form No Yes Yes
Import Entries No No Yes
Archive Form No No Yes
Delete Form No No Yes
Managing Users No No Yes


Survey Permission Details

Owner: Can edit and delete surveys, manage users, send surveys, score surveys, and view reports.
Editor: Can edit and send surveys, score surveys, and view reports; CANNOT delete surveys.
Viewer: Can view reports; CANNOT edit, delete, or send surveys.

Surveys
  Viewer Editor Owner
View Survey Responses Yes Yes Yes
Reports Yes Yes Yes
Exports No Yes Yes
Send Survey Requests No Yes Yes
Scoring Surveys No Yes Yes
Duplicate Surveys No Yes Yes
Edit Survey No Yes Yes
Archive Survey No No Yes
Delete Survey No No Yes
Managing Users No No Yes


Project Permission Details

Owner: Can edit and delete projects, manage users and connections, send surveys, and view reports.
Editor: Can edit projects, manage connections, send surveys, view reports; CANNOT delete projects or manage users.
Viewer: Can view reports; CANNOT edit or delete projects, manage users or connections, or send surveys.

Projects
  Viewer Editor Owner
View Project Yes Yes Yes
Add Connections No Yes Yes
Edit Project No Yes Yes
Archive Project No No Yes
Delete Project No No Yes
Managing Users No No Yes