The Role Management tab is available within the Survey Studio Dashboard, which can be reached by navigating from the tabs on the left of the screen (Dashboard > Manage > Roles).

This feature is only available to Account Admins.

Roles on the Survey Studio dashboard encompass a set of features that control access to different tabs within the platform. These roles are defined for each account, providing flexibility to each brand and its employees.

Each role is then assigned to one or more users, which define the features those users are able to access. This allows brands to customize the platform to suit their needs.

In addition to a platform role, each user also has a Job Position in the system. The purpose of the Job Position is to reflect the user's job in the 'real world', whereas the platform role is to define access on the Survey Studio platform only.

When viewing the list of roles, all roles that sit under a particular account will be shown depending on the account selected on the account selector (at the bottom left of the screen above the Back button). This screen shows the name of each role and the number of people with that role. Users can click on a role to view more details.

By default the below roles and their respective access permissions will be automatically created for each brand:

General Access

Access to basic features in the limited access plus insights.

Recommended for: The majority of users, General Managers, Area Managers, Exec teams, etc

Managed Access

General Access + ability to make changes to the Survey Studio review flow using the Manage section of the dashboard - including menus & experience questions

Recommended for: Operations & Head office roles

Enhanced Access

Same as General Access but with special additional features such as access to guest marketing emails or Reputation features

Recommended for: Marketing teams

Limited Access

Access to Survey Studio's basic dashboard features: Live page (real-time reviews), Food & drink Insights, Experience Questions responses

Recommended for: Outside consultants, IT teams

Account Manager (Admin)

Full access to all features on the Survey Studio dashboard

Recommended for: Usually 1-2 people within your company, Survey Studio's Main stakeholder

Review data features - Access to the basic functionality of the Survey Studio dashboard is enabled for all users.

Allows a user to see the review feed, food & drink reviews and see the answers to Service & research Questions answered by guests and the reporting tab.

Insights features - Ability to view insights based on the review data. This includes the experience drivers, insights and Smart Actions (if enabled) section for a venue or brand.

Reputation dashboard - Ability to access the Reputation dashboard.

Within the Reputation dashboard there are separate permissions available, see here for more information

Guest email data - Ability to view and download the email addresses that guests have left as part of the Subscribe section of the review.

This should be limited to a few people within a brand as this is sensitive data and has GDPR implications

We recommend giving access to a few marketing users only.

Manage Features - Ability to view and edit the manage features section.

This includes the ability to:

Add or remove Questions from the Guest reviews

Make changes to menus, what menu items a guest can review, and how it is displayed on the insights.

Manage Shared Venue groups, which allows segmenting locations into regions or by Area Managers

User management - Ability to add and remove users from the Survey Studio dashboard

Each user will also have access to a certain number of locations, depending on their job title.

Venue level - access to information for a specific location

Area level - access to information for a group of locations

Brand level - access to information for all locations within a brand

Account level - access to information for all brands and locations within an account that has multiple brands