People, Team Management, Permissions, User Access, and Roles 🧑🤝🧑
If you're an Account Owner or Admin in Ethnio, head to Account › People to either share everything with everyone or assign granular permissions for studies, incentives, or Pool. Folders are handy because you can drag and drop studies into a folder and they're shared automatically, with no permission changes needed.
If you select a role type on the People page, you can also bulk edit permissions for all Team Members, Collaborators, etc.:
Share all vs. granular permissions
If you'd like to control access for each team member, flip the toggle on the top right of account All Studies Shared › team to off. This lets you assign granular permissions to any team member by study or study folder. For enterprise plans, click the gear icon on the top right of People and then turn of share all studies.
Onboarding options (Enterprise only)
These default settings control how you invite new people to your Ethnio account:
- Customize the welcome message that displays during new team member account activation
- Require Ethnio 1:1 training (Enterprise only)
Adding and removing team members
Only your Account Owner or an Admin can add or remove people.
➕ To add someone, head to Account › People and enter their email in the Invite new team members field. You can paste several emails at once. If they never got the invite email, see how to get them their activation URL.
❌ To remove someone, go to Account › People, click the three dots next to their name, and then click Delete Team Member.
Swapping one person for another? Remove the person who's leaving, then invite the new person.
Edit a team member's permissions
Individual permissions
To edit an individual's permissions, click the team member's name, or click the three dots on the right and then Edit Permissions.
Select a permissions type
Use the tabs to select the type of permissions you'd like to control.
Study Permissions
- Create new studies - Controls whether a Collaborator or Team Member can create new studies. Admins always can. If you allow someone to create new studies, you can control which kinds with the next item.
- Guardrails - Require team members to create screeners or studies from a template by turning on Guardrails.
- View vs Edit - View only doesn't let the team member make changes to a study. Edit gives them full permissions.
Incentives: Monthly Spending Limit
Here you can set a monthly spending limit. Note that invoice access is controlled from Incentives › Overview › Invoices.
Pool: Limited Access
This is a great way to restrict which participants in Pool a person can view, edit, or email. Here are three important things to know when you turn on Limited Pool Access:
- This person will not be able to create or manage segment folders. They will only view or edit the folders you choose.
- View only - They can't edit, tag, or email participants in Pool. They can only look at participants in the segments or folders you define.
- Edit - They have full edit and contact permissions, such as tagging and emailing.
Roles
Ethnio has several roles, and some depend on your plan. You can limit permissions for Team Members and easily grant full access to Admins.