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Roles & permissions

Roles control what a member can do: view only (viewer), edit (editor), or full access including settings and billing (admin). Set roles when inviting or later in Settings.

What you will see

Each member has a role (Admin, Editor, Viewer). Admins can change roles.

Admin: full access including Settings, billing, invites. Editor: forms, flows, tables, email—usually no Billing. Viewer: read-only.

How to set it up

1. Go to Settings → team members or users.

2. Find the member and change role (dropdown or Edit role). Save.

3. Changes apply immediately; the member sees only allowed options.

Tips

Start new colleagues as editor or viewer; promote to admin only when needed.

When someone leaves, remove them or set viewer to prevent edits.

Common issues

Cannot change role: only admins can change roles. Ask an admin for help.

FAQ

Editors typically manage forms, flows, datatables, and email templates and view results. Usually no Settings, Billing, or inviting users.

Next step

Get started with a free account or view Pro.

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