Organization Access Roles
Assign different roles to organization members to grant them specific rights like creating surveys, viewing responses, or managing organization members.
Access Roles is a feature of the Enterprise Edition. In the Community Edition and on the Free
and Startup plan in the Cloud you can invite unlimited organization members as Admins
.
Here are the different access permissions, ranked from highest to lowest access
- Owner
- Admin
- Developer
- Editor
- Viewer
For more information on user roles & permissions, see below:
Owner | Admin | Editor | Developer | Viewer | |
---|---|---|---|---|---|
Organization | |||||
Update organization | ✅ | ✅ | ❌ | ❌ | ❌ |
Delete organization | ✅ | ❌ | ❌ | ❌ | ❌ |
Add new Member | ✅ | ✅ | ❌ | ❌ | ❌ |
Delete Member | ✅ | ✅ | ❌ | ❌ | ❌ |
Update Member Access | ✅ | ✅ | ❌ | ❌ | ❌ |
Update Billing | ✅ | ✅ | ❌ | ❌ | ❌ |
Product | |||||
Create Product | ✅ | ✅ | ❌ | ❌ | ❌ |
Update Product Name | ✅ | ✅ | ✅ | ❌ | ❌ |
Update Product Recontact Options | ✅ | ✅ | ✅ | ✅ | ❌ |
Update Look & Feel | ✅ | ✅ | ✅ | ✅ | ❌ |
Update Survey Languages | ✅ | ✅ | ✅ | ✅ | ❌ |
Delete Product | ✅ | ✅ | ✅ | ✅ | ❌ |
Surveys | |||||
Create New Survey | ✅ | ✅ | ✅ | ✅ | ❌ |
Edit Survey | ✅ | ✅ | ✅ | ✅ | ❌ |
Delete Survey | ✅ | ✅ | ✅ | ✅ | ❌ |
View survey results | ✅ | ✅ | ✅ | ✅ | ✅ |
Response | |||||
Delete response | ✅ | ✅ | ✅ | ✅ | ❌ |
Add tags on response | ✅ | ✅ | ✅ | ✅ | ❌ |
Edit tags on response | ✅ | ✅ | ✅ | ✅ | ❌ |
Actions | |||||
Create Action | ✅ | ✅ | ✅ | ✅ | ❌ |
Update Action | ✅ | ✅ | ✅ | ✅ | ❌ |
Delete Action | ✅ | ✅ | ✅ | ✅ | ❌ |
API Keys | |||||
Create API key | ✅ | ✅ | ✅ | ✅ | ❌ |
Update API key | ✅ | ✅ | ✅ | ✅ | ❌ |
Delete API key | ✅ | ✅ | ✅ | ✅ | ❌ |
Tags | |||||
Create tags | ✅ | ✅ | ✅ | ✅ | ❌ |
Update tags | ✅ | ✅ | ✅ | ✅ | ❌ |
Delete tags | ✅ | ✅ | ✅ | ✅ | ❌ |
People | |||||
Delete Person | ✅ | ✅ | ✅ | ✅ | ❌ |
Integrations | |||||
Manage Integrations | ✅ | ✅ | ✅ | ✅ | ❌ |
Inviting organization members
There are two ways to invite organization members: One by one or in bulk.
Invite organization members one by one
- Go to the
Organization Settings
page via the menu in the lower right corner:
![Where to find the Menu Item for Organization Settings](/docs/_next/image?url=%2Fdocs%2F_next%2Fstatic%2Fmedia%2Forganization-settings-menu.746aa62d.webp&w=3840&q=100)
- Click on the
Add Member
button:
![Add Member Button Position](/docs/_next/image?url=%2Fdocs%2F_next%2Fstatic%2Fmedia%2Fadd-member.8f410044.webp&w=3840&q=100)
- In the modal, add the Name, Email and Role of the organization member you want to invite:
![Individual Invite Modal Tab](/docs/_next/image?url=%2Fdocs%2F_next%2Fstatic%2Fmedia%2Findividual-invite.7e1a3e85.webp&w=3840&q=100)
Access Roles is a feature of the Enterprise Edition. In the Community Edition and on the Free
and Startup plan in the Cloud you can invite unlimited organization members as Admins
.
Formbricks sends an email to the organization member with an invitation link. The organization member can accept the invitation or create a new account by clicking on the link.
Invite organization members in bulk
- Go to the
Organization Settings
page via the menu in the lower right corner:
![Where to find the Menu Item for Organization Settings](/docs/_next/image?url=%2Fdocs%2F_next%2Fstatic%2Fmedia%2Forganization-settings-menu.746aa62d.webp&w=3840&q=100)
- Click on the
Add Member
button:
![Add Member Button Position](/docs/_next/image?url=%2Fdocs%2F_next%2Fstatic%2Fmedia%2Fadd-member.8f410044.webp&w=3840&q=100)
- In the modal, switch to
Bulk Invite
. You can download an example .CSV file to fill in the Name, Email and Role of the organization members you want to invite:
![Individual Invite Modal Tab](/docs/_next/image?url=%2Fdocs%2F_next%2Fstatic%2Fmedia%2Fbulk-invite.be4c061c.webp&w=3840&q=100)
- Upload the filled .CSV file and invite the organization members in bulk ✅
Formbricks sends an email to each organization member in the CSV. The member can accept the invitation or create a new account by clicking on the link.