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Permissions
Ryan Wold edited this page Dec 12, 2020
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Users in Touchpoints have varying levels of permissions:
- Globally, a user is either an
Adminor not - Every user belongs to an Organization, and user may be made an
Organization Manager - As a User relates to a Service, a User is either a
Form ManagerorResponse Viewer
Roles based on a User's admin flag
-
Admin- access to all aspects of Touchpoints System
Roles based on a User's organization_admin flag
Organization Admin
Roles based on Service Permissions
-
Form Manager- access to all aspects of a Form and its Responses -
Response Viewer- read-only access to a Form and its Responses
- Admin has
adminflag set - Form Manager and Response Viewer can login, but do not have
adminflag set - Form Manager can login and has
FormManagerrole in aUserRolerecord - Response Viewer can login and has
ResponseViewerrole in aUserRolerecord - Public users do not login
For more detailed information on how each Persona can use Touchpoints, see the Use Cases.
- Form Elements
- Form Templates
- Form Markup
- Delivery Options
- Creating a Form Template
- Deploying via GTM
- Analytics Events
- Organization Form Approval
- Tagging Responses
- Response Fields
- Data Collections
- CX Data Collection Format
- CX Performance Data
- Data Collection Rating
- A-11 PRA Guidance
- CSCRM Data Collection
- IDC Services Data Collection