In InputKit, each user is assigned a specific role that determines their level of access and the actions they can perform within the platform. Roles help ensure that every team member has the appropriate permissions based on their responsibilities.
Available Roles
Here’s an overview of the main roles available in InputKit:
Role | Description |
Administrator (Admin) | Has full access to all platform features, including user management, survey sequences, and billing settings. |
Manager | Can manage departments, customers, employees, reports, and some company configuration settings. |
Sendings Manager | Has read-only access to key data and can send surveys, but cannot modify other configurations. |
Reviews Manager | Manages Google reviews and customer responses with limited access to account settings. |
User | Standard access to view key information such as customers, reports, and survey responses. |
Examples of Permissions by Role
Account and Profile
All users can view and edit their own profiles, update passwords, and manage their personal preferences.
Billing
Only administrators and managers can view billing information. However, only administrators can modify payment methods or subscription plans.
Company Settings
Administrators and managers can edit company information such as branding, languages, and survey strategy. Other users can view this information without making changes.
Customers and Employees
Administrators and managers can add, edit, and remove customers or employees. Users and Sendings Managers can view this information but cannot modify it.
Sendings and Surveys
Administrators, managers, and Sendings Managers can create and send survey sequences. All users can view sendings, survey responses, and reports.
Customer Reviews
Administrators, managers, and Reviews Managers can respond to online reviews. All roles can view reviews and responses.
Reports
Administrators and managers can export reports (e.g., for employees, locations, or dashboards). All users can view the available analytics and performance data.
Best Practices
Assign the Admin role only to users responsible for global account management and sensitive settings.
Use the Manager role for department or location leaders.
Reserve the Reviews Manager role for team members handling online reputation.
The User role is ideal for staff members who need to consult data or track customer satisfaction without editing permissions.
If you have any questions, don’t hesitate to reach out to us via the chat.