User role permissions

Qualifio includes the following roles:

Account Admin
Marketer
Editor
External user
Observer (view-only, advanced)
Organisation Owner
Data Protection Officer (DPO)

Learn more about these roles here.

Table of roles and permissions

For security and usability, each feature in the Qualifio platform is designed to be available to users based on the role assigned to them. Each role has permission to perform the tasks shown in the table below.

We advise you to check this table and make sure you are happy with users’ access before changing the role of a user.

	Admin	Marketer	Editor	External user	Observer
Campaigns
Create new campaigns	✅	✅	✅	✅	❌
Edit campaigns	✅	✅	✅	✅	❌
Create Promotional pop-ups	✅	✅	✅*	❌	❌
Publish campaigns (switch ON/OFF)	✅	✅*	✅*	✅*	❌
View campaign statistics dashboard	✅	✅	✅	❌	✅
Export campaign statistics dashboard	✅	✅*	✅*	❌	❌
View campaign detailed statistics	✅	✅	✅	❌	✅
Export campaign detailed statistics	✅	✅*	✅*	❌	❌
Duplicate campaigns	✅	✅	✅	✅	❌
Delete campaigns	✅	✅	✅	❌	❌
Purge campaigns	✅	✅	✅	❌	❌
Mark campaigns as models	✅	❌	❌	❌	❌
Edit model campaigns	✅	❌	❌	❌	❌
Add/remove campaign tags	✅	✅	✅	✅	❌
Content
Questionnaires	✅	✅	✅	✅	❌
Create forms	✅	✅*	✅*	❌	❌
Edit forms	✅	✅*	✅*	❌	❌
Mark forms as Master	✅	✅*	✅*	❌	❌
Manage Master Forms	✅	✅*	✅*	❌	❌
Create opt-ins	✅	✅*	❌	❌	❌
Manage opt-ins	✅	✅*	❌	❌	❌
Qualification questionnaires	✅	✅	✅	✅	❌
Unique codes	✅	✅	✅	✅	❌
Verification emails	✅	✅	❌	❌	❌
Create contest rules	✅	❌	❌	❌	❌
Manage contest rules	✅	✅	❌	❌	❌
Pop-up triggers	✅	✅	❌	❌	❌
Multimedia
Files	✅	✅	✅	✅	❌
Bulk upload photos	✅	✅	✅	✅	❌
Design
Campaign templates	✅	✅	❌	❌	❌
Minisite templates	✅	✅	❌	❌	❌
Save look & feel as template	✅	✅	❌	❌	❌
Manage fonts	✅	✅*	❌	✅*	❌
Insights
Access the Global Stats	✅	✅*	✅*	❌	❌
Export data from the Global Stats	✅	✅*	❌	❌	❌
Access the opt-in stats	✅	✅	❌	❌	❌
Export data from the opt-in stats	✅	✅	❌	❌	❌
Access the participants stats	✅	✅*	❌	❌	❌
Access the CRM	✅	✅*	❌	❌	❌
Export participant data	✅	✅*	❌	❌	❌
Export participation data	✅	✅*	❌	❌	❌
Privacy
Access the GDPR Toolbox	✅	✅*	❌	❌	❌
Personal data erasure	✅	✅	❌	❌	❌
Automatic user erasure	✅**	✅**	❌	❌	❌
Personal data export	✅	✅	❌	❌	❌
Privacy texts	✅**	✅**	❌	❌	❌
Export and erasure requests	✅	✅	❌	❌	❌
GDPR logs	✅**	✅**	❌	❌	❌
Overview of questions	✅	✅**	❌	❌	❌
Overview of form fields	✅	✅**	❌	❌	❌
Data Protection Officers	✅**	✅**	❌	❌	❌
GDPR documentation	✅	✅	❌	❌	❌
Tag Library	✅	✅*	✅*	❌	❌
Publishing
Websites	✅	❌	❌	❌	❌
Create and manage redirects	✅	❌	❌	❌	❌
Campaign Feeds	✅	❌	❌	❌	❌
Facebook Apps	✅	❌	❌	❌	❌
Integrations
Push rules	✅	✅*	❌	❌	❌
Variables	✅	❌	❌	❌	❌
Thematics	✅	✅	❌	❌	❌
Integrations (connectors)	✅	❌	❌	❌	❌
Monitoring	✅	❌	❌	❌	❌
Account access
Edit user rights	✅	❌	❌	❌	❌
Manage 2FA	✅	❌	❌	❌	❌
Access login history	✅	❌	❌	❌	❌
Manage observers	✅	❌	❌	❌	❌
Advanced features
Enable/disable advanced features	✅	❌	❌	❌	❌
Organisation
Edit organisation name	✅***	✅***	✅***	✅***	❌
Access accounts list	✅***	✅***	✅***	✅***	❌
Edit organisation structure	✅***	✅***	✅***	✅***	❌
Add new users	✅	✅***	✅***	✅***	❌
Manage users	✅	✅***	✅***	✅***	❌
Export list of users	✅	✅***	✅***	✅***	❌
Delete users	✅	✅***	✅***	✅***	❌
Profile
Change own password	✅	✅	✅	✅	✅
Change own user role	✅	Only for a lower-level role	Only for a lower-level role	Only for a lower-level role	❌
Manage own websites access	✅	❌	❌	❌	❌

*If enabled in the User rights

**Only if Data Protection Officer (DPO)

***Only if Organisation Owner

Table of roles and permissions

Campaigns

Content

Multimedia

Design

Insights

Privacy

Publishing

Integrations

Account access

Advanced features

Organisation

Profile

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