User role permissions

Tabata Vossen -

Qualifio includes the following roles:

  • Admin
  • Marketer
  • Editor
  • External user
  • Observer (view-only, advanced)

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
Access campaign tags

Documents

         
Questionnaires
Qualification questionnaires
Create forms *
Edit forms *
Mark forms as Master *
Manage Master Forms *
Pop-up trigger templates
Email validation templates
Create contest rules
Manage contest rules
Bulk upload photos
Unique codes
Multimedia library
Manage fonts
Campaign templates
Minisite templates
Save look & feel as template

Opt-ins

         
Create opt-ins
Manage opt-ins
View opt-in statistics

CRM

         
Access the dashboard *
Access CRM profiles *
Export participant data from the CRM *
Export participation data from the CRM

Global Stats

         
Access the dashboard *
Export data *

Settings

         
Websites
Facebook Apps
Create and manage redirections
Integrations & partners
Push rules
Enable/disable advanced features
Thematics
Campaign Feeds
Variables

GDPR Toolbox

         
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

Manage users

         
Add new users
Manage users
Export list of users
Delete users
Access user logs
Edit user rights
Manage observers

Account

         
Change own password
Change user role *** *** ***
Manage websites access

*If enabled in the User rights

**Only if DPO

***Only to change for a lower-level role

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