Understanding User Roles and Permissions in Metolius

In Metolius, user roles help manage access and responsibilities within your organization. This ensures each user has the right level of access to build, distribute, or analyze and report on surveys without compromising data security or workflow.

Below is an overview of the available user roles and their key capabilities:

Company Admin

The Company Admin role has the highest level of access within their assigned company.

Capabilities include:

• Full access to all areas of the application within the company

• Build, edit, and manage assessments

• Assign and deploy assessments to participants

• View and analyze assessment results

• Add, edit, and remove users within the company (except Enterprise Admins)

Company Analyst

The Company Analyst role is focused on reporting and data insights.

Capabilities include:

• View and analyze assessment results for their assigned company

• No ability to create, edit, assign, or deploy assessments

Client User Access

The Client User Access role provides limited data access, often used for clients who need visibility into their assessment results.

Capabilities include:

• View and analyze assessment results for their assigned company

• No ability to create, edit, assign, or deploy assessments

Company Support User

The Company Support User role is focused on participant management and assessment delivery.

Capabilities include:

• Assign and deploy assessments to participants for their assigned company

• No ability to create or edit assessments

• No access to view or analyze assessment results

Summary Table

If you need help selecting the right role for a team member or have questions about permissions, please reach out to our support team at [Support Contact Information].

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