Controlling user access in Responsive's Request Project requires a clear understanding of roles and permissions. This section outlines the permissions associated with each standard and custom role.
Super Admin
Request Projects: Access all Request Projects within the organization. View, create, manage, and publish projects.
Responder Management: Manage responders from both the Request and Responder tabs.
Scorecard and Scoring Management: Create and manage scorecards and scoring. View all responder submissions, evaluator scores, and the leaderboard.
Templates: Access and manage all templates created across the organization.
Organization Settings: Manage configuration settings, including custom fields, users, integrations, and security options. Create roles and manage business units when this feature is enabled.
Admin (All Permissions)
Request Projects: Access all Request Projects across the organization. Create, manage, and publish projects. Manage responders.
Responder Management: Manage responders from both the Request and Responder tabs.
Scorecard and Scoring Management: Create and manage scorecards and scoring. View all responses and scores. Maintain the leaderboard.
Templates: Access and manage all templates within the organization.
Organization Settings: Configure Request settings, including users, integrations, custom fields, and security options.
Manager
Request Projects: View, create, manage, and publish only the projects they initiate.
Responder Management: Manage responders from both the Request and Responder tabs.
Scorecard and Scoring Management: Manage scorecards and scoring assignments. View all responder responses and evaluator scores.
Templates: Access and manage templates they created or that are assigned to them.
Team Member
Request Projects: View assigned Requests. Manage assigned sections or sections they create.
Templates: View all templates. Manage only assigned templates.
Evaluator
Request Projects: View only requests assigned to them.
Scorecard and Scoring Management: View responder responses for assigned sections. Score the sections assigned to them.
Custom Roles
Super Admins create and configure custom roles to control access to Request Project features.
To create a custom role:
- Navigate to Organization Settings > Users > Manage Roles.
- Select Add Role.
- Enable Request Project.
- Configure the required permissions.