Users and Permissions

EnjoyHQ users (or as we call them: team members) can be assigned three permission levels, or roles.

You can invite users to your account by going to Your team in the user menu, and clicking + Invite new user.

Here you will specify:

1. Full name
2. Email
3. The workspaces the user will have access to
4. Their role in each of these workspaces

If the user already exists, and you attempt to invite them again you'll see a quick link to manage the existing user's permissions.

The default workspace

All users that are invited to an account will always have access to the default workspace. Users cannot be removed from the default workspace. If the magic link or SSO is being used to invite users, those entering EnjoyHQ for the first time via these methods will only be able to access the default workspace. Their roles can then be changed, and they can be invited to additional workspaces.

Owners can reach out to Technical Support to change their account's default workspace and to create additional workspaces.

Roles

Owner

Can manage every aspect of the account, invite other users and change permissions across all of the account's workspaces. Owners also have access to the Magic Link to invite users easily. Owners can create and manage rules as well as create and manage the taxonomies in all of the account's workspaces. Owners have access to the Integrations section for all workspaces and can configure and edit those integrations. Owners can request additional workspaces and can request their Ownership to be transferred to another user by reaching out to Technical Support.

Admin

Can manage any aspect of the workspace they are an Admin for. They can invite other users and change their permissions (excluding owners). Administrators can create and manage rules, create and manage the workspace taxonomy, and access the Integrations section but only for the workspaces they are an Admin for.

Collaborator

Collaborators can manage projects, search through feedback, and use the existing taxonomy specified by Owners and Admins. They cannot create or manage: rules, templates, Integrations or create new tags and properties. Additionally, collaborators cannot manage other users (invite, change roles etc).

Read-Only

The Read-Only role is the default permission level when inviting new users. When a new user signs-in via Single Sign-on or uses the Magic Link they'll be added with Read-only permissions. Read-only users have a reduced set of options in their global navigation.

The options available are:

1. Homepage
2. Projects page
3. Stories page
4. Shared with me
5. Notifications
6. User menu

✅ What Read only users can see and do:

• Browse and search the Project page.
• Read and comment on the sections inside Projects that have been made available by the Owner or Admin and Collaborator users (read more here). The Project Report is always available to Read-only users.
• If the sections have been made available to Read-only users, inside a Project they can:
  • Read and comment on Project plans
  • Browse and search the Data section
  • Comment on Highlights in the Data section
  • Browse the Analysis section of Projects

Below is the option available to Owners, Admins and Collaborators to share/restrict project sections with Read-only users

Remember: The Project Report section is always available to Read-only users by default.

• They can browse, search, and comment on published Stories and Featured Reports in the Stories page. (They can view archived Stories if they have been @mentioned in a comment).
• Browse the documents, highlights and dashboards that have been shared directly with them by Owners, Collaborators and Admins in the "Shared with me" section.
• Switch between the accounts and workspaces they have access to.

🔒 What Read-only users cannot see or do:

• Read-only users do not have access to the Search page in the global navigation.
  • Therefore they cannot search data that hasn't been specifically been made available to them or shared with them directly. They can only search data from inside a project if that section has been made available (see above).
• They cannot access or manage rules, integrations, or the templates sections.
• They cannot invite or manage the roles of other users.
• They can't view or manage the taxonomy managers (Tags, Properties, Labels, Customer Properties).

Here's a quick screencast showing in detail what read-only users can see and access

Managing your team

You can filter the users in your account by workspace, and you can search for specific users by name and email.

If you're an Owner or an Admin, you can edit your team's roles and permissions. Remember, you can't remove users from the "default workspace".

Subscription plan allowances

Only Administrators and Collaborators count towards your subscription's user allowance. For example: if your account is charged for 6 "paid team members" it means you can assign an Admin or Collaborator role to up to 5 other users in your account. If your Admin and Collaborator users are distributed across different workspaces, the unique user ID is used to sum the total. You can still add an unlimited number of read-only users.

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