Understanding User Roles and Permissions

PaperSurvey uses role-based access control to manage what each team member can do. When you invite someone to your team, you assign them a role that determines their level of access.

Team members with roles

Available roles

Owner

Full access to everything. Owners can manage billing, team settings, and all surveys. Each team has one owner, and only the owner can access billing.

Can do: Everything, including managing subscription, inviting and removing members, changing team settings, and deleting surveys.

Manager

Similar to Owner but without billing access. Can invite and remove team members, manage all surveys and settings, and view activity logs.

Can do: Create surveys, edit questions, upload scans, review responses, export data, create analysis views, invite and manage team members.

Cannot do: Manage billing and subscription.

Standard User

Can create, edit, and manage surveys, but cannot change team or billing settings.

Can do: Create surveys, edit questions, upload scans, review responses, export data, create analysis views.

Cannot do: Manage team members, change billing, adjust team-level settings.

Operator

Can upload scans and verify responses, but cannot modify survey designs.

Can do: Generate copies to print, upload scans, verify and review responses, export data.

Cannot do: Create or edit surveys, manage team members, change settings. Operators can delete only the files they uploaded themselves.

Limited Access

Read-only access. Can see survey results but cannot make changes.

Can do: View responses, view analysis dashboards, export data.

Cannot do: Create or edit surveys, upload scans, verify responses, manage settings.

Choosing the right role

Role Create surveys Upload & verify View & export Manage team
Owner Yes Yes Yes Yes
Manager Yes Yes Yes Yes (not billing)
Standard User Yes Yes Yes No
Operator No Yes Yes No
Limited Access No No Yes No

If you are unsure which role fits, the invite dialog includes "view as" links that let you preview the application exactly as each role sees it.

Changing a member's role

Team owners and managers can change any other member's role at any time:

  1. Go to Team Settings
  2. Find the team member in the list
  3. Click the role dropdown
  4. Select the new role

The change takes effect immediately. You cannot change your own role, and the owner's role cannot be changed.

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