Private panels user management and permissions

Users

User membership in Private Panels is handled at the organizational level. The system is designed so each user has a single Private Panels account, which can then join one or more organizations. Each user should have their own account, where they can manage their personal preferences, including notification and security settings.

Roles

Member roles dictate access within an organization.

Admin

• Unrestricted access to the organization, its data, and settings.
• Can add, modify, and delete panelists and studies.

User

• Can add, modify, and delete studies.
• Can add, modify, panelists but can not bulk delete panelists or export the panel.
• Can not add, modify, or delete Panel Properties (i.e. Date of Birth, Zip, etc).
• Can invite users to the organization.

View

• View-only access to Private Panels.
• Can not make any changes besides to their own user profile.

Limited

• Can only view panelists, with emails redacted.

Global Permissions

Find these on the Settings General page, and scroll down to Permissions.

• Only an Admin user role can pay incentives (default: disabled). If you'd like to prevent non-admins (e.g. project manager, researcher, recruiter, designer) from paying incentives, turn on this permission.