User management and permissions
Private Panels access is managed at the organization level, meaning a user can be part of many organizations. However, each user gets one role per organization, which determines what they can see and do within it.
User roles
There are three roles a user can have in a Private Panels organization:
Admin: Unrestricted access to the organization, its data, and its settings. Can add, modify, and delete panelists, panel properties, and panels, and can manage other users' roles. (An organization can have more than one Admin.)
User: Can add, modify, and delete studies, and can add or modify panelists. Can't bulk-edit or bulk-delete panelists, export the panel, or add/modify/delete panel properties (like Date of birth or Zip code). Can invite new Users and Viewers to the organization.
Viewer: View-only access to Private Panels. Can't make any changes besides updating their own profile.
Note: Private Panels previously offered a Limited role, which has been deprecated. Existing users with this role may exist and have access similar to a Viewer. However, new Limited roles cannot be assigned.
Permissions by role
Users and organization settings
View users and pending invites
Invite new users
Change a user's role
Remove a user
Edit global permissions (e.g., restrict incentive payments to Admins)
Panelists
View and search panelists
Add or edit a panelist profile
Bulk import panelists (CSV)
Bulk edit panelists
Bulk delete panelists
Export the panel (CSV)
View a panelist's full audit trail
Panel properties
View panel properties (e.g., Date of birth, Zip code)
Reorder or group panel properties
Add, edit, or delete a panel property
Panels
Note: Managing more than one panel requires the multiple panels feature, which is offered as an add-on. For more information, contact your Dscout Account Director.
View panels
Add panelists to a panel
Create or delete a panel
Add or remove organization members from a panel
Incentives
Pay incentives
Pay incentives when "Only Admin can pay incentives" is turned on
Add new users
Private Panels Admins and Users can add new users to your organization’s account.
Note: Users can only add other Users. Admins must add additional Admins to your account.
To add new users in Private Panels:
Navigate to the Settings tab in Private Panels. Then, select Users.
Under User invites, enter the new user's email address.
Select a role for the new user from the drop-down.
Click Send user invite.
Now, an invite is sent to the email address you entered. The invited user will need to follow a link in the email to verify their account. If you need to resend an invitation, click Resend invitation beside the user's name:
Once the new user has accepted the invitation, you can change or delete their role in your organization using the Role drop-down and Delete (trash) buttons in the Current users table:
