Some vocabulary

  • Sharing options: definition of campaign advanced options (Reports Validation, report edition, etc.), owners, analysts, respondents (and store coverage), objectives, frequency and activation/deactivation dates.

  • Associated stores : these stores can be found on the Stores tab of a user and define where a user can send responses.

  • Analyst territory: these stores can be found on the Analyst territory tab of a user and define where a user can see responses when defined as an analyst. The Analyst territory of a user can contain stores and store groups.

  • Teams: a group of user that can be managed by a Manager or a Content Manager. Managers of teams currently see reports made by users in the teams they manager: this won't be the case anymore with new campaigns.

  • Store group: a group of stores that can be managed by a Manager. Managers of store groups currently see responses made on stores of the store groups they manage: this won't be the case anymore with new campaigns.

General SimpliField access rights

  • Owners can edit the sharing options of all campaigns and see all the responses of the account.

  • Only Admins and Content Managers can create checklists.

Access rights specific to checklists

Owner

What they can do πŸ”§

  • Define sharing options (owners, analysts and respondents)

  • Archive/unarchive a campaign

  • Delete a campaign

On which scope:

  • All the users and stores of the account

What they can see πŸ‘€

  • All reports of the campaigns they are owners on

Warning: owners can edit sharing options on all users/stores of the account so if a content manager, manager or contributor is selected as owner, they will be able to edit sharing options on users and stores that they usually don't see.

Warning: the campaign creator is an owner but can't be deleted from the list of owners.

Analyst

What they can do πŸ”§

Analysts do not have the ability to edit sharing options.

What they can see πŸ‘€

On in-store campaigns:

  • Reports made on their analyst territory

  • Reports made by users of teams they manage

On user feedback campaigns:

  • Reports made by users they manage

Warning: managers of teams and store groups do not see reports of campaigns. They need to be analysts, which will enable them to see reports made on their analyst territory and reports made by users they manage.

Respondents

What they can do πŸ”§

On in-store campaigns:

Respondents can send reports on their associated stores.

On user feedback campaigns:

There is no scope restriction.

What they can see πŸ‘€

Respondents can see reports they sent.

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