InCheq offers various user roles with distinct permissions to ensure effective management and access control within your organisation. This guide provides an overview of user roles and their associated permissions to help you optimise user management and data security.

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Account Admin

The Account Admin role holds the highest level of access and responsibilities within the InCheq platform. 

Account Admins can:

• Manage account and billing information
• Edit organisation information and data
• Add and edit administrators
• Edit administrator permissions
• View, manage, and edit employee data
• Deploy, manage, and edit surveys
• View survey results
• Access, edit, and export reports
• Edit and manage recommendations
• Participate in surveys
• Survey Admin

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Survey Admin

The Survey Admin role is focused on survey deployment, management, and reporting. 

Survey Admins can:

• Deploy, manage, and edit surveys
• View survey results
• Access, edit, and export reports
• Edit and manage recommendations
• Participate in surveys
• Reporting Admin

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Reporting Admin

The Reporting Admin role is primarily focused on accessing and managing survey results and reports. 

Reporting Admins can:

• View survey results
• Access, edit, and export reports
• Edit and manage recommendations
• Participate in surveys

By assigning appropriate user roles and permissions, you can ensure that each user has access to the tools and data necessary to fulfil their responsibilities effectively while maintaining data security and privacy.

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Add a User with Permissions

1. Sign in to app.incheq.co 
2. Click Account button
3. Navigate to the User & Permissions tab
4. Click Add User button
5. Enter the user's details including name, phone number, and email address
6. Select a level of access from the Role drop down menu
7. Click Save and Exit

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Best Practices for User Permissions

• Assign roles based on job responsibilities and the need for access to specific features and data.
• Regularly review and update user permissions to align with organisational changes and user roles.
• Limit access to sensitive data and features to only those users who require it for their job functions.
• Educate users on their roles and responsibilities regarding data privacy and security.

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