Project Level Permissions

Discuss facilitates seamless collaboration by enabling you to invite team members, partners, and stakeholders to your projects, making collaboration effortless.

Project Owner

The project owner must be a team member within an organization. Team leaders can assign a project owner when a new project is created.

Transfer Ownership

A project owner cannot be deleted from a project but can transfer the management of the project to another team member in the organization.

To transfer the project to another team member, the project owner can :

1. Go to the 'Settings' tab.
2. Click the 'Project Owner' dropdown to transfer ownership of the project.
3. Once the project has been transferred, that account will no longer have access to that project.
   • If this field is left blank, it will not transfer ownership and the project owner will remain the same one who was last assigned to the project.

Project Owner
CAN	CANNOT
Access to all pages of the project Edit project settings Create/edit/delete sessions Add/edit/delete consent forms Add/edit/delete Self Captures Add/delete stimuli and other project files Create/edit/delete clips Create/edit/delete tags from tag insights Create/edit/delete highlight reels Create, edit, and delete screeners (can view) Edit transcripts Can share full recordings and clips View and download poll results Add/edit/delete respondents from the respondent hub Assign consent forms to respondents. Send tech checks interview reminder emails to respondents from the respondent hub Download transcripts, recordings, chats, whiteboard snapshots Add/edit/remove editors, collaborators, recruiters, and view-only roles Delete editors, collaborators, recruiters, and view-only roles Change roles for editors, collaborators, recruiters, and view-only roles Can download all signed consent forms Can transfer Project Ownership in the settings page Can transfer team association in the settings page Can edit the research on the settings page Can delete the entire project Generate summaries in the Genie Summary tab.	Remove themselves from a project (A project owner must first transfer ownership).

 

 

 

 

Editor

 

Editor
CAN	CANNOT
Access to all pages of the project Edit project settings Create/edit/delete sessions Add/edit/delete consent forms Add/edit/delete Self Captures Add/delete stimuli and other project files Create/edit/delete clips Create/edit/delete tags from tag insights Create/edit/delete highlight reels Edit transcripts Can share full recordings and clips View and download poll results Add/edit/delete respondents from the respondent hub Assign consent forms to respondents. Send tech checks interview reminder emails to respondents from the respondent hub Download transcripts, recordings, chats, and whiteboard snapshots Create, edit, and delete discussion guides (can view) Create, edit, and delete screeners (can view) Create, edit, and delete polls (can view) Add/edit/remove other editors, collaborators, recruiters, and view-only roles Generate summaries in the Genie Summary tab.	Delete an entire project Transfer ownership of the project Be removed if assigned as a moderator Download signed consent forms

 

Collaborator

Collaborator
CAN	CANNOT
Access to all pages of the project Edit project settings Create/edit/delete sessions Add/edit/delete consent forms Add/edit/delete Self Captures Add/delete stimuli and other project files Create/edit/delete clips Create/edit/delete tags from tag insights Create/edit/delete highlight reels Edit transcripts Can share full recordings and clips View and download poll results Add/edit/delete respondents from the respondent hub Assign consent forms to respondents. Send tech checks interview reminder emails to respondents from the respondent hub Download transcripts, recordings, chats, and whiteboard snapshots Add/edit/remove other collaborators, recruiters, and view-only roles Generate summaries in the Genie Summary tab.	Create, edit, and delete discussion guides (can view) Create, edit, and delete screeners (can view) Create, edit, and delete polls (can view) Download consent forms Add/edit/remove project owners or editors Be removed if assigned as a moderator for a live session Delete an entire project Transfer ownership of the project

 

 

Viewer

Learn more about the viewer role

Viewer
CAN	CANNOT
Access to the recordings page View recordings, name of the interview, date, duration & a summary of the list of attendees Select audio source for translation, see subtitles View transcript, speaker identification, auto-scroll, color for the whiteboard, Discussion Guide & Save moment View all timeline timestamps for full recordings View & Filter tags, sentiments & creators across a unique interview and Search words across the project View whiteboard snapshots & clips Search on transcripts within the project View the session recap tab. Access the Self Captures tab  View the name of all surveys within a project & survey details. View the Respondent’s responses, transcript, tags, sentiment analysis and comment. Access the Highlight Reel  View all projects clip View saved highlight Reels	View the Overview, Respondent or Calendar tab. Add, edit, delete, share or download any content from that page View the Genie Summary tab.

 

 

Recruiter

 

Recruiter (permissions-based access)
Access level	CAN	CANNOT
Recruiter (Omni Access OFF)	Respondent Hub: Add/Edit respondents, Notify & Invite, Export data Scope: View and manage only respondents they personally added Access: Completed Interviews page Access: Self Captures tab	Respondent scope: Cannot view or manage respondents added by others Project access: Cannot access other project pages outside respondent-related areas Research features: Cannot access insights/reporting, discussion guides, or research analysis tools Privacy: Cannot override privacy controls
Recruiter (Omni Access ON)	Respondent Hub: Add/Edit respondents, Notify & Invite, Export data Scope: View and manage all respondents in the project (full PII visibility) Access: Completed Interviews page Access: Self Captures tab	Project access: Cannot access other project pages outside respondent-related areas Research features: Cannot access insights/reporting, discussion guides, or research analysis tools Privacy: Cannot override privacy controls
Recruiter (Enhanced Permissions ON, seats only)	Respondent Hub: Add/Edit respondents, Notify & Invite, Export data Scope: PII visibility depends on whether Omni Access is ON or OFF Scheduling: Create sessions, Edit date/time, Assign respondents, Update titles/details, Delete sessions, Trigger standard session notifications Screeners: Launch screeners (if available), Complete and submit screener setup Access: Completed Interviews page Access: Self Captures tab	Project access: Cannot access other project pages outside respondent-related areas Research features: Cannot access insights/reporting, discussion guides, or research analysis tools Privacy: Cannot override privacy controls