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, 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 Cannot be removed if assigned as a moderator

 

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, 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
CAN	CANNOT
Access to the Respondent Hub to manage only their own respondent PII and sessions they are scheduled to Access to the Completed Interviews	View any other parts of the project pages

 

Omni-Recruiter

Omni-Recruiter (Only DIY Projects)
CAN	CANNOT
Access to the Respondent Hub to manage all respondents and all sessions in a project Access to the Completed Interviews	View any other parts of the project pages