This brief guide titled "The Viewer Role in Discuss Projects: Capabilities and Limitations," will provide information on the viewer role designation in the project. The viewer role is a great way to easily share your learnings from Discuss to your organization and/or end clients without giving those users access to the rest of your project.
The Viewer Role in Discuss Projects: Capabilities and Limitations
Viewers can see the recordings page, highlight reel page, and Self Captures page for the project.
They will not be able to:
- View PII
What does the viewer see?
Viewers can see the recordings page, the highlight reel page, and the self captures (if enabled for a project) for the project with no other options.
Viewer vs. Observer
A viewer is different from an observer. There is no designated observer role for project access. An observer is any person with an observer link (i.e. https://app.discuss.io/123456/o) to a session who can watch the live interview as it's happening. A viewer would be able to access the recordings after.
Moderating as a Viewer Role
If a moderator link to a session or a Personal Meeting Room link is shared with a Viewer from a project they are a part of, the Viewer is able to log in as a moderator for that session. The Viewer will not have access to any other parts of the project, so additional features like project settings, stimulus, polls, recruitment scheduling, and discussion guides would need to be set up for the Viewer by a Project Owner, Editor, or Collaborator in that project, in advance if they are expected. The Viewer can use the Personal Meeting Room link to practice the functionality before the session starts.
Note: Viewers will not have access to the an Overview page, so they will need to track the sessions they are invited to off platform. Setting the Viewer as a moderator on the Overview page will send the Viewer a calendar invite but not make them a collaborator. To allow further access to manage sessions and receive invites, they will need to be added as a collaborator on the project.