Learn more about the different roles in this article
In order to enable your users to fulfill their specific requirements, you can assign them roles with appropriate permissions and access levels. In this FAQ we answer which role has which access authorizations for our products.
Overview
VisitReport - App
- The app functionalities can be used by everyone who has been assigned a snapADDY Licence for the VisitReport app.
- There is one exception: Staff that has been assigned the roles "Reporter" or "User", doesn't have access to events with draft status.
- In order for the media library, meetings, info center and team coordination to be available, the admin must have activated the respective functions in the dashboard.
Feature | Reporter | User | Event Curator | Event Manager | Admin |
Configure Questionnaire |
🚫 | 🚫 |
✅ (only questions from Master) |
✅ | ✅ |
Create/Edit event |
🚫 | 🚫 | ✅ | ✅ | ✅ |
Display, edit and export reports |
✅ (only your own reports) |
✅ (all reports) |
✅ (all reports) |
✅ (all reports) |
✅ (all reports) |
Team coordination |
🚫 | ✅ | ✅ | ✅ | ✅ |
Create & delete Master |
🚫 | 🚫 | 🚫 | ✅ | ✅ |
Duplicate Master |
🚫 | 🚫 | ✅ | ✅ | ✅ |
Display analytics |
🚫 | 🚫 | ✅ | ✅ | ✅ |
Display and edit meetings |
(✅) |
(✅) |
✅ | ✅ | ✅ |
Edit media library |
🚫 | 🚫 | 🚫 | ✅ | ✅ |
Info center |
🚫 | 🚫 | ✅ | ✅ | ✅ |
Send follow-up-mail via Dashboard |
🚫 | 🚫 | ✅ | ✅ |
✅ |
Send follow-up-mail via the app |
✅ | ✅ | ✅ | ✅ |
✅ |
Global Settings
- Everyone is able to access the "Profile"-Section.
- Only the admin is able to ...
- Edit the user management.
- Edit the orginizataion.
- Manage billing information.
Feature | User** | Admin |
Access to DataQuality or Business Card Scanner |
✅ | ✅ |
Access to own profile in Dashboard |
✅ | ✅ |
Export of own contacts (e.g. Excel, vCard, CRM export) |
✅ | ✅ |
Create private contact lists for DataQuality |
✅ | ✅ |
Create shared contact lists for DataQuality |
🚫 | ✅ |
User management |
🚫 | ✅ |
Configuration of the global organization settings |
🚫 | ✅ |
**In DataQuality and BusinessCards is no difference between Users, Reporters, Event Curators and Event Managers when it comes to authorizations. Therefore, they are all referred to as "User" here. Only the admin has additional authorizations.
If you have more questions, feel free to contact our support under support@snapaddy.com or your Customer Success Manager.