Survey permissions are organized by user type: Sponsor or Bidder. Use the row of tabs at the bottom of the list to view or modify permissions and roles for that type of user.

See Hierarchy of Permissions and Roles for more information on the organization of roles. See Creating and Editing Roles for information on adding new roles and see Setting Default Roles for instructions on changing the default role for project participants.

Permissions are listed 1 per row with two columns for Grant and Access. +/- signs in each column indicate that the permission is enabled (green plus symbol) or disabled (red minus symbol). Click the icon to enable/disable the permission.

Each permission consists of two parts that are individually enabled:

• Access rights to a permission mean the user can perform the function.
• Grant rights to a permission mean the user can assign a role with that permission to another user and can enable the permission when creating or editing roles.

Eligibility Rules

To assign permissions to survey-level roles, you must be eligible to grant those permissions. Eligibility is determined by the eligibility permissions in your System-Wide role. The System-Wide role is set in User Properties which is accessed from the Companies and Users window in Iasta SmartSource. See System-Wide Permissions to view a list of eligibility rules. See an Example of Role Ineligibility for information about how eligibility rules affect users and role assignments.

Permissions Lists

Go to the following topics for detailed listings and descriptions of individual permissions:

• List of Survey Permissions for Sponsors
• List of Survey Permissions for Bidders

Related Topics

Managing Permissions and Roles

Permissions

System-Wide Permissions

Project Permissions