There are 3 user roles in Notably, including Admins, Editors, and Viewers. These roles are designed to share Notably access to the various stakeholders in your organization, while limiting ability to make certain changes.
The 3 User Roles in Notably
Admins - Admins can do everything in Notably, including adjusting billing preferences, adding new admins, and managing users. Admins are typically research or design managers or users from the accounting team.
Editors - Editors can do everything in Notably needed to run a full research project, including creating new projects, adding data, and writing insights. Editors can also invite new Editors or Viewers to Notably.
Viewers - Viewers can be easily added to Notably to share access. A Viewer can see and search across projects and participants, but they cannot make changes or add new data.
Choose a user's role from the Team section upon inviting them. Admins and Editors count as paid licenses, whereas Viewers do not.
See the example below:
How User Roles Impact Billing
We know how important it is to share research with stakeholders in a secure way. We've designed the Viewer role as a way to do that, without cost being a factor that limits accessibility.
Here are few points to help clarify how roles impact billing and paid plans:
On the free plan, you can invite up to 5 Viewers. To invite another Editor or Admin, you will need to upgrade to the Pro plan.
On paid plans Editors and Admins are each a paid license. Viewers can be invited at no additional cost, including up to 10 Viewers on the Pro plan, 50 on the Team plan, and an unlimited amount of Viewers on the Enterprise plan.
Learn more about Notably's plans and pricing here.
👋 Have an idea or feedback around user roles in Notably? Let us know!