APPENDIX A: USER ROLES AND PERMISSIONS

The Forsta Plus platform includes a wide variety of features and functionalities for survey authoring, data management, and reporting. Optional modules and features can also be enabled to enhance the core platform, providing additional functionalities. Optional modules and features include but are not limited to: Action Management, CAPI, CATI, Discovery Analytics, Genius Text Analytics, Hierarchy Management, Instant Analytics, Model Builder, Panel Management, CRM Connect and Translation.

To ensure maximum data security and guarantee your staff has access to the functionality they need, Forsta Plus employs an array of user roles and permissions. Note that your users will only have access to modules and features that are enabled in accordance with your Forsta Plus contract, regardless of all other factors.

Within the terms of your contract, your users’ access to Forsta Plus, with all its licensed and optional modules, its system features and its data, is governed by each user’s assigned User Role and the permissions allocated to each user. User Roles refer to a set or group of privileges that can be granted to one or multiple users who require common system accesses and permissions. A User Role must be assigned to every person who will be accessing Forsta Plus for any reason. Unless otherwise indicated, the system administrator is able to further tailor specific permissions within the constraints of the assigned User Role for each system user.

This appendix provides a high-level overview and indicates the maximum permissions that each User Role can have. Note that the individual users’ actual permissions may vary based on your company’s contract and/or the permissions granted by your designated system administrator.

Designated User Roles

Designated Users are system users who have a requirement to access system functionality to facilitate their day-to-day work. Designated Users are created by Forsta Plus according to the number of licensed users for each role specified in the contract.

• Professional User is the most common Designated User Role. The user can access and have permissions granted to the following modules and functionalities: Professional Survey Authoring, Survey Designer, Reportal, Instant Analytics, SmartHub, Hierarchy Management,Action Management, Business User Management (see below), Panel, CAPI, CATI, Database Designer, Translation Module, CRM Connect and File Library. A Professional User may also be granted elevated permissions to serve as the System/Company Administrator. This User Role allows for the maximum number of permissions and flexibility available in Forsta Plus. It does not however have default permission to access Model Builder, Flex Extension development, or web services API.
• Standard User is intended for users who do not require the full set of features and functionalities available to Professional Users. This User Role can access the following modules with limited permissions: Professional Survey Authoring, Survey Designer, Discovery Analytics, and Translation Module. An example of how permissions are limited is that this user is only able to create and deploy a single-language survey. This user can also manually add respondents and send reminders, export survey data and translate assigned surveys, and can also create, view, and manage reports in Discovery Analytics.
• Analyst User is intended for users who need access to review or analyze system data and perform functions in Action Management and Discovery Analytics. This User Role can access the following modules: SmartHub, Business User Management (see below), Discovery Analytics and Action Management. In terms of permissions, this user is limited to only view permissions in SmartHub and the Contact Database. This user has full permissions to create, manage, and view Discovery Analytics and Action Management. Analyst Users can also create Business User lists and are able to modify only the Business User lists they have created.
• CATI Supervisor is the Designated User Role for individuals responsible for directing day-to-day CATI operations. This user is able to create and manage interviewer accounts, manage sample and quotas, review CATI reports and dashboards, monitor interviews, edit verbatims, and play back recordings.
• CATI Interviewer is the Designated User Role for individuals responsible for conducting CATI interviews. This user is only able to view the surveys and respondents that are assigned to them.
• CAPI Supervisor is the Designated User Role for individuals responsible for directing the day-to-day CAPI operations. This user is able to create and manage field force interviewer accounts, and review CAPI reports and dashboards.
• CAPI Interviewer is the Designated User Role for individuals responsible for conducting CAPI interviews. This user is only able to view the surveys, respondents and quotas that are assigned to them.
• Translator is a User Role available for individuals responsible for translating surveys. Translators access Forsta Plus through a dedicated URL for security, and their permissions are strictly limited to viewing and translating assigned surveys. Any changes made by the Translators will be visible in the Professional Authoring interface. It is important to note that the permissions for this user role cannot be changed.
• System/Company Administrator is the person designated to administrate the software-related aspects of Forsta Plus (users, permissions, etc). The Administrator has access to all the company’s projects, reports, forms and end-user lists, and can give other users read, write, delete, and administration permissions to these objects.

End User Access

End Users are user roles that are allocated by Designated Users to people who access Forsta Plus for business (end) user functions such as accessing reports, dashboards and Action Management. Generally, these users are department leaders and executives who need access to the insights contained in reports and dashboards, but who are not directly involved in the detailed set up and day-to-day use of the software. With this user type, you contract your desired number of user licenses and then self-manage the assignment of access rights for those users.

• Report Viewer Access (RVA) is the most common End User type. This user type can access reports and dashboards that have been assigned to them in Reportal. An RVA user can also access all Action Management functions and edit hierarchies in Hierarchy Management if permissions are granted.
• Report Analyst Access (RAA) allows End Users to analyze existing report data and create tables. This is an intermediate user who has the ability to "play" with the data, analyze it on the fly, and create simple tables in Reportal. An RAA user can also access all Action Management functions and edit hierarchies in Hierarchy Management if permissions are granted.
• Survey Dashboard & Instant Analytics Access allows for access to Instant Analytics and Survey Dashboard.

Other User Types

In addition to the most common user types listed above, Forsta Plus also has Designated User roles for staff members responsible for managing the more technical aspects of your Forsta Plus platform, including secure FTP file transfers, APIs, and Flex Extension development. Contact your Forsta sales representative or account manager for additional details.

User Roles and Permissions At-a-Glance

Designated User Roles
Function	Professional	Standard	Analyst	Translator	CATI Supervisor	CATI Interviewer	CAPI Supervisor	CAPI Interviewer
Professional Authoring & Survey Designer
SmartHub
Hierarchy Management
Admin & End User Management
Reporting & Analysis
Action Management - Add-On
Genius Text Analytics - Add-On
CATI - Add-On
CAPI - Add-On
Panel - Add-On
Translator module - Add-On

End User Roles
Function	RVA License	RAA License	SD & IA License
Professional Authoring & Survey Designer
SmartHub
Integrations
Hierarchy Management
Business User Management
Reporting & Analysis
Instant Analytics
Action Management - Add-On
Genius Text Analytics - Add-On
CATI - Add-On
CAPI - Add-On
Panel - Add-On
Translator module - Add-On

	Full permissions
	Limited permissions