Roles & permissions

All DX users have broad access to most of the reports and features across the platform. However, certain reports and features are restricted to those with elevated roles. User roles can be assigned in the admin area or managed via SCIM.

Core personas

Contributor

Contributors (i.e., DX team members) are the subjects of surveys and reports across the DX platform. They also have access to reports, including global snapshots and analytics.

Team lead

Team leads (i.e., DX team managers) can access reports across the platform, including global views. They also have access to complete the triage process for their team snapshot results.

Elevated roles

Workspace admin

Workspace admins have full access to all administrative tools and product capabilities in DX—including user role management, organizational data, and all reports and features.

Snapshot admin

Snapshot admins can manage snapshot settings, including scheduling, questions, and org data. They can also access special features such as exporting PDF reports and reviewing quarantined survey comments.

Snapshot analyst

Snapshot analysts have read-only access to snapshot settings and reporting features, including the ability to export PDF reports and view snapshot triage results.

Database admin

Database admins have full control over your DX data lake. This includes managing data connectors, database users, API tokens, service catalog schemas, and report collections.

Data integrator

Data integrators can create and update deploy rules but do not have access to manage data connectors, database users, API tokens, or report collections.

Scorecard admin

Scorecard admins can view and manage all scorecards in DX. While any user can create private scorecards, only scorecard admins can make scorecards visible across the organization.

Privileged user

Privileged users can access reports containing potentially sensitive information—namely, Attrition Risk, CapEx, and new hire ramp-up metrics. They do not have access to any administrative capabilities in DX.

Interviewer

Interviewers can create Studies and PlatformX projects but do not have access to other restricted features or administrative capabilities in DX.