User Roles & Groups

Metaforms allows you to easily manage who can view or edit your survey projects, offering robust controls through User Access and User Groups.

Each user in Metaforms represents an individual who can:

• View, edit, or manage survey projects

• Be assigned roles like Editor, Admin, or Owner

• Be added at any time to a project via the Access Management panel in the Overview tab

You can search for existing users or add new ones by email. Their assigned role determines what level of interaction they have within the survey - whether that’s simply viewing changes or managing the survey’s full lifecycle.

🔐 Understanding User Roles in Metaforms

Role	Permissions
Owner	- Manage users - Create new surveys & templates - View and edit all surveys and templates - Access data retention controls
Admin	- Manage users - Create new surveys & templates - View and edit all surveys and templates
Editor	- Create new templates - View and edit only the surveys they created or have been granted access to (via individual assignment or User Groups) - View and edit all templates in the org

Note: Only Admins and Owners have full organization-wide access. Editors need to be granted explicit access to projects.

➕ How to Add a new user?

Navigate to the 'Users' Tab -> Click on '+ User' at the top right of your screen.

Step 1 : Choose Role for new user

You can choose the role you want to assign to the new user - Admin/Editor/Owner.

Step 2 : Choose the Products for new user

You can choose what products in Metaforms are accessible to the new user (Survey Programming / Data Processing)

Step 3 : Details

In this step, you can enter the Name, Email, Password and Disable/Enable tutorial mode for this new user.

Every user needs to have their own Decipher API key setup.

🔁 How to Change Permissions for existing users?

In the Users Tab, you can have an overall view of all the existing users in a project and change existing users permissions/access.

Navigate to the specifc user -> Click on the Actions for that specific user.

You can edit the access/permissions for the user here.

🔧 Setting up User Groups and Access Controls

We’ll walk through how to create and manage User Groups in Metaforms to control access to surveys and templates efficiently - especially useful when collaborating with large teams or across departments. Metaforms supports access control via User Groups, allowing you to assign editorial access more efficiently.

Step 1: Assign Users to Groups

1. Navigate to Users

2. Select the desired user

3. Click Manage User Group to assign them to a group

Step 2: Grant User Group Access to Projects

1. Go to the desired Survey

2. Open the Overview tab

3. Select Access Management

4. Assign relevant User Groups to the project

Reminder: By default, Admins and Owners have access to all projects.