# 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.

## :closed\_lock\_with\_key: Understanding User Roles in Metaforms

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

{% hint style="info" %}
**Note:** Only **Admins** and **Owners** have full organization-wide access. Editors need to be granted explicit access to projects.
{% endhint %}

## :heavy\_plus\_sign: How to Add a new user?

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

<figure><img src="/files/3ZdYm5LXM7FXfaLBnVA5" alt=""><figcaption></figcaption></figure>

**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.

{% hint style="info" %}
Every user needs to have their own Decipher API key setup.
{% endhint %}

## :repeat: 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.

<figure><img src="/files/ZIyFtq3IL8nr9ccah2v9" alt=""><figcaption></figcaption></figure>

## :wrench: 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

{% hint style="info" %}
**Reminder:** By default, **Admins** and **Owners** have access to *all* projects.
{% endhint %}

{% embed url="<https://www.youtube.com/watch?v=A71qmmiJBr0>" %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.metaforms.ai/setup/user-roles-and-groups.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.