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Introduction

Create Quizzes, Forms and Surveys

Question Types

AI Funnel Builder

Logic Jumps

Design

Languages

Funnel Results

Publish Funnel

Organization & Workspaces

Roles & Permissions

Managing Team Members

Integrations

Security & Compliance

GDPR Compliance and Data Protection

Data Processing Addendum (DPA)

Product Updates & Release Notes

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Roles & Permissions

In Quizify, you control what team members can view or manage by assigning them specific roles at the organization level or the workspace level. Organization roles provide access across all workspaces, while workspace roles restrict access to a specific workspace only.

Organization Roles

Members invited at the organization level automatically get access to all current and future workspaces. These roles are best suited for internal team members who need broader access.

Permission

Owner

Admin

Editor

Viewer

View all funnels across workspaces

✅

✅

✅

✅

View submissions & leads

✅

✅

✅

✅

Export submissions & leads

✅

✅

✅

✅

Create & edit funnels

✅

✅

✅

❌

Delete funnels

✅

✅

✅

❌

Move funnels between workspaces

✅

✅

✅

❌

Manage integrations (Global & Funnel-level)

✅

✅

✅

❌

Invite members to workspace

✅

✅

✅

❌

Invite members to organization

✅

✅

❌

❌

Change member roles

✅

✅

❌

❌

Create & manage workspaces

✅

✅

❌

❌

View & manage billing / plans

✅

✅

❌

❌

Invite an Admin to organization

✅

❌

❌

❌

Note :

Organization members will have access to all current and future workspaces in that organization.

Workspace Roles

Members invited at the workspace level can only access data inside the workspace they are invited to. Workspace Editors can invite members, assign Editor or Viewer roles, and manage integrations at both the global and funnel level.

Workspace members cannot:

  • Access other workspaces

  • View funnels outside that workspace

  • Manage organization-level settings

  • Access billing or plan details

Permission

Editor

Viewer

View funnels in workspace

✅

✅

View submissions & leads

✅

✅

Export submissions & leads

✅

✅

Create & edit funnels

✅

❌

Delete funnels

✅

❌

Invite members to workspace

✅

❌

Assign Workspace Editor role

✅

❌

Assign Workspace Viewer role

✅

❌

Manage integrations (Funnel-level)

✅

❌

Note :

Workspace members will only see funnels, submissions, and leads related to the workspace they are added to.

The Owner Role

The Owner has full and exclusive control over the organization. There is only one Owner per organization. Owner capabilities include:

  • Managing billing and subscription

  • Creating and deleting workspaces

  • Inviting and removing any member, including Admins

  • Assigning and changing all member roles

  • Full access to all workspaces, funnels, and submissions

Note :

There is only one Owner per organization.

When to Use Which Role

Role

Best Used For

Access Level

Owner

The primary account holder

Full control - all workspaces, billing, and members

Admin (Org)

Trusted internal managers

All workspaces, members, billing, cannot invite admins

Editor (Org)

Team members creating content

Create/edit funnels across all workspaces

Viewer (Org)

Stakeholders who only need to review

Read-only access across all workspaces

Editor (WS)

Project contributors or clients

Full edit access within one workspace only

Viewer (WS)

Clients or reviewers for one project

Read-only access within one workspace only