Security roles

The Survey module uses the following three security roles.

Note Be aware that survey templates are supported only for SM Survey (not supported for Survey Integration).

Role Area Rights
Survey Administrator Survey Full rights for the area
Survey configuration Full rights for the area
Tailoring Full rights for the area
Survey Manager Survey Expert rights for the area (can always update all survey definition records, and retire or unretire surveys)
Survey configuration Expert rights for the area (can always update all survey templates, and retire or unretire survey templates)
Tailoring No rights
Survey Analyst Survey Partial rights for the area (can only update and retire or unretire assigned surveys)
Survey configuration No rights
Tailoring No rights

The following rights can be configured for Survey security roles.

Right Description
View Can view survey definition records
New Can create new survey definition records
Update

Determines when a user can update a survey. This right has the following options:

  • Never
  • Always
  • When assigned
  • When assigned to workgroup
Delete / Close

Determines when a user can retire a survey. This right has the following options:

  • Never
  • Always
  • When assigned
  • When assigned to workgroup
Expert No special functionality related
Admin Has administrative rights (by default, full rights to the Survey module)
Modify Template Can tailor template records in this area
ESS Only When selected, indicates that the specified rights take effect only when the role is logged in to the Employee Self-Service (ESS) web client.

Note The When assigned and When assigned to workgroup values in the Update and Delete/Close fields are not supported in the Survey Configuration security area.

The following settings can be configured for Survey security roles.

Setting Description
Can copy record Can copy survey definition records
Can create global inbox Can create global time period inboxes
Initial Inbox Initial inbox for time period module
Manage format Sc manage format
Can create personal inbox Can create personal inboxes for survey definition records
Un-retire Can unretire (reopen) survey definition records
New Thread List -> Edit Determines whether a new thread is opened when a user moves from a List to an Edit screen
New Thread Search -> List Determines whether a new thread is opened when a user moves from a Search screen to a List
New Thread View -> Edit Determines whether a new thread is opened when a user moves from an Inbox to an Edit screen
New Thread View -> Search Determines whether a new thread is opened when a user moves from an inbox to a Search screen