Roles in IRIS

Created by IRIS Client Success, Modified on Tue, 3 Mar at 5:20 PM by IRIS Client Success

IRIS includes different user roles to manage access and permissions within the platform.

Each role determines what a person can see and do.


Admin

Admins have full access to their organization’s IRIS account.

Admins can:

  • Add or remove users

  • Assign roles and permissions

  • Create and manage groups

  • Send and manage assessments

  • View and share reports

  • Access billing and account settings

Admins are responsible for overall account management.


Group Manager

Group Managers have access limited to the groups they oversee.

Group Managers can:

  • Send assessments to participants within their groups

  • Track survey completion

  • View and share reports for their assigned participants

Group Managers cannot modify global account settings or billing details.


Participant

Participants complete the IRIS survey.

Depending on account settings, participants may:

  • Access their personal results

  • View dashboards or summary reports

Participants do not have administrative access.


Choosing the Right Role

Assign roles based on the level of access required.

If someone needs to manage users, billing, or account-wide settings, assign them the Admin role.

If someone only needs to manage specific participants or groups, assign them as a Group Manager.


Related Articles

  • Add or Remove Users

  • Managing Permissions and Roles

  • Send Your First Survey

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