The Analyst role is designed for team members who need visibility into reporting and analytics but should not be able to change or remove any data or account settings. This role ensures secure, view-only (also called: read-only) access to important insights without the risk of accidental modifications.
Note: An Analyst user will consume a user seat included in your subscription.
Who Can Assign the Analyst Role?
Only Admins can add new Analysts or update an existing user’s role to Analyst.
This can be done from the Users page.
Adding or Updating an Analyst
Navigate to the Users page.
To invite a new user, select Invite User, then choose the Analyst role before sending the invite.
Note: Analysts cannot be assigned the Data Protection Officer flag, since they cannot interact with data.
To update an existing user, find the user in the list, click Edit, and change their role to Analyst.
What Analysts Can Do
Analysts have access to all reporting and analytics features, but cannot modify or delete anything within the account. They can:
View the Dashboard and campaign reports
Apply and use all filters
Access Trends and Feedback pages
Access Topic Analytics
View the Contacts page (read-only access)
View Outbox for survey delivery stats
Configure and receive Email Digests
Access their own profile to update personal information or reset their password
What Analysts Cannot Do
Analysts are restricted from any actions that modify data or account settings. Specifically, they cannot:
Create, edit, or delete campaigns, contacts, or surveys
Access Queues or Campaigns setup pages
Modify survey responses or results
Change account-wide settings
When attempting to access restricted areas or perform restricted actions, Analysts will see a warning or notification about insufficient permissions.
Summary
The Analyst role is best suited for users who need reporting insights without editing capabilities. It helps maintain data integrity while still allowing stakeholders to stay informed through dashboards, trends, and feedback analytics.