Introduction to User Management

Sub-accounts are a great way to delegate work within your Sogolytics account. You can create sub-users and assign them permissions for Projects, Directories, Contact Lists, Email Templates, Custom Dashboards, CX Dashboard, EX Dashboard, Saved Reports, Salesforce, File Library, Project Calendar, and Custom Text and Labels. This way, each sub-user only sees what’s relevant to their role.

Alongside permissions, you can also apply Data Visibility Rules. Permissions decide what a sub-user can open. Data Visibility Rules decide what they can see inside. For example, you can let a sales manager view a regional dashboard, but limit the responses they see to their own region. Together, the two work to give each sub-user the right level of access.

For example:
A sales manager and a corporate admin can both open the same Custom Dashboard. With Data Visibility Rules applied, the sales manager only sees responses from their region, while the corporate admin sees the full organization-wide view — all from the same dashboard, filtered automatically.

You may even have someone serve as a Workflow Manager, even if they don’t hold a Sogolytics account. This person receives an email when a sub-user is ready to publish a project and needs approval.

You’ll find User Management at the bottom left of the menu in Account Settings. From there, you can create and edit sub-users, set permissions, define Data Visibility Rules, and configure workflow approvals — all in one place. Once an account is set up, invite the new user by sending an activation email that includes login instructions.

Sub-user types

When you add a new sub-user, choose one of three user types based on the role they’ll play on your team.

User Type	Best for	What they can do
Sub-user	Team members and analysts	Access modules and features based on the permissions assigned to them. You can apply Data Visibility Rules to further restrict the records they see.
Sub-user (Admin)	Account owners and central administrators	Full platform access with administrator rights. Module-level permissions and Data Visibility Rules don’t apply to admin sub-users.
Report Viewer	Department heads, regional managers, external clients, franchise owners, and project-based stakeholders	Read-only access to dashboards and directories. Survey creation, distribution, settings, and administrative modules are not available.

A Report Viewer can’t be given administrator rights. The two are mutually exclusive.

What you can do from User Management

Create new sub-users, including Sub-user, Sub-user (Admin), and Report Viewer accounts.
Edit a sub-user’s details, change their user type, or delete the account.
Assign module-level permissions for each sub-user.
Define Data Visibility Rules to restrict the records each sub-user can see.
Set CX and EX Dashboard access at the tab and sub-tab level.
Set up Workflow Managers so sub-users get approval before distributing projects.
Create sub-users in bulk by uploading a pre-formatted Excel file.
Export a list of all permissions assigned to each sub-user.

Good to Know:

Data Visibility Rules don’t apply to admin sub-users. Admins always see full data.
You can apply Data Visibility Rules to a sub-user even before granting any module permissions. This way, when access is opened, the user only sees what they should — never anything outside their scope.
Sub-users you create will receive an activation email only if you choose to send it. You can also send activation emails later from the User Management page.

Introduction to User Management

Sub-user types

What you can do from User Management

Good to Know:

See also