Roles: owner, researcher, moderator and client

Every person in a workspace has one role. The role decides which pages they see and what they can change. Owners see every study. Everyone else sees only the studies an owner gives them.

You choose the role when you invite someone, and you can change it later. See Invite your team.

Owner

Owners run the workspace.

• They see every study and every page of it.
• They have Settings: Team, Email, AI and Billing.
• They can do everything a researcher can do, on every study.
• Only owners can delete a whole study.
• They must use two-factor sign-in.

A workspace always has at least one owner.

Researcher

Researchers set up and run their studies.

• They can create new studies. A researcher who creates a study is added to it automatically.
• On their studies they can edit the study details and change the status: Go live, Pause, Resume, Close the study and Reopen.
• They work on the consent form, tasks, translations and participants. They add, import, invite and edit participants, and can delete a participant and their data.
• They see participants' email addresses and phone numbers.
• They can do everything a moderator can do.
• On the Highlights page they can rename, merge and remove tags across the study.
• They can download the original file of a video, photo or voice note that could not be converted for playback.

Moderator

Moderators review responses and talk to participants on their studies.

• They see the Overview, Tasks, Participants, Responses, Highlights, Messages and Downloads tabs. They do not see Consent or Translations.
• Tasks and Participants are read only. In the participant list they see codes and names, but not email addresses or phone numbers.
• They add and remove tags on entries, and add and remove highlights.
• They message participants, including Ask a follow-up on an entry.
• They can use Export CSV and Download files.
• They cannot create studies or change study details.

Client

Clients follow the results of their studies.

• They see a short overview of each of their studies, plus Responses and Highlights.
• Everything is read only. They cannot add tags or highlights, export, or message participants.
• Participants always appear as codes, such as P001.

See Give your client access.

How participants appear

In Responses and Highlights, participants appear by code. If a study is set to show participants as First names, owners and researchers see the code with the first name. Moderators and clients still see codes only.

Message emails

When a participant writes a message, Zolensa emails the owners and the researchers and moderators of that study. Clients do not get these emails.