Overview of the Permissions Section

⚠️ Who is this article for? This guide is for Entity Admins who manage user access in EngageRocket. If you cannot see the Permissions section in your navigation, you may not have admin-level access — contact your Entity Admin for help.

The Permissions section is your central control panel for managing user access in EngageRocket. It is divided into three tabs, each controlling a different aspect of what your users can see and do. Understanding how these tabs work together will make it much easier to set up the right access for each person in your organisation.

💡 Where to start: A user must be added in the Entity Users tab before you can configure their permissions in the other two tabs. Always start there when setting up a new person.

The Three Permission Tabs

1. Entity Users

This is your people directory — the complete list of everyone who has access to your EngageRocket account. Use this tab to invite new users, check the status of existing ones, reassign roles, or remove access. Every person who needs to log in to EngageRocket must be added here first. See how to invite and manage Entity Admin users.

2. Entity & Employee Permissions

This tab controls access to the foundational elements of your account — specifically, who can manage other users and roles, and who can view or edit your employee list. Think of this as the admin-level control panel. See the full guide to Entity and Employee permission settings.

3. Survey Permissions

This tab controls everything related to surveys and results. It is where you define who can create and manage survey projects and — crucially — who can see the analytics dashboard. This includes whether a user sees results for the entire organisation or just their own team. Dashboard Permissions are also configured here. See how to configure survey and dashboard permissions.

How User Roles Work

Every user in EngageRocket is assigned at least one role. A role is a set of permissions that defines exactly what the user can see and do across the platform. EngageRocket comes with default roles, and you can also create custom roles tailored to your organisation's needs.

• A user can be assigned more than one role — they will inherit the combined permissions of all roles assigned to them.
• Custom roles always start with no permissions. You must manually select every permission you want to grant.
• Permission changes take effect immediately — users do not need to log out and back in.

See how to create and manage custom user roles.

⚠️ Important: Only users with 'Edit Entity Permissions' access can manage the Permissions section. If you cannot see or access these tabs, contact your Entity Admin for help.

Something Not Working?

I cannot see the Permissions section in my navigation.

• Likely cause: You do not have admin-level permission to access this area.
• Action: Contact your Entity Admin to request the necessary access.

I made a permission change but the user says nothing has changed.

• Likely cause: The user's browser session has not yet refreshed to reflect the new permissions.
• Action: Permission changes apply immediately — ask the user to refresh their browser or log out and back in.

I'm not sure which tab to use for a specific setting.

• Action: Use this as a quick guide:
  • Inviting users or assigning roles → Entity Users tab — see guide
  • Managing who can edit the employee list or manage other admins → Entity & Employee Permissions tab — see guide
  • Managing who can create surveys or view dashboard results → Survey Permissions tab — see guide

Still Need Help?

If you have questions about how the Permissions section is structured, reach out to us at support@engagerocket.co and we'll be happy to assist!