Roles and permissions

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Pristo CX has three roles: account admin, program admin and program user. An account admin gives every user one role and, for program admins and program users, the programs they can open. You set both in Account settings under Users.

Summary

Role	Programs they can open	In short
Account admin	Every program in the account	Manages users, billing and every program
Program admin	The programs an account admin chooses	Manages those programs, including their dashboards and who sees them
Program user	The programs an account admin chooses	Views responses, the population and shared dashboards, and handles alerts

A user has one role in an account. A program admin is a program admin in every program they have, and a program user is a program user in every program they have.
A person who belongs to more than one account has a separate role in each.
The account owner, marked Owner in the user list, keeps their role. Nobody can change it or deactivate them.

What each role can do

The program rows apply in the programs the user can open.

Task	Account admin	Program admin	Program user
Open Home, Responses and Alerts	Yes	Yes	Yes
View responses and open a response’s details	Yes	Yes	Yes
Add a response, preview it in the form, delete it or restore it from Trash	Yes	Yes	No
Export responses under Export	Yes	Yes	No
Change an alert’s status and add notes	Yes	Yes	Yes
Create and edit alert rules under Alert configurations	Yes	Yes	No
Open dashboards	All, including drafts	All, including drafts	Published dashboards where they are a viewer
Create, edit, publish and delete dashboards, and choose their Viewers	Yes	Yes	No
View the population: contacts, activities and imports	Yes	Yes	Yes
Import contacts and activities, and add or edit contacts and attributes	Yes	Yes	No
Create questionnaires, edit them in the form builder and share them	Yes	Yes	No
Create and run distributions	Yes	Yes	No
Set up Insights	Yes	Yes	No
Manage Assets, Data retention and API keys	Yes	Yes	No
Rename programs	Yes	No	No
Invite users, change their role and programs, and deactivate them	Yes	No	No
Change General, Distribution channels and Billing settings	Yes	No	No
Upgrade the plan	Yes	No	No

Plans limit some rows for every role: the population needs a paid plan, API keys need the Standard or Pro plan, Insights works only on the Pro plan, and the Distributions page appears only on the Pro plan. Program admins and program users who reach a plan limit see To upgrade the plan, ask your account admin. See Plans and limits.

Emails also follow roles:

Only account admins get the First response received and Response limit reached emails, even if other users turn them on.
An alert rule can email only active users who can open its program. See the alert email.

Users without program access

A program admin or program user who has no program sees only You have no program access yet and You have not been given access to a program yet — ask your account admin. The main menu is hidden. The header still works, so they can open their user settings, get help or log out. An account admin fixes this with Edit access; see Manage who can use a program.

A deactivated user cannot open the account and sees This account has been deactivated. If they belong to another organization, they can switch to it.

How a role is given

Invite users

Select your profile picture, then Account settings.
Select Users, then Invite.
Type or paste the email addresses, separated by commas or Enter.
Choose a Role. For a program admin or a program user, choose at least one program under Programs.
Select Send invites.

The invitations appear under Pending invites with their role and programs. The dialog starts with Program user, and when the account has one program it is already chosen. Each person gets an email in your interface language. Someone who is new to Pristo creates a user from the link, and an existing user joins the account. The pending invitation menu has Resend and Delete. A deleted invitation’s link stops working. Invite users has the details.

Change a user’s role or programs

In Account settings, Users, Active users, select the three-dot menu on the user’s row.
Select Edit access.
Change the Role or the Programs, and select Save.

The user gets the new access the next time they open or reload the app. A program user who loses a program is also removed as a viewer of that program’s dashboards. The same menu has Deactivate and Activate. You cannot edit your own access or the account owner’s. Manage who can use a program has the details.

Invite limits

Limit	Value
Addresses in one invite	Up to 20, and no more than the seats left on your plan
Seats	Active users plus pending invitations cannot be more than your plan’s user limit. Deactivated users do not use a seat
Reactivating a user	Needs a free seat on the plan
Each address	A valid address of up to 250 characters, not already invited and not already a member
Programs	A program admin or program user needs at least one program
Resend	Once every 24 hours, and not after the invitation is accepted

Troubleshooting

The Invite button is disabled. Your plan’s user limit is reached, and the page says: You have reached the limit for maximum users under your current plan. To add someone, deactivate a user, delete a pending invitation or upgrade the plan.

An invitation fails because an address is already invited or a member. Pristo CX lists those addresses. Remove them and send again. To change a pending invitation’s role, delete it and invite again.

Edit access is missing for a user. It is hidden for your own row, the account owner and inactive users.

A program user cannot see a dashboard. Program users see only published dashboards where they are a viewer. A program admin or account admin adds them under Viewers on the dashboard; see Share a dashboard.