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Conveo’s permissions system gives you complete control over who can access and modify your research. You can set organization-wide roles and share individual studies with specific people or teams

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Key Concepts

Study Sharing: Grant specific people or teams access to individual studies with different permission levels. Teams: Groups of users that can be granted collective permissions. Share once with a team instead of individually. (refer to Manage organization for more details on how to set this up) Permission Inheritance: Users get the highest level of access from any source - organization role, individual shares, or team memberships.

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Quick Reference

Study Sharing Roles:
  • Full access: Share, delete, edit, view
  • Editor: Edit and view
  • Viewer: Read-only
Automatic Permissions:
  • Organization admins get full access to everything automatically
  • Study creators get full access to their studies

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Sharing Studies

Grant specific permissions to individual studies beyond organization roles.

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Permissions

RoleViewEditDeleteShare
Full access✓✓✓✓
Editor✓✓✗✗
Viewer✓✗✗✗
  • Full access: Complete control including sharing and deletion
  • Editor: Edit topic guide and view results
  • Viewer: Read-only access
Automatic Full Access:
  • Organization admins (all studies in organization)
  • Study creators (studies they create)

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How to Share

  1. Open the study
  2. Click Share
  3. Enter email or select a team
  4. Choose role (Full access, Editor, or Viewer)
  5. Click Share
Best Practices:
  • Use Full access sparingly - only for those who need to manage sharing
  • Default to Editor for active collaborators
  • Use Viewer for those who just need visibility
  • Share with teams rather than individuals when possible, note that a team permission overrules an individual permission (see example)
User with Viewer individually + Editor via team = Editor access

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Troubleshooting

Can’t see a study you should access?
  • Verify you’re in the organization
  • Check if shared with you individually or via team
  • Confirm your organization role (Viewers see all studies)
Can edit but can’t share a study?
  • You have Editor access, need Full access to share
  • Ask someone with Full access to upgrade your permissions
Team members not seeing shared studies?
  • Verify they’re actually in the team (Settings → Organization → Teams)
  • Confirm study was shared with correct team
  • Try refreshing browser
Admin but can’t access a study?
  • Verify you’re an Admin (Settings → Organization → Members)
  • Confirm study belongs to your organization
  • Try refreshing browser
Can’t approve spend on billing account?
  • You need Approver or Manager access
  • Requester role can only request spend and view transactions

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Sharing Conversations

Conversations in Talk to Your Data (the AI assistant) support full sharing with privacy controls.

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Sharing Levels

  • Private: Only you (the owner) can access the conversation
  • Shared: Specific users or teams can view or edit
  • Organization-wide: Everyone in your organization can access

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How to Share

  1. Open any conversation in Talk to Your Data
  2. Click the Share button
  3. Choose who to share with (specific users, teams, or entire organization)
  4. Select permission level (Viewer or Editor)
  5. Click Share

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Making Conversations Private

To restrict access to a previously shared conversation:
  1. Open the conversation
  2. Click Share
  3. Remove users/teams or revoke organization-wide access
  4. The conversation returns to private (owner-only) access

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Permission Hierarchy

How permissions combine:
  1. Organization Role - Baseline access
  2. Study Sharing - Individual study access
  3. Team Membership - Collective team access
  4. Automatic Permissions - Admin & creator access
Final Access = Highest permission from any source
Need help? Contact [email protected]