Access and Roles

Understand seats, roles, and what each one can do.

4 min readLast updated May 2, 2026HC-START-004

Seat types

OneSurvey uses three member seats plus elevated admin roles.

RoleCan do
ViewerRead sites, surveys, reports. No edits.
FieldCapture photos, complete assignments, edit elements on assigned sites.
FullCreate sites, build surveys, manage tickets across the org.
ManagerAll Full + invite users, manage clients.
OwnerAll Manager + billing, audit logs, organization settings.

How access is granted

  • Org-wide roles are set on the Users page.
  • Site-level access can be scoped by client or assignment.
  • Vendors can be invited as time-limited external users.

Best practice

Give people the minimum role they need. Promote them later when the work demands it — it's safer than over-granting up front.

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