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User Types

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About User Types

Setting user permissions one account at a time can be tedious. As a brand administrator, you can quickly update and maintain permissions for many users at once by using user types. User types are sets of permissions that can be assigned to user accounts. Whenever you want to make a widespread permission change, just edit the user type and all associated user accounts will update automatically.

Creating a New User Type

  1. Navigate to the Admin page.
    Creating a user type, with the Create a New User Type button highlighted in the top right
  2. Select User Types.
  3. Click Create a New User Type.
  4. Name the user type and enable/disable permissions as desired.
    Creating a user type
  5. Click Save.

Deleting a User Type

To delete a user type, select Delete next to the desired user type.

Deleting a user type, with the Delete button highlighted on the right side

Setting a Default User Type

If your users are creating accounts via the self-enrollment feature, they will automatically be assigned a default user type. You can specify which user type will act as the default by checking the box under the Self-Enrollment column. The user type that has that box checked is the user type that will be assigned to self-enrolled users.

Setting a default user type by selecting the green checkbox on the left side of the user type

Assigning a User Type

Qtip: Changing the user type of a user will automatically update the user’s permissions without needing to manually change each permission.
  1. Navigate to the Admin page.
    Searching for a user
  2. Select Users.
  3. Search for the existing user by using any of the search criteria and filters (Username, First Name, Last Name, etc., as well as Division, User Type, and Account Status). You can use multiple criteria at once.
  4. Click on the username of the desired account.
  5. Click on the User Type dropdown list and select the user type you would like to apply.
    Selecting a user type for a specific user

    Qtip: If you would like to create a user type that isn’t a default Qualtrics user type, navigate to the Creating a New User Type section.
  6. Click Save.

Existing User Types

If you don’t feel like building every user type from scratch, Qualtrics has provided two primary ready-made user types:

  • Brand Administrator: The brand administrator is a special user type with the ability to edit administrative settings for the whole brand. Most users with access to the Admin page are Brand Administrators, with the exception of division administrators (which are a division setting, not a user type).
  • Standard Account / Qualtrics – Standard: This user type generally has access to all the features in the brand except administrative ones.
Qtip: The permissions of an existing user type cannot be changed. To customize a user type, you can create a new user type and select the appropriate permissions.
Qtip: These are not the only user types capable of the indicated functions. You can find a list of all possible permissions you can apply to a user type on the User, Group, & Division Permissions support page.

Specialty User Types

The following pre-made user types are used only for the corresponding premium software.

  • CX Administrator: These users have the permission Manage CX Users enabled, meaning they can administrate ticket settings usually reserved for brand administrators, roles, and CX dashboard users without being a Brand Administrator. These users do not have access to the Admin page, but do have access to the User Admin tab of a dashboard project.
  • Employee Insights Admin: Users assigned to this type can work on Employee Experience projects, can be participants/dashboard users, and have access to global employee directories. These users do not have access to the Admin page. See Administration (EX) for more information.
  • EX Administrator: Users assigned to this type can work on Employee Experience projects, can be participants/dashboard users, and have access to global employee directories (as represented by the Access Directories permission). These users do not have access to the Admin page. See Administration (EX) for more information.
  • Participant: Users assigned to this type take 360 or EE surveys and view dashboards. These users are created automatically when you add users in the Participants section of your Employee Experience project. See Administration (EX) for more information. If you use CX Dashboards, then users will be assigned the participant user type when you add people in the Users tab of a dashboard and do not specify a user type.
  • Vocalize User: Users assigned to this type are dashboard viewers who can use CX Dashboards, but not build Survey Platform Projects.
    Qtip: If your brand has access to CX Dashboards, the Standard Account user type has access to CX Dashboards.