Home Guides Setting up your crowd account

Setting up your crowd account

Last updated on Jan 31, 2024

Key point;

  • How to sign up

  • Understanding user roles and permissions

  • Why did Crowd implement such a system?

HOW TO SIGN UP

To get started with Crowd, the first thing you'll need to do is sign up for an account. Head over to our Sign-Up Page and fill in your details. Once you've completed the sign-up process, you'll have access to a wealth of user research tools and resources.

UNDERSTANDING USER ROLES AND PERMISSIONS

Crowd workspace system categorized users into different roles based on their permissions and functionalities. The primary user, known as the owner, has the highest level of control over the workspace. Owners can modify any aspect of it, invite or remove participants, and have exclusive rights like deleting the entire workspace. Those invited by the owner to collaborate can either be editors or viewers. Editors have the privilege to modify content, add observations, and, in some setups, may even invite viewers. However, they might lack access to more advanced configurations reserved for owners. On the other hand, viewers have read-only access to the workspace. They can observe and, depending on the system's design, might be able to provide feedback, but they cannot make direct changes or invite other participants. Implementing such a differentiated role system necessitates features like clear role indication, easy role management, audit trails, and integrated collaboration tools to ensure a structured and productive environment for all users.

Let's break down User roles and the permissions :

Owners:

Permissions:

  • Full Control: Owners can modify, delete, or configure any aspect of the workspace.

  • Invite/Remove Participants: Have the ability to invite other users and set their roles (either as an editor or viewer).

  • Change Roles: They can upgrade a viewer to an editor or downgrade an editor to a viewer.

  • Delete Workspace: The owner(s) can decide to close or delete the workspace.

  • View Observations & Feedback: Access to all feedback and observations made by any participant.

Editors:

Permissions:

  • Modify Content: They can make changes to the content or work within the workspace but might not have access to certain configuration settings or high-level functionalities reserved for the owner.

  • Add Observations: Can provide feedback, annotations, or observations, contributing to the evolution of the workspace.

  • Limited Invite: Editors are allowed to send email invites to participants.

Viewers:

Permissions:

  • Read-only Access: Can view the content within the workspace but cannot make any modifications.

  • Provide Observations: Depending on the platform's design, viewers might be allowed to provide feedback or observations but can't directly change the work in the workspace.

  • No Invite Permission: Typically, viewers don't have the right to invite other participants.

WHY DID CROWD IMPLEMENT SUCH SYSTEM

  • Clear Role Indication: Each user's role is indicated within the workspace, so all participants are aware of who has what permissions.

  • Easy Role Management: Owners have a simple and intuitive interface to manage user roles, adjust permissions, or remove participants.

  • Audit Trails: Especially since editors can modify content, it's essential to maintain an audit trail that logs who made what changes and when. This ensures accountability and provides a way to revert changes if necessary.

  • Feedback Loop: it creates a mechanism where observations and feedback from editors and viewers can be effectively communicated, categorized, and acted upon.

  • Notification System: Users will be notified via email of relevant activities in the workspace, like new observations, and changes made by editors and owners.

  • Access Control: Crowd ensures robust authentication and authorization mechanisms to prevent unauthorized access.

  • Collaboration Tools: Crowd currently has some integration tools like web integration and Slack to facilitate better collaboration among participants.