The most common query on our helpdesk is:

"What's the difference between members and guests?"

Here we discuss our user roles, how our customers generally implement these roles, our feedback forms, and some frequently asked questions.

Marker.io user roles:

We present two feedback forms to your users:

Frequently Asked Questions.

A Public Reporter is anyone (without a Marker.io account) that can access the website where our widget is installed. By default, we allow Everyone to see the widget.

A Public Reporter will need to submit their Name and Email address when reporting to ensure that you can update them on feedback progress. They only need to submit their name and email once, as it will be cached on their browser.

If your Public Reporters are known users, for example, they already log into your website, you can programmatically pass their name and email credentials via our snippet code. This will ensure that they are not asked for any personal information when reporting feedback. See here for documentation on identifying your Public Reporters.

Public Reporters may be:

Public Reporters may:

We notify Public Reporters via email when:

Do you have some Public Reporters on your team?

Send them a link to our latest Public Reporter Guide.

If your Public Reporter has a lot of feedback, consider promoting them to a Guest. This will allow them to view our Guest Portal, where they can review their feedback. The Guest Portal includes screenshots, comments, and feedback status. It is ideal for keeping non-technical people in the loop without giving them full access to your internal tools.

The Guest Portal View

By default, your Guests can view each other's feedback to help reduce duplication. Note this setting can be changed at the project level:

Project > Settings > General > Feedback visibility > Guests can view and comment on feedback from other guests > Toggle off

Guests can be project stakeholders, including:

Usually, Guests do not have access to your internal project management tools.

Guests may be invited to your Marker.io account on a per-project basis.

We notify Guests via email when:

Do you have some Guest Reporters on your team?

Send them a link to our latest Guest Reporter Guide.

Team Members are users invited to join your team on an account-wide basis. Members will have access to your team's projects unless specified otherwise.

To change that setting: Your Project > Settings > People > Permissions > Switch off "All Members".

Members may include:

Members are typically your trusted work colleagues and can access your internal project management tools.

Members can:

We notify Members via email when:

Admin users are similar to Members with the addition of being able to edit advanced settings, including:

Generally, Admins are:

We provide two feedback form types, Guest Forms and Member Forms which you can make as simplified or as complex as you wish.

Guest forms are for Public Reports and Guests.

These user roles are generally less technical. We advise keeping them as simple as possible to ensure you do not overwhelm your users.

Member forms are for Members and Admins.

These user roles are generally more technical. We advise having these forms as complex as you wish.

Public Reporters & Guests are free and unlimited on all plans. They do not count against your plan's user quota.

Members and Admins count towards your quota.

See our pricing page for details.

There are several methods for inviting Guests to your account

Here are some ways to invite members to your account.

To upgrade a Guest to a Member, navigate to your Workplace/Account settings. People > Guests. Here is a direct link to your Guests.

Click on the "Guest" dropdown and select "Member".

To downgrade a member to a Guest, you need to be an Admin on the Marker.io account. The navigate to your Workplace/Account settings. People > Members. Here is a direct link to your Members.

Click on the "Member" dropdown and select "Guest".

Note: When you downgrade a Member to a Guest, you will need to give them per-project access. Go to each project where this guest needs to report feedback and invite them. Project > Settings > People

A quick example of adding a guest to a specific project:

If you lock some projects down to specific members, you can achieve this on a project level.

Project > Settings > People > Permissions

Switch off the "All members" toggle

This removes all members except for the person that set up this project. You can manually add any admin/members you wish to that project by clicking on "Invite users."

How do I remove people from my subscription is a common query on our helpdesk. Here we list some options depending on the user roles of the people you wish to remove:

To remove a Member from your account, navigate to Workspace settings > People > Members

https://app.marker.io/settings/team/members

Click on the X next to the Member you wish to delete

You will receive a warning asking you to verify the deletion. Once you are certain, click on Delete User.

To remove a Guest from your account, navigate to Workspace settings > People > Guest

https://app.marker.io/settings/team/guests

Click on the X next to the Guest you wish to delete

You will receive a warning asking you to verify the deletion. Once you are certain, click on Delete User.