Understanding user roles in Marker.io is essential for managing access and permissions within your team. This guide provides a detailed overview of each role and their specific use cases and permissions.

A Public Reporter is any person that can access a website where our widget is installed. They don't need a Marker.io account. They are your website users or clients who can provide feedback using the Guest Form. To maintain transparency, we notify Public Reporters via email about the status of their feedback. Public Reporters can also comment on their issues. You can find more about their role in our Public Reporter Guide.

To keep Public Reporters informed about the feedback progress, we cache their Name and Email in their browser after the first report. If these users are logged into your website or webapp, you can programmatically pass their credentials via our code snippet. This ensures that they aren't repeatedly asked for this information. For more details, please refer to our documentation on identifying Public Reporters.

Public Reporters may be:

Public Reporters may:

Public Reporters are notified via email when:

Feel free to edit these email notifications. See here for details.

Do you have some Public Reporters on your team?

Send them our Public Reporter Guide.

Sometimes, you may not require "Public reporters" to submit feedback. You can lock down the Marker.io widget to known users only.

Settings > Widget > Button > Logged in users only.

A Guest is a Reporter that frequently provides feedback. Guests can access the Guest Portal, which allows them to review their feedback, including screenshots, comments, and feedback status. This feature helps non-technical users stay updated without needing full access to your internal tools. If you have any Guests on your team, consider sharing our Guest Reporter Guide with them.

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 may 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.

Members of your team have access to all projects unless specified otherwise. These can be your project managers, QA testers, developers, designers, or anyone who needs a broader overview and more control over feedback and projects. Members can configure the widget, report via the Member Form, invite Guests, and have access to advanced features such as Console Logs and Session Replay.

Members generally have access to all of your team's projects. However, you can customize this access to grant permissions to specific individuals within a project.

See the below FAQ: How do I hide some projects from some members?

Members may include:

Members are typically trusted work colleagues who 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 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

Invite Members from your Workspace settings. Clicking your name on the top right will open up your Workspace settings. From there, you may add your Members. Here is a direct link to add your Members.

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".

Members generally have access to all of your team's projects. However, you can customize this access to grant permissions to specific individuals within a project.

To modify this setting, follow these steps:

By following this process, you can ensure that the correct individuals can access specific projects, enhancing security and collaboration within your team.

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 must give them per-project access. Go to each project where this guest must report feedback and invite them. Project > Settings > People

Removing 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 sure, 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.

What is a member?

What is a guest?

What is the difference between members and guests?