User Roles

Marker.io User Roles

Joe Scanlon avatar
Written by Joe Scanlon
Updated over a week ago

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.



User Roles Overview

  • Public Reporter

  • Guest

  • Member

  • Admin


User Roles in Detail

Public Reporter

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.

Handling Public Reporter Personal Information

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:

  • Users of your web app/site.

  • End users of a website you have developed for your agency clients.

  • Non-technical users.

Public Reporters may:

  • Submit feedback on the Guest Form [more on Forms later].

  • See issue status updates.

  • Add comments and upload files to expand on their Feedback.

Public Reporter Email notifications

Public Reporters are notified via email when:

  • A Public Reporter submits new feedback.

  • Anyone comments on feedback they've reported or commented on.

  • Their issue has been marked as Resolved.

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

Public Reporter Guide

Do you have some Public Reporters on your team?

Send them our Public Reporter Guide.

Is there a way to disable "Public Reporter"?

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.


Guests

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:

  • Clients

  • Beta testers

  • End-users

  • Any other non-technical tester

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.

Guest Email notifications

We notify Guests via email when:

  • Anyone comments on feedback you've reported or commented on.

  • Their issue has been marked as Resolved.

Guest Reporter Guide

Do you have some Guest Reporters on your team?

Send them a link to our latest Guest Reporter Guide.


Members

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.

Members may include:

  • Internal Project/Product managers setting up Marker.io

  • QA Testers

  • Developers

  • Designers

  • Advanced reporters

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

Members can:

Member Email notifications

We notify Members via email when:

  • Anyone comments on feedback they have reported or commented on.


Admins

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

  • Branding | Add a company logo. Remove "Powered by Marker.io."

  • Price Plans | Select, Upgrade & Downgrade price plans.

  • Billing | View all past invoices, and edit billing info.

Generally, Admins are:

  • Project managers.

  • Product managers.

  • Members of the finance and procurement teams.


Feedback forms

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

Guest form

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 Form

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.


FAQ

How do I invite Guests to my account?

There are several methods for inviting Guests to your account

  1. Upgrade a Public Reporter to a Guest.

    If a Public Reporter has already submitted some feedback, you can invite them as a Guest directly from the feedback they submitted.

  2. Invite a Guest from within a project. Project Settings > Invite.

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

    Note: If using this method, you need to specify the project you want to add the Guest[s].


How do I invite Members to my 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.

Note, you can invite members by sending them an invite link also, in Settings > People > Members > Copy invite link and send this to your team to invite them.


How do I upgrade a Guest to a Member?

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".

Note: Members have access to ALL projects by default. If you wish to hide some projects from some members - see the next section below πŸ‘‡


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How do I hide some projects from some members?

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:

  1. Navigate to the project you want to manage.

  2. Click on the "Invite" option.

  3. Deselect "WorkSpace members" to reveal a list of individual team members.

  4. You can choose exactly who needs access to this project by selecting the appropriate names.

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


How do I downgrade a Member to a Guest?

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


How do I remove people from my account?

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:

How to remove a Member from your account

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

How to remove a guest from your account

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

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.


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