At Marker.io, we recognize the importance of clear communication and collaboration in the feedback process. Our platform is designed to foster interaction and cooperation among different user roles, ensuring that feedback is seen and acted upon effectively.
User Role Summary
Public Reporter: A role designed for simplicity, allowing users to submit feedback and follow its status. Though limited in interaction, it ensures that every voice is heard.
Guest: This role encourages collaboration by allowing guests to see and review feedback from others, reducing duplication and fostering a clearer understanding.
Member: Members are at the heart of the feedback process, with access to advanced details and tools. They play a critical part in coordinating tasks within the team, making them key players in effective communication.
Admin: Admins have extended control, ensuring the platform settings align with the team's collaboration needs.
User roles in detail
Public Reporter Role
A Public Reporter submits feedback using a simplified Guest form that requires basic information. They can access their own feedback pages, and view basic details and comments, adding additional comments and uploading files where needed. Their engagement is primarily through email notifications updating them on additional comments and their feedback status.
Public reporter notifications
We notify Public Reporter via email when
They submit feedback
They receive comments on feedback
Their feedback is resolved
These notifications can be edited.
Here are some sample communications
Notification after submitting feedback
Notification after receiving a comment
Notification about feedback being resolved
Reopen Feedback Whenever Needed
Your Public Reporter can reopen their feedback page at any time through any of the links provided in the emails above. This allows them to stay updated on the status, add further comments, and attach relevant supporting files as needed. This feature ensures continuous engagement and provides an opportunity for more detailed and constructive feedback.
Disable the Public Reporter Role
If you wish to restrict the feedback submission to known users only, you can disable the "Public Reporter" role. To do this, navigate to: Settings > Widget > Button > Logged in users only
Guests play a more interactive role. They can see and review feedback from other guests and Public Reporters on the same project, helping to reduce the duplication of feedback reports. Guests can interact on feedback pages by adding comments and uploading additional files, fostering clearer understanding and collaboration. They are also kept updated on their feedback progress through email notifications, and these notifications may be edited.
Once you invite a guest to your project, they will receive an email notification, complete a short form and get access to the guest portal.
Guest Portal - Enhanced Visibility
The guest portal offers guests an accessible overview, allowing them to track all feedback submitted by themselves or others. They can monitor feedback status and review comments from relevant team members, fostering transparency and collaboration.
Additionally, guests can reopen feedback pages within the Guest Portal at any time. This feature enables them to add further comments and attach supporting files as needed, ensuring continuous engagement and more detailed feedback. It's a streamlined approach that keeps guests informed and actively involved in the feedback process.
Members can create new projects and access all project details and feedback pages, offering a panoramic view of all ongoing feedback. Their role is enriched with an advanced member form for reporting feedback, enabling a more profound and sophisticated interaction with the feedback process.
With access to intricate feedback details such as console logs, network requests, and session replay videos, members gain extensive insights vital to understanding and responding to feedback. This access positions them as critical components in the feedback loop, enhancing the overall quality and responsiveness of the process.
Furthermore, members often have access to internal project management tools, aligning them as key players in task coordination within the team. Their comprehensive oversight and ability to connect various elements of a project make them indispensable in ensuring smooth communication and collaboration, reinforcing the efficiency and effectiveness of the team's workflow.
Members can create new projects and access all project details and feedback pages, providing a comprehensive view of ongoing feedback.
Members can access intricate feedback details like console logs, network requests, and session replay videos, offering extensive insights that are vital to the feedback process.
Admins are advanced Members with additional access to billing and branding details, allowing for extended control over the platform settings.
Marker.io provides two types of feedback forms, catering to the different user roles:
Guest Forms: These forms are designed for Public Reporters and Guests, who are generally less technical. We recommended keeping these forms simple to ensure reporters are not overwhelmed.
Member Forms: These forms are designed for Members and Admins, who are generally more technical. These forms can be as complex as necessary, accommodating these users' advanced feedback.
Billing & Branding
Own Feedback Only
Marker.io's user roles and feedback forms are thoughtfully designed to enhance communication and collaboration within your team. By choosing the roles that best match your collaboration and visibility requirements, you can create a feedback process that is efficient, clear, and highly interactive.