Client Role Administrators

There are three distinct Administrator roles in Recollective:  Analysts, Moderators and Clients. Client accounts are restricted to a limited, read-only access by default, but additional Permissions can be set at the study level.

Client administrators will have access to certain participant identifying information by default (such as profile pages and photos), but these Privacy settings can be further customized when privacy is a concern. 

The Client role can also be given to Translators (administrators who will be joining your Recollective site to provide live translations during Live Video Activities only) when facilitating multi-language projects.

In this article, we’ll cover the must-knows for managing Client Role Administrators on your site:

• Inviting new Clients
• Customizing Client Permissions
• Configuring Client Privacy Settings
• Controlling Client Visibility of Activities and Discussion Topics

How to Invite New Clients

Each Client will need to have their own account in Recollective. You can invite new Clients by following these steps:

1. Click on Invite New Admins
2. Select the Client role
3. Assign the Studies the new Admin(s) should have access to
4. Enter the Email Address(es) of the Admin(s)
5. Click Invite

This triggers an email invitation with a login button. Each Admin will create their account and login credentials upon accepting the invite.

It is also possible to create Client accounts manually and to send invitations to Clients who have existing accounts on your Recollective site. In this case, you can invite Clients using the Invite to Studies tab. 

How to Customize Client Permissions

In the event that your Client requires additional capabilities (such as the ability to observe live activities, view excerpts or run Reports), you can enable these Permissions from the Study Settings.

To customize Client Permissions:

1. Enable the desired options from the menu
2. Click Save

For Clients to be able to join the backroom of Live Video Activities, the Collaborate in Backroom permission must be enabled.

Client Permissions are uniquely configured in each Study. Be aware that permissions granted will apply to all Client role accounts that have been assigned to that particular Study. 

How to Configure Client Privacy Settings

Client administrators will have access to the participant Directory, Profile Pages and Profile Photos by default. Personally identifiable information (PII), such as Email Addresses and Profile Fields, is not included. Participant Identities will also appear to Clients as Username only by default, but these settings can be further customized as needed.

To configure Client Privacy settings:

1. Scroll to Clients
2. Use the Participants Identities drop-down to control how participants appear to Clients (e.g. ‘First name and last initial,’ ‘First name only,’ or ‘Unique ID only (“Participant 1234”))  
3. Enable or disable the desired Client access options as needed
4. Click Save

More information on these options can be found in our Study Settings: Privacy article. 

Controlling Client Visibility of Activities and Discussions

Each Activity and Discussion Topic is, by default, visible to Client observers. Access can be limited to only select Clients or hidden from Clients entirely. More information on limiting Activity and Discussion Topic visibility can be found here:

• Limiting Activity Visibility
• Starting a Discussion Topic