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User roles and permissions

KnoCommerce lets you invite teammates with different levels of access so the right people can view data, manage surveys, or handle billing without giving everyone full admin control.

Updated this week

This article explains:

Inviting a new user

To invite a teammate, follow the steps in our Account users help article, which walks through how to:

  • Open the Account users page

  • Send an invite

  • Choose a role for the new user

Once you are familiar with how to invite users, use this article to decide which access level each person should have.

Tip: If someone only needs to see survey results, give them Reports access, not Surveys. Survey access lets them edit surveys.

Permission types

When you pick Custom as the role, you can select from the permissions shown in the dropdown.

Tip: If someone only needs to see survey results, give them REPORTS access, not SURVEYS. Survey access lets them edit surveys.

1. SURVEYS

  • Create, edit, and delete surveys

  • Change survey questions and logic

  • Publish or unpublish surveys

Use for: teammates who should build or manage surveys.

If someone should not be able to change surveys, do not give them this permission.

2. REPORTS

  • View survey responses and dashboards

  • Explore insights and performance

Use for: people who only need to analyze survey data (for example, analytics, leadership, client teams).

For view only access to responses, grant REPORTS without SURVEYS.

3. SEGMENTS (Audiences)

  • Create and edit audiences

  • Control which customers see which surveys when combined with SURVEYS access

Use for: marketers or strategists who manage audience targeting rules.

4. EMBED

  • View and manage embed settings

  • Access embed scripts or instructions for installing surveys on site

Important: Embed is only used for non-Shopify post-purchase setups, such as:

  • Custom post-purchase pages

  • Shopify landing pages that are outside of checkout or the default Thank You page

Use for: developers or technical marketers who handle these custom or non-checkout implementations.

5. INTEGRATIONS

  • Connect or disconnect integrations (Shopify, Klaviyo, and others)

  • Change integration settings

Use for: marketing ops or devs who manage data connections.

6. ACCOUNT

  • Manage general account settings (name, time zone, basic configuration)

Use for: main account owners or operations leads.

7. BILLING

  • View and update billing information

  • Change plans, payment methods, and see invoices

Use for: finance or whoever manages subscriptions.

8. USERS

  • Invite new users

  • Change roles and permissions

  • Remove users

Use for: admins who should control access.

9. API_CLIENTS

  • Create and manage API clients and keys

  • Control access to the KnoCommerce REST API

This permission is specifically for working with our REST API, not for third-party integrations. Learn more in our REST API documentation.

Use for: developers or technical owners who build against the API.

Common setups

Here are a few helpful patterns:

  • View only (see responses, no editing)

    • Give: REPORTS

    • Do not give: SURVEYS

  • Marketer / CX owner

    • SURVEYS

    • SEGMENTS

    • REPORTS

  • Developer/tech implementer

    • EMBED

    • SURVEYS

    • INTEGRATIONS

    • API_CLIENTS

    • REPORTS (optional, if they should see data)

  • Finance/ops

    • BILLING

    • ACCOUNT

    • REPORTS (optional)

  • Full admin

    • All permissions

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