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titleTABLE OF CONTENTS
Table of Contents

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Rights Related to Project Management


Right

Read

Write

archive_project

With read rights, you can archive projects and use the archive.


chg_url


With write rights, you can change the URL of a project

cr_language


With write rights, you can create a new language.

cr_project


With write rights, you can create or copy new projects and change the basic characteristics of a project. Furthermore, write rights for cr_project are a necessary requirement for granting project import with import_project.

ct42partadm

With read rights, you can view the participants list in participant administration. Furthermore, you gain access to data import.

In EFS Survey Status, you gain access to respondent export

With write rights, you can create, edit or delete participants.

del_project


With write rights, you can assign the status “erasable” to projects. Please note: The status “erasable” has been removed. Therefore, this right is currently without effect.

export_with_lfdn

With read rights, you can access and use the combined export of participant and result data in personalized surveys. You can also view the combined data in the menu Statistics → Detail view.
Furthermore, when exporting the project, you may optionally include the result data, e.g. if a project needs to be moved to another EFS installation.


import_project

With read rights, you can import
projects. Please note: write rights for cr_project are a necessary requirement.


print_survey

With read rights, you can print the survey.


protect_questions

With read rights, you can view and export the results of protected questions

With write rights, you can mark questions as “protected”.

quotation_admin

With read rights, you can check the quota statistics in the Field report.

With write rights, you can use quotas

r_without_deleting

With read rights, you can access the option “Reset without deleting survey data” in participant administration


show_dispcode

With read rights, you can view and export the disposition code of survey participants. In a personalized survey, the disposition code is shown in participant administration. In a panel survey, it is shown in the respective sample on the tab “Sample contents”.


show_export

With read rights, you can access
the Export menu of specific projects.


show_source

With write rights you can use the edit source code button of the visual editor in the questionnaire editor.


Rights Related to Mail Dispatch Functions


Right

Read

Write

mail_admin

With read rights, you can access the overviews of existing mail templates in the projects and in the Libraries module. The Mail report in projects and in the Options module offers an overview on dispatch processes in areas you’re authorized to access (without read rights, you can only access your own dispatch processes in Mail report).

With read and write rights, all features for editing mail templates are available and you can also access new mail templates.

mail_admin_panel

With read rights, you can view the panel mailings in options > mail report.

mail_admin_portal

With read rights, you can view the portal mailings in options > mail report.

mail_admin_system

With read rights, you can view the system mailings in options > mail report.

mail_attachment

With read rights, you can use attachments when sending mails.


mail_cc

With read rights, you can define the additional recipient options CC and BCC in mail templates and mail dispatch processes.


mail_email_mailadmin

With read rights, you can view the e-mail addresses of mails in the mail report.


mail_email_preview

With read rights, you can view the recipients’ e-mail addresses in the mail preview.


mail_passwords

With read rights, you can see the plain text passwords of participants or panelists when previewing mails.

Please note: In employee surveys, the passwords are in general not visible.


mail_reply

With read rights, you can define the additional options “Reply-To”, “Return-Path” and “Read confirmation” in mail templates and mail dispatch processes.


options

With read rights, you can access the menu Libraries → Mail templates → Mail sender


sms_delivery

With read rights, you can send sms as long as sms module is active.


Rights Related to Statistics and Reporting Functions


Right

Read

Write

config_fieldreport

With read rights, you can restrict field report, online statistics and open-ended answers to a variable which you can define yourself (Configuration button in the respective menus).


data_cleaning

With read rights, you can access the data cleaning.


detail_view_edit


With write rights, you can edit the result data

export_code

With read rights, you can export
the participants' access code in the respondent export on EFS SurveyStatus.


geolocation

With read rights, you can activate the collection of geolocation information and provider data in a project, derived from participants IP addresses. You can access these participant data in the menu "Statistics" -> "Detail view" and via export.

ip_addresses

With read rights, you can activate the determination of hostname and IP address for a project. You can access the hostnames and IP addresses of survey participants in the menu Statistics → Detail view and via export. Furthermore, you can change your own preferences for hostname determination in new projects.

Please also refer to the notes on the availability of hostnames and IP addresses in Chapter


participant_details

With read rights, you can activate in a project the collection of extended device information of participants, derived from the browsers user-agent information. You can access this participant data in the menu "Statistics" -> "Detail view" and via export.

quality_correction

With read rights, you can use quality correction (Menu Statistics→ Quality correction).


report_erase_data

With read rights, you can delete the results for selected survey variables for individual or for all participants (Menu Statistics → Detail view and Statistics → Delete data).


report_onlinefiles

With read rights, you can access the uploaded files.

report_onlinerep

With read rights, you can access the open-ended answers (Menu Statistics → Open-ended answers).


report_onlinestat

With read rights, you can access
the submenu Online statistics in the menu Statistics.


report_reporting


With write rights, you can accessEFS Reporting +.

report_testdata

With read rights, you can access the participants’ survey results
(Menu Statistics → Detail view).


report_view_fieldrep

With read rights you can view the field report (menu Statistics).

If a user has neither this nor one of the rights report_erase_data,
report_onlinerep, report_onlinereportreport_onlinestatand report_testdata which are described above, then the link to the Statistics menu will be hidden.


reporting_configuration

Allows access to the Reporting+ configuration area in the platform cockpit. For making changes write access is required.

reporting_configuration_org

Allows access to the Reporting+ configuration area in the organization configuration.

reporting_plus_only

With read right the user can access ONLY the project list with links to Reporting

stat_split

With read rights, you can split field report and online statistics.



Rights Related to User Administration Functions


Right

Read

Write

chg_grp_acl


The Rights of the team(whole system) link is displayed.

cr_area_fm


With write rights, you can assign or change the access rights to the area EFS Secure Exchange.

cr_area_mobile_guii


With write rights, you can assign or change the access rights for EFS Mobile Access.

cr_area_report


With write rights, you can assign or change the access rights to the area EFS Survey Status.

cr_area_translations


With write rights, you can assign or change the access rights to the area EFS Translator Interface.

cr_area_www


With write rights, you can assign or change the access rights to the EFS admin area.

cr_teamaccount


With write rights, you can create new
user accounts

groupadmin

With read rights, you can view all teams, including teams you are not a member of.

With write rights, you can edit teams (except the team “System Administrator”) and assign object rights (e.g. for projects, reports etc.) to all teams. Furthermore, you can edit the account data of team members. When you create a new project and have write rights, you can assign all existing teams to it, and not only the teams that you are a member of.

org_groupadmin

With read rights, you can access the account data of your own organization’s users.

With write rights, you can administrate all users of your own organization (e.g. create accounts, edit account data or delete accounts).

orgadmin


With write rights, you can edit the
accounting organizations on this installation in the Users→ Organizations menu. Additionally, you can change the assignment of users and projects to organizations.


Access Rights


Right

Read

Write

category_management

With write rights, you can manage categories.

create_macro


With write rights, you can define new macros and assign the rights to execute them.

create_project_cat


With write rights, you can create new folders for the project list.

domain_redirection

With read rights, you can configure domain redirections.

With write rights, you can add further domains.

exchange_teams

With read rights, you can view the history of the exchange platform.

With write rights, you can create exchange teams

odg_template_configuration

With write rights, you can define ODG templates.

platform_cockpit

With read rights, you can access the platform cockpit (menu Options → Platform cockpit).


questiontype_editor

With write rights, you can access the "Question type editor".

receipt_admin

With read rights, you have access to the receipt admin.

reportlist

With read rights, you can access the field overview in the Projects module.

Furthermore, if you want to authorize users to access reports or automated exports via EFS SurveyStatus, these read rights are required as well, in addition to read rights for the respective report or export file.


show_scala

With read rights, you can access the scale library.


upload_media_file

With a disabled write right and high security mode on, you are not able to upload images into the media library anymore.

webservice_conf


With write rights, you can activate and configure web services

whois

With read rights, you can see the active users in the system.

With write rights, you can also see which parts of the software the users are currently working in.

Rights Related to EFS Leadership Functions


Right

Read

Write

access_restrictions


With write rights, you can access the Access restrictions tab.

leadership_report_
manager_download

With read rights, you can download reports on the Report Manager
tab.


loft_detail_view

With read rights, you can access the statistics of current and completed feedback processes. It shows for each process how many respondents are involved


loft_export_anonym

With read rights, you can export anonymous result data in multisource
feedbacks.


loft_export_combined

With read rights, you can export address and result data in multisource feedbacks.


loft_fbcenter

With read rights, you can change the type of the external view.

With write rights, you can change the settings on the other tabs in the Process configuration menu and in the Feedback center menu.

loft_peergroups

With read rights, you can edit peergroups.


loft_report_extern

With read rights, you can open the Report definition menu and edit
external reports.


loft_report_intern

With read rights, you can open the Report definition menu and edit system-generated reports.


loftpartadm

With read rights, you can view the participant list in multi-source feedbacks. With write rights, you can edit the participant list in multi-source feedbacks.

report_360_dl

With read rights, you can download reports in multi-source feedbacks.


view_loft_passwd

With read rights, you can view the passwords in the participant administration of multi-source feedbacks.


Rights Related to EFS Employee Functions


Right

Read

Write

ac_variable_editor

With write rights, you can edit the Action Planner variables.

ac_workflows

With write rights, you can edit the Action Planner workflows.

employee_access_restrictions


With write rights, you can access the Access restrictions tab.

employee_ehr_reporting


With read or write rights, you have access to the area HR reporting.

employee_report_extern

With read rights, you can open the Report definition menu and edit external reports.


employee_report_intern

With read rights, you can open the Report definition menu and edit system-generated reports.


employee_report_manager_download

With read rights, you can download reports on the Report manager
tab.


employee_self_assignment


With write rights, you can access the Self-allocation menu.

employee_user_impersonation

With read rights, you can use the impersonation buttons within the orgprocessor user management of employee surveys.

es_org_manager

This right allows to control basic functionalities of the Org Processor. With read rights, you can configure the Org Processor in the "Org Processor"->"Options" menu. You can view and edit all units in the organizational structure.

org_phase_admin


With write rights, you can change the project phases

org_role_admin


With write rights, you can change the roles.

Rights Related to EFS People Functions


Right

Read

Write

create_reg_code_cat


With write rights, you can administrate
categories for ways of entry in the
panel.

listnew

With read rights, you can access the Candidates menu and the duplicates check


panel_add_account


With write rights, you can add individual panelists in the panelists administration.

panel_config


With write rights, you can configure
Panel tracking and Capacity filters in the People → Panel configurationmenu. Access to the other functions in this menu is controlled by dedicated rights.

panel_dupcheck


With write rights, you can configure the duplicates check for the panel.

panel_external_surveys


With write rights, you can administer external studies and participations.

panel_log


With write rights, you can export the log file of those panelists who have left the panel but still have bonus points.

panel_quotas

With read rights, you can view panel quota cell values.

With write rights, you can edit panel
quotas.

panel_recodes


With write rights, you can create, edit or delete recoding variables.

panel_send_private_message


With write rights, you can post private messages to the inbox of panelist groups via the menu People →Contacts → Messages

panel_status

With read rights for "panel_status" and additional read rights for
"panel status", you can access the menu People → Statistics → Way of entry statistics.

With write rights, you can manage the panel statuses in the People configuration → Panel status menu.

panel_update_rule

With read rights, you can access and manage the update rules of the panel.

A necessary requirement is read rights for panelgrp_admin, i.e.
access to the panel’s group management.


panel_view_private_message

With write rights, you can view the panelists' private messages.

panelbonus

With read rights for this ACL right, you can access the Bonus systemmenu.

With write rights, you can grant bonus points to individual panelists or panelist groups.

Depending on the menu in which you want to grant the bonus points, you might need additional rights, e.g. access rights for the Panelistsadministration or for the Groupsmenu.

panelemail


With write rights, you can send mails and you have access to the panel’s contact request list (People→ Contacts).

panelexport

With read rights, you can export panelists.


panelgrat

With read rights, you can access the prize draw system and create prize draws.


panelgrp_admin

With read rights, you can access the group administration of the panel (Menu People → Groups).


panelimport


With write rights, you can import panelists.

panelmasterdata


With write rights, you can access thePeople → Master data menu.

panelprom

With read rights, you can run tella-friend campaigns.


panelstats

With read rights, you have access to the statistics of the master data.


panelstatus

With read rights, you can view panel information after logging in. Without these rights, only information on active projects will be displayed.

To gain access to the menus Website log and Session statistics, you have to combine read rights for "panelstatus" with read rights for "panelstats". To access the Way of entry statistics, please combine read rights for "panelstatus" with read rights for "panel_status".


pci_admin


With write rights, you can administer the conditions and codes for the PCI calculation
in the Panel configuration
→ PCI configurationmenu.

reg_code

With read rights, you can access the menu People → Panel configuration → Ways of entry.


sample_access

With read rights, you can access and edit existing samples in panel survey.

With write rights, you can create additional samples.

search_panel

With read rights, you can access the panelists administration.

With write rights, you can annotate panelists.


Rights Related to People CMS Functions


Right

Read

Write

add_website

With read rights, you can create new languages in the panel CMS.

With write rights, you can also create add new websites.

board_admin

With read rights, you can administer forums in the Websitemodule.

With write rights, you can export the posts of a forum. Furthermore, you can see and create forum discussions in the Projectsmodule.

mod_panelsite


With write rights, you can enter the module Website, which contains the Panel CMS.

news_admin

With read rights you can edit the panel news.


panel_blog_admin

With read rights, you can administer panelist blogs.

With write rights, you can export the posts of a blog.

panel_chats

With read rights, you can administer chats.

With write rights, you can export the posts of a chat.

panel_cms

You need both read and write rights to access the panel CMS.

You need both read and write rights to access the panel CMS.

panel_cms_publish

With read rights, you can publish pages and set pages offline in the panel CMS.

With write rights, you can activate and deactivate websites and language versions.

panel_cms_tests

With read rights, you can check websites and language versions for common issues in the panel CMS.


panel_content_export

With read rights, you can export the content of panel websites in Excel files.

With write rights, you can import modified content back into the Panel CMS.

panel_custom_item


With write rights, you can manage the tasks displayed in the panelists’ todo lists.

panel_download


With write rights, you can administer download lists.

panel_facebook _config_global


With write rights, you can edit the global
Facebook configuration.

panel_facebook _config_local


With write rights, you can edit the local Facebook configuration.

panel_img


With write rights, you can access the media library of the panel to view existing media or upload new media.

panel_incentive

With write rights, you can manage bonuses, bonus categories and voucher code lists in the module "Website".

panel_messages

With read rights, you can administer discussions.

With write rights, you can export the posts of a discussion.

panel_online_editing


With write rights, you can edit the panel website directly in the preview.

panel_quickpolls

With read rights, you can administer quick polls.

With write rights, you can export quick polls.

panel_subscription_admin

Write read rights, you can administer external feed subscriptions.


panel_taxonomy

With read rights you can manage the taxonomy.

panel_trigger

With read rights you can manage panel triggers.

panel_website_forms

With read rights, you can access the website forms.


panel_website_messages

With read rights, you can access the website messages.


panel_website_placeholders

With read rights, you can access the website wildcards



Rights Related to Panel Data Protection


Right

Read

Write

export_panelists

With write rights, you can export address data of panelists in the export menu.


export_ppasswd

With read rights, you can export the passwords of the panelists.


panel_email_bonus

With read rights, you can view the e-mail addresses of the panelists in the bonus system.

Please note that this right does not affect the e-mail addresses contained in the bonus points log: if you do not want users to access them, rights for “panel_log”
should be revoked.


panel_email_contacts

With read rights, you can view the e-mail addresses of the panelists in the contacts management system.


panel_email_export

With read rights, you can export the e-mail addresses of panelists with the panel data export.


panel_email_gratification

With read rights, you can view email addresses of panelists in the edit dialog of prize draws.


panel_privacy_groups

With read rights, you can view the e-mail addresses of panelists in the edit dialog of panel groups.


panel_email_promotion

With read rights, you can view the e-mail addresses of panelists in the edit dialog for campaigns.


panel_emailprivacy_sample

With read rights, you can view the e-mail addresses of panelists in
samples of panel and master data surveys.


panel_email_search

With read rights, you can view the e-mail addresses of panelists in
the panelists administration.


panel_email_statistics

With read rights, you can view the e-mail addresses of panelists in a panel or master data survey’s detail view statistics.


panel_email_survey

With read rights, you can export the e-mail addresses of panelists
with the survey results export.


panel_email_website

With read rights, you can view the e-mail addresses of panelists in
the community content menus of the panel website.


show_ppasswd

With read rights, you can see the passwords of panelists. Furthermore, you can access panelist codes and login links and generate new panelist codes.

With write rights, you can change them as well.

Right for Portals and Portal Functionality


Right

Read

Write

portal_access

With write rights, you can access the module portals.

Access Rights to Areas


Right

Read

Write

Only in installations with EFS Secure Exchange: area_fm


With write rights, you can access the area “EFS Secure Exchange”.

Only in installations with EFS Mobile Accessarea_mobile_gui


With write rights, you can use EFS Mobile Access. It allows to check the status of your project or panel via iPhone or other mobile devices. The manual is available from Support

Only in installations with EFS Survey Statusarea_report


With write rights, you can access the
area “EFS Survey Status”.

Only in installations with EFS Translator Interface: area_translations


With write rights, you can access the area “EFS Translator Interface”.

area_www


With write rights, you can access the EFS admin area.

Rights for MySight Functions


Right

Read

Write

mysight_self_siteadmin

With "write" permissions you gain access to the Tableau User-Account Administration (new User-Accounts will be created with the role "Site-Administrator").

mysight_self_sitepublisher

With "write" permissions you gain access to the Tableau User-Account Administration (new User-Accounts will be created with the role "Publisher").

mysight_text_dimension

With write rights, you can specify text variables which can be used als dimension in Mysight.

Privacy Assistant


Right

Read

Write

gdpr_activities

With "read" rights you can access and see all GDPR activities areas: GDPR settings (Personal Data Flagging, Data retention period, Consent form), Flagging user, c_ and p_ , Org_variables, master data and questions as personal data, Panel configuration (consent form configuration).

With "write" permissions you can execute all GDPR activities.

gdpr_activities_log

With "read" rights you can access the GDPR activities log area for projects, master data and consent templates.

gdpr_global_lookup

With write right, you can use the Global respondent lookup.

gdpr_purpose_templates

With "read" rights you can access the Consent form templates and export them.

With "write" permissions you can create, edit, copy, delete, import and export templates.