Understand roles and permissions

Control who can do what with three distinct account types.

JM
James Morton
Written By James MortonLast updated 11 days ago

Give your team the access they need without exposing settings to everyone. Quackback uses three account types to separate customers from teammates, and teammates from workspace owners.

Overview

Every person who interacts with your Quackback workspace has one of three roles:

Role

Who they are

How they get access

Portal User

Your customers and end users

Sign up through the public portal

Member

Your teammates who manage feedback

Invited by an admin

Admin

Workspace owners with full control

Invited or promoted by an admin

Note: Team members (Members and Admins) can also use the public portal like regular Portal Users. They don't need a separate account.

Permission matrix

This table covers every capability in Quackback, grouped by category.

Feedback

Capability

Portal User

Member

Admin

Submit feedback

Vote on posts

Comment on posts

Edit own posts

Delete own posts

Admin feedback management

Capability

Portal User

Member

Admin

View feedback inbox

Change post statuses

Merge duplicate posts

Delete any post

Assign post owner

Add and remove tags

Add posts to roadmap

Pin official responses

Post private comments

Add proxy votes

Portal

Capability

Portal User

Member

Admin

View public portal

View public roadmap

View changelog

Admin dashboard

Capability

Portal User

Member

Admin

Access admin panel

View analytics

View portal users list

Remove portal users

Settings

Capability

Portal User

Member

Admin

Manage boards

Manage statuses and tags

Branding and customization

Portal authentication

Integrations

Team management

Security settings

API keys

Import and export data

Content

Capability

Portal User

Member

Admin

Create changelog entries

Manage roadmaps

Portal Users

Portal Users are your customers. They interact with Quackback through the public-facing feedback portal, not the admin dashboard.

How they sign up: Portal Users create an account on your portal using the authentication methods you configure -- email OTP, OAuth, or SSO.

What they can do:

  • Submit feedback and bug reports
  • Vote on posts they care about
  • Comment on any post
  • Edit and delete their own posts
  • Browse the public roadmap and changelog

Tip: Portal Users are unlimited. Encourage your entire user base to sign up and submit feedback.

Team Members

Members are your teammates. They have everything Portal Users have, plus access to the admin dashboard where they triage and manage feedback.

How they join: An admin invites them by email. They receive a link to join the workspace.

What they can do beyond Portal Users:

Members cannot change workspace settings, manage integrations, or invite other team members.

Admins

Admins have unrestricted access to everything in the workspace. They're the only ones who can configure settings that affect the entire workspace.

Capabilities exclusive to Admins:

Warning: Every workspace needs at least one Admin. You cannot remove or demote the last Admin.

Change roles

Promote or demote team members at any time from the team settings.

  1. Go to Admin → Settings → Team Members
  2. Find the member in the list
  3. Click the ... menu on their row
  4. Select Make admin or Make member

Changes take effect immediately. Demoted Admins lose access to all admin-only settings but keep their dashboard access as a Member.

Note: Changing a role does not affect the member's existing comments, posts, or activity history.

To convert a team member back to a Portal User, remove them from the team entirely. They keep their portal account and can still submit feedback.

Next steps

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