Roles and rights
IVA works with a simple role and rights concept.
There are a total of five roles, which in turn are assigned to each division.
A user with a role for division A has no access to the data in division B.
Roles in IVA:
- Tester
The tester has access to the web tester and iOS tester app and can participate in tests and use all functions of both applications.
The planner can change the test configuration in terms of the range of functions on a test basis and activate or deactivate the "instructions", "free feedback" and "question/test catalogues" functions.
Additional functions can be activated/deactivated for "Free Feedback":
- Allow audio recordings
- Allow photo/video recording
- Capture GPS location
For the testers, the tests are divided according to the following types:
- Only tests with the status "Published", "Stopped" and "Meeting Break" appear for testers
- For "Closed Tests" the user needs the role "Tester" for the assigned division AND must be included in the list of testers assigned to the test
- For "Internal Tests" the "Tester" role is sufficient for the assigned division
Users with the role "Tester" do not have access to the web planner and are rejected and redirected to the web tester when they try to log in. - Watcher
The "Observer" role has access to the web planner and has read-only access to the reports of instructions, feedback and questionnaires from the tests in a division.
The rights are limited to the "Evaluations" menu item and the creation of reports on the results of tests in the assigned division.
For web tester and iOS tester app, the role "Observer" has no permission. - Analyst
The "Analyst" role has access to the web planner, has access to the reports of instructions, feedback and questionnaires for the tests in a division and can make changes as part of the feedback validation.
In addition to the analyst, this includes the rights for the following functions:
- Read, edit, validate, comment and forward feedback
- Reading and evaluating the questionnaires
The rights are limited to the "Evaluations" menu item and the creation of reports on the results of tests in the assigned division.
For web tester and iOS tester app, the role "Observer" has no permission. - Planner
As an administrator and organizer of tests, the "Planner" role has access to all menu items of the Web Planner (except for the "Administration" menu item), access to the Web Tester and the iOS Tester app.
In the web tester, planners have full access (CRUD) to the following functions in the assigned division:
- Evaluations and tests
- Evaluations
- data pool
- Templates
- Base data
Planners can create a "New tester" and authorize them as a "Tester" for a division at any time. The authorization as a tester can be granted or revoked at any time.
Please note that a planner needs the basic data:
- Last name (mandatory field)
- First name (mandatory field)
- E-mail (optional)
- Company/Department (optional)
when creating a new tester. However, these can no longer be changed after saving. Only an administrator can change the basic data of a tester retrospectively.
When creating a new tester, the planner can use the "Generate user account with login data" toggle to decide whether the new user:
- gets their own account with access to the tester platforms
- does not need their own access to the tester platforms and should only be able to be defined as an alternative assessor by other users
The planner can use the "Send E-Mail" toggle to immediately send the tester an e-mail with the necessary access data to the tester platforms
Planners can also participate in tests using the Web Tester application or the iOS Tester app and see tests already in "Draft" status.
This function is used by the planner for a "trial run" of a test, since all test data created are removed again after the status has changed to "Published". - Admin
The Admin role has access to the functions in the "Administration" menu item and is intended for managing the system.
The assignment of the roles "Planner", "Analyst" and "Watcher" can only be assigned by the role "Admin".
New divisions can also only be created by "Admin".
The rights for these functions are accordingly cross-divisional.