Hi all,  I am trying to figure out the best way to implement user roles across my large SaaS b2b account. 

We need roles to define who can send surveys, who can’t, who needs approvals from whom etc..

Hoping to generate some discussion on how you all do this- I find the documentation a bit lacking and resources to learn about this in a practical manner for my use case nonexistent. Links to in-depth readings are also really appreciated. 

Here’s the write up for the business case at my work: 

“Our company” leverages Qualtrics for diverse feedback initiatives, but the current lack of user hierarchy and distribution controls creates both risk and missed opportunities. Without defined roles, we cannot effectively attribute costs or ensure responsible survey distribution. This lack of governance risks customer fatigue and inconsistent communication. 

“My team” proposes implementing user roles, organizational hierarchies, and an improved user creation process to mitigate these risks, provide clear cost accountability, and enhance the strategic value of our feedback data.