Qualtrics Platform
Customer Journey Optimizer
XM Discover
Qualtrics Social Connect

Licensing (Discover)

About XM Discover Licensing

A Studio license determines which permissions and data access level can be granted to a user.

Here’s how it works:

A user may not be granted permissions that are not allowed by the user’s license.
A user will not inherit permissions from group membership that has more permissions than their license supports.

XM Discover License Types

Qtip: Contact your Qualtrics Account Executive if you have questions about your license type.

Out of the box, the XM Discover Analytics platform comes with the following license types (sorted from least to most restrictive):

License	Description	Intended For
Configuration Analyst	Grants a full range of Studio permissions (managing dashboards, books, filters, metrics, users, groups, and master account properties), access to the inbox (optional), access to Connectors (optional), access to Designer reporting data, as well as access to the Designer application.	Power users who manage the XM Discover solution configuration.
Activation Lead	Grants permissions limited to dashboard management and access to Designer reporting data, as well as access to the inbox and Connectors. Only available for accounts with the inbox.	Users who manage cases and identify coaching opportunities.
Report Creator	Grants permissions limited to dashboard management and access to Designer reporting data, as well as access to Connectors.	Content creators who discover and share actionable insights.
Report Consumer	Enables receiving dashboards via email and signing in to Studio to view dashboards and drill feedback in View mode.	Content consumers.

Studio Permissions by License Type

Attention: All users in Studio have the ability to view a dashboard if it has been shared with them.

This table shows a list of permissions that can be granted under each license type.

Permission	Configuration Analyst	Activation Lead	Report Creator	Report Consumer
Create Dashboard Can create dashboards and books (automatically becoming their owner).	Yes	Yes	Yes	No
Delete Dashboard Can delete owned dashboards and books.	Yes	Yes	Yes	No
Edit Dashboard Can edit owned or shared for editing dashboards (properties and widgets). Can edit owned or shared for editing books. Can become the new owner of other users’ dashboards and books when transferring them.	Yes	Yes	Yes	No
Drill to Feedback in View Mode Can drill to feedback in View mode. Attention: The View-only Users Can Drill to Feedback dashboard property overrides this permission.	Yes	Yes	Yes	Yes
Download Audio File Can download MP3 files containing call recordings from voice interactions. Attention: Only available for accounts that use XM Discover’s Voice Transcription Service and Audio Storage. Only available for files during the data retention period (45 days by default).	Yes	Yes	Yes	Yes
Download Transcript File Can download text files containing call transcripts from voice interactions. Attention: Only available for accounts that use XM Discover’s Voice Transcription Service and Audio Storage. Only available for files during the data retention period (1,000 days by default).	Yes	Yes	Yes	Yes
Drill in Place in View Mode Can drill to reports in View mode.	Yes	Yes	Yes	Yes
Share Edit Enables dashboard owners to grant “Can Edit” access when sharing their own dashboards. Requires target users or groups to have the Edit Dashboard permission. Enables dashboard editors to grant “Can Edit” access when sharing someone else’s dashboards. Requires target users or groups to have the Edit Dashboard permission and the Prevent Editors from Sharing option to be disabled by the dashboard owner.	Yes	Yes	Yes	No
Share View Enables dashboard owners to grant “Can View” access when sharing their own dashboards. Enables dashboard editors to grant “Can View” access when sharing someone else’s dashboards. Requires the Prevent Editors from Sharing option to be disabled by the dashboard owner.	Yes	Yes	Yes	No
Export Widget Data Can export data from a single widget to Microsoft Excel. Can export data from all dashboard widgets to Microsoft Excel.	Yes	Yes	Yes	Yes
Export Feedback Can export feedback preview to Microsoft Excel.	Yes	Yes	Yes	Yes
Embed Widgets Can embed Studio widgets in external tools for Licensed viewers.	Yes	Yes	Yes	No
Embed Widgets for Enterprise Can embed Studio widgets in external tools for Enterprise viewers.	Yes	Yes	Yes	No
Create Filter Can create, duplicate, edit, and delete filters in Studio. Can become the new owner of other users’ filters when transferring them.	Yes	Yes	Yes	No
Share View Filter Can grant “Can View” access when sharing Studio filters.	Yes	Yes	Yes	No
Share Edit Filter Can grant “Can Edit” access when sharing Studio filters. Requires target users or groups to have the Create Filter permission.	Yes	Yes	Yes	No
Create Metric Can create, duplicate, edit, and delete metrics in Studio. Can become the new owner of other users’ metrics when transferring them.	Yes	Yes	Yes	No
Share View Metric Can grant “Can View” access when sharing Studio metrics.	Yes	Yes	Yes	No
Share Edit Metric Can grant “Can Edit” access when sharing Studio metrics. Requires target users or groups to have the Create Metric permission.	Yes	Yes	Yes	No
Manage Date Filters Can define custom date ranges in Studio. Can disable and enable predefined date filters.	Yes	Yes	Yes	No
Share To All Can share Studio objects with all users at once.	Yes	Yes	Yes	No
Create and Manage Metric Alerts Can access the Alerts page. Can create metric alerts. Can have metric alerts transferred to them.	Yes	Yes	Yes	No
Manage Inbox Templates Can access the Inbox Templates page. Can create and manage inbox templates. Can edit inbox templates created by others given Administrator data access to a project.	Yes	No	No	No
Create and Manage Drivers Can access the Drivers page. Can create and manage drivers.	Yes	Yes	Yes	No
Manage Projects Can set reporting defaults for attributes and models. Can exclude attributes and models from drilling. Can exclude attributes and models from Document Explorer.	Yes	Yes	Yes	No
Manage Rubrics Can create, enable, edit, and delete rubrics.	Yes	No	No	No
Manage Groups Can fully administer all groups within the Master Account. This includes changing the owner of any group, editing any group properties, deleting groups, and creating new ones. Can add or remove users from groups.	Yes	Yes	Yes	No
Manage Users Can create new users. Can edit existing user accounts in the master account. Can manage user permissions.	Yes	Yes	Yes	No
Create Users through Sharing Can invite new users to Studio through dashboard or book sharing.	Yes	Yes	Yes	No
Manage Settings Can administrate the user’s master account. Can access dashboard schedules.	Yes	No	No	No
Manage Organizations Can access the Organization tab in Account Settings. Can create and manage organization hierarchies.	Yes	No	No	No
Conduct Security Audit Can access the security log for the Master Account.	Yes	No	No	No
Delete Feedback Records Can delete documents from the system.	Yes	No	No	No
View Profanity (Groups only) Can see sentences that contain profane words even in accounts where feedback screening is enabled.	Yes	Yes	Yes	Yes
Social Connect Access Can access Social Connect functionality.	Yes	Yes	No	No
Manual Case Creation Can create cases manually for a specific document in Studio.	Yes	Yes	Yes	Yes
View Interactions Explorer Can access the Interactions page.	Yes	Yes	Yes	No
View Jobs Can view scheduled jobs and historical data pulls.	Yes	Yes	Yes	No
Manage Jobs Can create and modify jobs.	Yes	Yes	Yes	No
Administer Connectors Can manage account settings in Connectors.	Yes	Yes	Yes	No

Updating XM Discover Licensing

Attention: This action requires a Manage Users permission.

Qtip: You can update the license type for multiple users at once.

Sign into Studio.
Expand the user avatar menu in the top navigation area.
Select Users & Groups.
On the Users & Groups page, select the Users tab.
Select the checkboxes under the Actions column to select multiple user accounts.
Expand the actions menu next to one of the selected user accounts and select Update Licensing.
In the Update Licensing window, under New License Type, select the new license type to apply to all selected users.
You can choose whether to apply the default permissions for the new license type to all selected users (Optional):
- Select Inherit Default Permissions For This License Type to assign all the default permissions for the new license type to all selected users. This option overrides any permissions the users had before.
- Deselect Inherit Default Permissions For This License Type to not assign any new permissions and remove the permissions that are not the default permissions for the new license.
  Qtip:
  - If a user had a permission that is not one of the default permissions for the new license, that permission is removed.
  - If a user had a permission that is one of the default permissions for the new license, that permission is retained.
  - If a user didn’t have a permission that is one of the default permissions for the new license, that permission is not assigned.

Click Save.

Setting Default License Permissions

You can define which permissions should be granted to new users by default based on the license you apply.

Attention: This does not change which permissions are available within a license; only which ones are enabled by default when you create new users.

This enables you to:

Set preferred permission configurations.
Reduce manual editing of permissions.
Focus on group administration instead of one-by-one user administration.

Attention: When you change default permissions, they are only granted to new users moving forward. Existing users are not affected by this.

How to Set Default Permissions

Sign in to Studio.
Expand the user avatar menu in the top navigation area.
Select Account Settings.
On the Account Settings page, select the Licensing tab.
Scroll to one of the following sections that contains the license you wish to modify:
- Report Consumer
- Report Creator
- Activation Lead
- Configuration Analyst
Adjust the default permissions for all new users with a Report Consumer license under the Report Consumer section, for all new users with a Report Creator license under the Report Creator section, for all new users with an Activation Lead license under the Activation Lead section and for all new users with a Configuration Analyst license under the Configuration Analyst
- Select the permissions that should be granted to new users by default.
- Deselect the permissions that should not be granted to new users by default.
Click Select All in the upper-right corner of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to select all permissions available within a license (Optional).
Click Deselect All in the upper-right corner of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst To deselect all permissions available within a license click Deselect All to deselect all permissions (Optional).
Click Reset All at the bottom of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to undo your latest changes and revert to the last saved configuration.
Click Restore Default at the bottom of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to restore out-of-the-box defaults.
Click Update Existing License Type Users at the bottom of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to update permissions for all users of a particular license.
Qtip: This only affects a user’s individual permissions, not permissions obtained via group membership.

Qtip: This option is unavailable if you have unsaved changes for license permissions.
Click Save at the bottom of each of the Report Consumer, Report Creator, Activation Lead and Configuration Analyst sections to save individual license permissions.
Qtip: Licenses have individual Save buttons.