Can I restrict a request so only specific team members can see the client’s responses?

Yes. When choosing who can access a request, select Individual Team Members +, then pick the specific users who should have access. Only the Account Owner, Request Owner and those selected team members will be able to view the request and its responses once published.

What’s the difference between “Everyone” and “Role Based” access for a request?

“Everyone” allows all users with normal access to requests in your account to see that request and its responses. “Role Based” limits access to users with particular roles, such as Account Owner and Admins, based on the roles you select for that request.

Will the Account Owner and Request Owner always be able to see a request?

Yes. The Account Owner and Request Owner always have access to a request, regardless of whether you choose Everyone, Role Based or Individual Team Members. Additional access is then controlled by the option and selections you configure.

Control Who Sees Your Clients' information in Gatheroo

What this does: By default, team members can see all requests in the account. If you handle sensitive client information and want to restrict which team members can access specific requests, you can set request-level access controls. This is separate from the role-based permissions in Global Settings – it’s a per-request setting. Not that this is not available on all plans.

This setting is managed by whoever creates the request, or someone who has access to the request can add restrictions.

How to restrict access to a request

Open the request.
Go to Request Setup → Access.
Under Access, switch from All team members to Specific team members.
Select the team members who should have access to this request.
Save. Only the selected team members (and the Account Owner) will now be able to view or edit this request.

This is note available on all plans.

Using templates to control access

If you consistently want certain requests to be restricted to a specific team, you can set the access rule on a template. Any request created from that template will inherit the access setting.

Account Owners always have full access

The Account Owner can always see all requests, regardless of the access settings. This cannot be changed.