Roles in call

As a part of planning your interviews and preparing your schedule you invite your team members and other stakeholders to join the chosen time slots. You can invite them into any of the time slots with one of the three available roles:

• Moderator
• Note-taker
• Observer

Here you can learn what is the purpose of each of these roles and what different privileges these roles have.

Moderator 

Moderators take care of guiding the participants through the interview. They are there to ask questions, prompt the participants to provide insights and help the participants if there are any setbacks. Moderators are directly joined in the call. The moderators can directly interact with the participants using their mic and text chat.

Moderators can share their webcam and screen with the participants. Each moderator can access and type the shared notes, which are time stamped. The notes aren’t visible to the participants or Observers. You can invite only members of your UXtweak team to be moderators in your time slots.

Note-taker 

The main responsibility of note-takers is to make sure that no valuable insights go unnoticed. The note-takers are not directly in the call. This means they are invisible to the participants and cannot interact with them in any way. Note-takers see and hear everything that is going on in the call and have access to the same shared notes as the moderators. They can create these time-stamped notes as well. If you want to invite someone as a note-taker to your time slot, they need to be a part of your UXtweak team.

Observer 

The silent observer is a perfect role for your clients or internal stakeholders not directly involved in the research. You can invite anyone to be an observer in your time slots. The call will be live-streamed to them and they cannot interact with the call in any way. They are there just to watch. This way you can allow your clients to be present in your interviews without interrupting.

Role comparison 

Here you can easily compare the roles between each other to see all privileges and restrictions each role has.

Invite limits 

The sum of moderators and note-takers cannot exceed the number of licenses you have in your subscription plan. The number of observers depends on the details of your plan. You can see the plan details on the pricing page here.