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Team members and roles

Invite people to a team and understand role permissions.

Explains inviting team members and role-based access control. Teams can collaborate on surveys with shared access.

teamscollaborationbilling3-7 minutesIntermediateAdminsTeam leads

Steps

  1. Open your team
    Open your team from the sidebar to see who is a member and who is waiting for approval.
  2. Invite team members
    Invite colleagues by email, which sends a direct join request with a role, or share the team's Invite Link. With Auto Join on, people whose email domain matches join instantly as Viewers; everyone else can request access for your approval.
  3. Manage roles
    The person who creates the team is its Owner (full control of team settings and all team surveys). You can make other members Editors (can create and edit surveys and view responses) or Viewers (read-only access to surveys and responses).

Team workspaces let multiple people collaborate on surveys. Invite team members by email or share a team invite link for quick onboarding.

Three roles control access: the Owner (the team's creator) has full control of the team, Editor can create and edit surveys, and Viewer has read-only access. Billing belongs to each person's own account, not to the team.

Auto Join takes a list of allowed email domains. Users with a matching domain join instantly as Viewers. Other users can still request access.

There are no seats to buy. Add as many members as you need.

Teams share surveys and response data, making it easy to collaborate on research projects.