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How do I manage team members?

Updated

The Manage Team page lets you view, invite, and manage the members of your team. Access it from the account menu at the bottom of the sidebar to see who has access, their roles, and to send new invitations.

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How to Access Manage Team

  1. Click your email address at the bottom-left of the sidebar.
  2. Select Manage Team from the menu.
  3. The team management page will open, showing all current members and any pending invites.

Members List

The Members section lists everyone who currently has access to your team. Each row shows:

  • User — The team member's name and email address.
  • Roles — The member's assigned roles, such as "Member" or "Admin". Admins have elevated access to manage team settings, while Members have standard access.
  • Last Login — When the user last signed in to the platform.

You can search for specific members using the Search members... field at the top of the list.

Inviting a New Member

To add someone new to your team:

  1. Click the Invite Member button in the top right of the team page.
  2. Enter the email address of the person you want to invite.
  3. Choose their role (Member or Admin).
  4. Submit the invitation.

The invited user will receive an email with a link to accept the invitation and join your team. You can also invite new members from the Dashboard using the Invite Member button there.

Pending Invites

The Pending Invites section shows all invitations that have been sent but not yet accepted. Each row displays:

  • User — The email address the invite was sent to.
  • Status — "Invite Sent" until the recipient accepts.
  • Sent — The date and time the invite was sent.

You can click the three-dot menu (⋮) on a pending invite to resend or cancel it.

Team Settings

Click the Settings button (gear icon) in the top right of the team page to access additional team configuration options, such as updating your team name and other preferences.

Understanding Roles

  • Member — Can view and interact with team data, run surveys, and view results.
  • Admin — Has all Member permissions plus the ability to manage team members, change settings, and access billing.
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