This article covers permission levels and how to add, remove, and edit team members.
- Permission levels
- Managing team members
- Adding team members
- Removing team members
- Editing permission levels
Administrators: Administrators have the ability to order tests (your subscription includes a certain number of Administrator seat licenses, typically one). You will not be able to add more Administrators than specified in your subscription.
Members: Members have the ability to create test drafts, but are not able to launch tests or add testers to an existing study. For subscription customers, there is no limit on the number of members you can have on an account).
- Members can add other team members to the account, but cannot add Administrators.
- Members cannot remove team members or edit permission levels.
Usage tip: You may need to make a current Administrator a Team Member in order to designate a new Administrator if you are using the full number of Administrator seats.
Managing team members
Step 1. Log into your dashboard
Step 2. Select the dropdown next to your account in the top right corner, then select Manage Team
Step 3. Review team details
From here you’ll be able to view all team member details, including their last log in, number of studies created, and permissions level. Note: Member email addresses in the screenshots that follow have been hidden to protect their privacy.
Usage Tip: Has your account's main point of contact changed or do you need assistance adding or replacing an Administrator? Contact your Customer Success Manager and let them know what changes you'd like.
Add Team Members
Step 1. Select Add team members
Step 2. Add team member details
Here you can provide the email address of the member you'd like to add and select their permission level (admin or member). They’ll receive an invitation to join the account via email.
Removing team members
Once under the Manage Teams section, follow these steps to remove a team member.
Please note that removing a team member will only remove their access to the platform, it won’t remove any studies that they’ve created. We suggest combining all of the team member's studies into one clearly labelled folder so they can easily be located once the team member has been removed.
Step 1. Select the dropdown menu next to the team member you'd like to remove and select Remove
Next, you’ll be asked to confirm before the team member is removed.
Usage Tip: You can remove any team member except the primary account creator. Email your Customer Success Manager if you'd like to make changes to this member.
Editing team member permission levels
Step 1. Select the dropdown menu next to the team member you'd like to edit and select Edit
Next, you’ll have the ability to modify the team member’s permissions to either a member or an administrator. Select Update to apply these changes to the team member’s access.