Manage Teams

Use these steps to understand and manage Teams in UserZoom.

✅ Plan Availability (included): Professional, International, and Premium
➕ Plan Availability (when purchased separately): Essentials
👥 User roles: Owner, Admins, and Researchers
For more information, see our article on how to find your plan and user role.

 

On this page:

• About Teams
• Find Teams in an account
• Create a new Team
• Make a Team the default for an account
• Edit a Team
• Delete a Team
• Add/Remove access to a Team
• Change a user's default Team

 

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About Teams

Default setup

• All accounts have at least one team called All Users.
• If no additional teams are created, all users belong to the All Users team.
• With this setup, each user can view and edit every study in the account.

Using the Teams feature

• Having two or more Teams in an account allows you to control study access.
• Any user (with any level of permissions) can have only one default Team.
  • Unless otherwise indicated, any study created is shared with the user's default Team.
  • The owner of the study or Owners and Admins can share the study with additional Teams or make it private.
• Users can belong to multiple Teams.
  • For Owners and Admins, this has no impact. They can see all studies and manage all Teams.
  • Users can see their own studies and studies shared with the Team(s) they belong to.

 

Find Teams in an account

Only Owners and Admins can access the Teams setup of an account.

1. Click on your Username at the top right corner.
2. Select Account Settings, in the drop-down menu.
3. Go to Users & Teams.

 

 

Create a new Team

Only Owners and Admins can create a new Team.

1. Go to Account settings > Users & Teams.
2. Under Teams, click New Team.
3. Complete these following fields:
   • Team Name
   • Description (optional)
4. Click Save.

 

 

Make a Team the default for an account

Only Owners and Admins can make a Team the default for an account.

1. After a Team is created, go to Account settings > Users & Teams.
2. Under Teams, click Make Default next to the Team.
3. Click Save.  

 

 

Edit a Team

Only Owners and Admins can edit a Team.

1. Go to Account settings > Users & Teams.
2. Under Teams, click Edit.
3. Make your changes.
4. Click Save.

 

 

Delete a Team

Only Owners and Admins can delete a Team.

1. Go to Account settings > Users & Teams.
2. Under Teams, click Delete next to the Team.

 

 

Add/Remove access to a Team

Only Owners and Admins can add/remove access to a Team.

1. Go to Account settings > Users & Teams.
2. Under Users, click Edit next to the user.
   • Add: Check all teams the user should have access to.
   • Remove: Uncheck all teams the user should not have access to.
     • If a team you want to uncheck is grayed out, this is the user’s default team.
     • To remove this team:
       1. In the same modal window, change a user's default Team. 
       2. Uncheck the team that you would like to remove.
3. Click Save.

 

 

Change a user's default Team

Only Owners and Admins can change a user's default Team. All studies a user creates are listed under their default team unless changed.

1. Go to Account settings > Users & Teams.
2. Under Users, click Edit.
3. Choose the new default Team from the drop-down menu.
4. Click Save.

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