Managing Users and Roles

Manage who has access to your workspace under Settings > Users. The User Management table lists each user’s Name, Email, Role, and Status.

Available roles

• Survey Designer
• Survey Viewer
• Workspace Admin
• Workspace Manager

To invite a user

1. Go to Settings > Users.
2. Click Invite User.
3. Enter the person’s Email Address (required).
4. Select a Role (required).
5. Click Send Invitation.

To change a user’s role

1. Click the edit (pencil) icon on the user’s row.
2. The email is shown read-only; select a new Role from the dropdown.
3. Click Update Role.