Add an unlimited number of users to your workspaces and manage their permissions. After reading this article, you will know how to:

  • Invite your teammates to your account,

  • Choose which members can edit subscription & billing details,

  • Change or add users' roles,

  • Remove users' from your organization.

Table of contents

1. What are the available user roles?

2. How to add a new user to my organization?

3. How to change user roles in my organization?

4. How to delete a user from my organization?

5. Best Practices

What are the available user roles?

There are four roles in Survicate, each serving a different purpose. You can be either an organization owner, a workspace admin, a user, or a guest.

The owner is the person who created the account for your company in Survicate. Owners can control every aspect of the organization.

Ownership can be transferred only by the current owner. Our support team can change owners in exceptional situations (for example, when your current owner has left the company and you don't have access to their account). In such cases, as a security measure, we will need a written request from the management or the team leader with the details of who should be the new owner.

Members of the organization can have different permissions on separate workspaces. Below you can find a table of features and permission limits of the corresponding workspace role:

Guest

User

Admin

Owner

Add workspaces

Connect integrations

Invite users and manage permissions

Delete users

Export results

Create/Edit surveys

View survey results

Delete survey responses

Use Feedback Hub

Create/Edit Feedback Button

View Feedback Button responses

How to add a new user to my organization?

1. To invite your colleague, move on to Settings > Users and select Add User.

2. Enter their email address to send them an invitation link to your account. It is possible to add multiple email addresses so you can invite your entire team at once!

If you'd like your colleagues to be able to modify your billing and subscription, enable the checkbox from the screenshot below. The access to the subscription can be added or removed for each user separately.

By default, every new user is added with "User" permission, but you can also set custom workspace permissions while inviting your colleagues:

📌 Please note that only organization owners can enable the permission to modify billing and subscription while inviting users.
Please remember that if you invite multiple colleagues simultaneously, the permissions you set up during the invite process will apply to all of them.

How to change user roles in my organization?

1. To change your colleague's account permissions, navigate to Settings > Users. Click the edit icon next to the user you want to change the permissions.

2. You can enable/disable their subscription management and set different roles for this individual user per workspace:

How to delete a user from my organization?

1. To remove a user from your organization, navigate to Settings > Users and click on the trash bin icon corresponding to this user. Their account will be permanently deleted.

❗️Please note that only organization owners can delete users.

Best Practices

Add more workspaces to keep your projects organized

Purchase another workspace to launch surveys on different domains, thanks to a unique tracking code. Learn how to activate your new workspace here.

📞 If you have any questions about adding and managing users - feel free to reach out to our team via chat or email: support@survicate.com

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