See how it works: Manage team, account and comments

Invite people to the team

Roles and what each one can do.

2 minutes read

On this page

Provide suitable access and discuss evidence in context.

Purpose

Organize responsibilities without sharing personal credentials.

When to use it

When adding colleagues or reviewing who may edit and publish.

Before you start

  • Administrator access to manage the team
  • An individual account for each person

Example

Invite a researcher as editor and a client as viewer.

Step by step

  1. Select workspace. At the top of the dashboard, check the selected workspace and open Team. Review Members and the displayed seat limits. Before inviting a researcher, confirm this is the workspace containing the studies she should access. Correct workspace.
  1. Invite with a role. Under Invite person, enter Email and Role; choose Editor for authoring or Viewer for reading as allowed by the plan. Click Generate invite, then Copy, and send the link. Check the invitation in the list; acceptance is a separate step. Viewer: reading · Editor: authoring · Administrator: team management.
  1. Review account. Open Settings and My profile, review your name and click Save profile after changes. Under Company and brand, review workspace details and use Save company. Check confirmation; applying branding to participants requires configuring and republishing the study. Profile · Company and brand · Language.
  1. Comment on evidence. In Results, open a question or session and click Comment. Write a concrete observation, such as three people could not find Save, and identify the evidence. Click Comment in the form and check the message and correct reference in the side panel. Which evidence? · Which decision?.

How to read the result

  • Access according to assigned role
  • Comments attached to a block or session

Cautions and limitations

  • Viewers read but do not edit or write comments.
  • The wrong workspace may show another set of studies; check the selector.

Continue with the interactive guide

Manage team, account and comments

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