What it does
Organize responsibilities without sharing personal credentials.
When to use it
When adding colleagues or reviewing who may edit and publish.
Before you begin
- Administrator access to manage the team
- An individual account for each person
See how it works
Guided tutorial
Read each step and choose Play to hear the explanation while following the screen.
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01
Select workspace
What to doOpen Team
Real screens with demo data
Highlighted area in detail
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
An example to try
Invite a researcher as editor and a client as viewer.
What you see in results
- Access according to assigned role
- Comments attached to a block or session
Avoid these mix-ups
- Viewers read but do not edit or write comments.
- The wrong workspace may show another set of studies; check the selector.