Manage Team Members

Team members are other administrators who have access to your project. Only the project owner can manage team membership.

Accessing the Team section

Click Team in the main navigation. If you are not the project owner, this section is not accessible and you will be redirected to the Surveys list.

Viewing team members

The Team page is divided into three sections:

• Active members: people who have accepted their invitation and have access to the project
• Pending invitations: invitations that have been sent but not yet accepted
• Declined invitations: invitations that were declined

The active members table shows each member’s name, email, and role (Owner or Admin).

Roles

Role	Description
Owner	Full control of the project, including team management. There is one owner per project. The owner cannot be removed.
Admin	Full access to surveys and their data. Can be invited and removed by the owner.

Inviting a team member

Click Invite and fill in the form:

Field	Notes
First Name	Required.
Last Name	Optional.
Email	Required. The invitation will be sent to this address.

Click Send Invitation. The invitation appears in the Pending Invitations section. The recipient receives an email with a link to accept the invitation.

If the invitation is accepted, the person is added to the Active Members list with the Admin role. If they decline, the invitation moves to the Declined Invitations section.

Cancelling a pending invitation

To cancel an invitation that has not yet been accepted, find it in the Pending Invitations section and click Cancel. The invitation is removed and the link in the email is invalidated.

Removing a team member

In the Active Members table, click the Remove action on any Admin member. The member loses access to the project immediately. If they are currently active on the project, it can take up to 15 minutes for them to be logged out. The Owner row does not have a Remove action and cannot be removed.

Removed members do not receive a notification email.