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Sectors

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Manage Your Team : Members, Roles & Permissions

Invite members, assign roles and manage team permissions.

Watch the video
Open on YouTube

Step-by-step documentation

1
Open team settings
Go to Settings → Team to see current members, pending invitations and seats remaining on your package.
2
Invite a member
Enter their email, pick a role and send. They receive an invitation valid for seven days.
3
Choose the right role
Admin manages billing and members, editor builds and publishes surveys, viewer only reads results.
4
Scope access per project
Assign members to specific projects so sensitive surveys stay visible only to the people who need them.
5
Review and revoke
Audit the member list periodically and remove people who left; their created surveys remain in the workspace.

Pro tips

Give external stakeholders a shared view instead of a seat, they see dashboards without editing

Give external stakeholders a shared view instead of a seat, they see dashboards without editing

Role changes take effect immediately, no re-login required

Role changes take effect immediately, no re-login required

Frequently asked

Related guides

More from the same section

Watch the video
Open on YouTube

Step-by-step documentation

1
Open team settings
Go to Settings → Team to see current members, pending invitations and seats remaining on your package.
2
Invite a member
Enter their email, pick a role and send. They receive an invitation valid for seven days.
3
Choose the right role
Admin manages billing and members, editor builds and publishes surveys, viewer only reads results.
4
Scope access per project
Assign members to specific projects so sensitive surveys stay visible only to the people who need them.
5
Review and revoke
Audit the member list periodically and remove people who left; their created surveys remain in the workspace.

Pro tips

Give external stakeholders a shared view instead of a seat, they see dashboards without editing

Role changes take effect immediately, no re-login required

Frequently asked

Related guides

Developed By:

2026 BSure © All Rights Reserved

Licensed by the Communications, Space & Technology Commission

Developed By:

2026 BSure © All Rights Reserved

Licensed by the Communications, Space & Technology Commission