Roles
| Role | Can |
|---|---|
| Owner | Everything, including subscription, billing, ownership transfer and requesting deletion of the organisation |
| Admin | Manage members, workspaces, settings and every tool, but not billing |
| Analyst | Create and edit surveys, journeys, dashboards and Voice of the Customer |
| Viewer | Read only |
| Field interviewer | The field app only; sees no organisation data and does not count as a member |
At least one owner must remain; the last owner cannot be removed or demoted, and a sole owner cannot delete their account before transferring ownership.
Invite a member
- From Members press Invite member, enter the email and pick a role.
- The invitee receives an email with the link. If it does not arrive, copy the invite link and send it yourself.
- Invitations expire after a limited time and can be revoked from the pending list.
- The invitee accepts with the same email they were invited on (an existing or a new account).
Member count is limited by your plan (Free 1, subscription tools 20).
Workspaces
A workspace is a division inside the organisation: a product, a service or a department. Every survey, journey and dashboard belongs to one. Start with one workspace and add more when you need separate reporting.
Deleting a workspace deletes everything inside it and cannot be undone.
Branding
Under Branding, upload the logo (PNG, SVG or JPG up to 512 KB), choose the primary colour and set the survey display name. Your branding appears on survey pages and public dashboards. Uploading a logo needs a plan with custom branding.
Activity log
Every important action (invitation, role change, survey publish, subscription change) is recorded in the Activity log with who did it and when, and can be exported as CSV.