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Members in the side menu opens User management, the single place where you handle who is in the workspace and what they can do. It’s where you go when you need to bring a colleague in, change what they can do, or revoke their access.

The users table

The table lists every member of the workspace, always up to date:
  • Name
  • Email
  • Role, changed from a dropdown on the row itself
  • The campaigns that person has access to
Below the members you find the pending invitations, and at the top right the Invite users button.
Changes apply in real time: the user sees the new access level without having to sign in again.

Available roles

The Guest role is for stakeholders and external consultants: you decide, campaign by campaign, what they get to see.

Inviting new users

1

Open the invite

Click Invite users in the user management panel.
2

Enter the addresses

Type the person’s email and press Enter. Repeat for every user you want to invite.
3

Confirm

The user receives an email with a personal link to access the workspace. Until they accept, the invitation stays in the pending list.

Permissions on a single campaign

The role is workspace-wide, but access can also be granted campaign by campaign. Two routes, same result:
  • Manage users in the campaign row menu, on the Dashboard.
  • Access Management → Manage Users in the campaign settings, Survey tab.
See Campaign collaboration.

Next steps

Campaign collaboration

Choose who can access each campaign.

Plans and credits

Check your account limits and how to extend them.