How to Manage Members in Your Workspace

What is Member Management?

Member management in a workspace allows you to control who has access to your research and what they can do. As a workspace Owner or Admin, you can invite members, assign roles, change permissions, and remove users who no longer need access.

Effective member management ensures:

• Right people have right access levels
• Research data remains secure
• Team collaboration runs smoothly
• Professional boundaries are maintained

Step 1: Access Workspace Settings

To manage members, you need to open your workspace settings.

Navigate to Workspace Settings

1. Click your workspace name in the top-left corner
2. A dropdown menu appears
3. Click "Workspace Settings"
4. The Workspace Settings panel opens

Note: Only workspace Owners and Admins can access member management settings. Members and Guests cannot manage other members.

Step 2: View Current Workspace Members

Once in Workspace Settings, you can see all current members.

Understanding the Members Overview

The workspace overview displays:

Workspace Information:

• Workspace name and type (Team/Enterprise)
• Your role (Owner, Admin, Member, Guest)
• Workspace tags (professional, personal, small)
• Total member count
• Current credit balance
• Subscription status
• Creation date

Workspace Owner Section:

• Owner's name
• Owner's email address
• Contact information

Navigate to Member Management

1. Look for the "Members" tab or section in Workspace Settings
2. Click to view the full member list
3. See all members with their roles and permissions

Each member listing shows:

• Member name
• Email address
• Role (Owner, Admin, Member, Guest)
• Date added

Step 3: Understanding Member Roles

Before managing members, understand what each role can do in your workspace.

Owner Role

Full control over the workspace:

• ✅ Manage billing and subscription
• ✅ Delete the workspace
• ✅ Add and remove members
• ✅ Assign all roles (including Admin)
• ✅ Change workspace settings
• ✅ Create and manage all research assets
• ✅ Purchase credits

Limitations:

• Only one Owner per workspace
• Cannot transfer ownership without contacting support

Admin Role

Manages workspace operations:

• ✅ Add and remove members (except Owner)
• ✅ Assign Member and Guest roles
• ✅ Change workspace settings
• ✅ Create and manage research assets
• ✅ View all workspace data
• ❌ Cannot manage billing
• ❌ Cannot delete workspace
• ❌ Cannot remove Owner

Member Role

Creates and conducts research:

• ✅ Create surveys and interviews
• ✅ Run analyses
• ✅ Manage AI participants
• ✅ Add products and organizations
• ✅ View workspace data
• ❌ Cannot invite members
• ❌ Cannot change settings
• ❌ Cannot manage billing

Guest Role (View-Only)

Read-only access for stakeholders:

• ✅ View surveys and results
• ✅ View analysis reports
• ✅ Download shared reports
• ❌ Cannot create anything
• ❌ Cannot modify data
• ❌ Cannot invite members
• ❌ Cannot change settings

Ideal for: Clients, stakeholders, reviewers, observers

Step 4: Change Member Roles

Adjust member permissions by updating their role.

Open Edit Member Dialog

1. In the Active Members list, locate the member
2. Click the three dots icon (⋮) in the Actions column
3. A menu appears with two options:

• ✏️ Edit Member
• 🗑️ Remove Member

1. Click "Edit Member"

1. Click the "New Role" dropdown

2. Choose from available roles:

• Member – "Can create and manage studies"
• Admin – "Can manage members and workspace settings"
• Guest – "Can view studies"

1. Review the role description

2. The dropdown shows role badges in purple (Admin), gray (Member), and blue (Guest)

Confirm Role Change

1. After selecting the new role, review the change
2. Click "Update Role" button
3. Or click "Cancel" to abort the change
4. The role updates immediately upon confirmation

The member's role badge and permissions update instantly in the members list.

Step 5: Remove Members from Workspace

When someone no longer needs workspace access, you can remove them.

How to Remove a Member

1. In Workspace Settings, navigate to Members
2. Find the member you want to remove
3. Click the "Remove Member" button with trash icon next to their name
4. A confirmation dialog appears
5. Confirm the removal
6. The member is immediately removed from the workspace

What Happens When You Remove a Member

Immediate effects:

• Member loses all access to the workspace
• They can no longer see workspace data
• They cannot create or modify anything
• Workspace disappears from their Available Workspaces

Their previous work:

• Surveys and interviews they created remain in the workspace
• Analysis results are preserved
• All data stays in the workspace
• Ownership transfers to remaining Admins/Owner

Re-adding removed members:

• You can re-invite them anytime
• They'll need to accept a new invitation
• Their previous work remains available