Manage team members

Invite teammates and understand why some users can view results but not edit setup.

Team and Billing
Written forTeam owners

Team membership controls who can access a workspace. Roles and permissions determine whether a user can only review results or also edit experience configuration.

Steps

  1. 1Open the Team area from the navigation.
    Members page with role badges and Invite Members button
    The Members page shows each member with a role such as Primary Owner, Admin, Experience Manager, or Data Manager, plus pending invitations.
  2. 2Invite the teammate with the correct email address.
  3. 3Assign the role that matches their responsibility.
  4. 4Ask the teammate to accept the invitation and sign in.
  5. 5Have them open the team and confirm they can see the expected navigation and tabs.

What to know

  • Team roles include Primary Owner, Admin, Experience Manager, and Data Manager. Admins manage setup and team access, Experience Managers configure and run experiences, and Data Managers review submissions, leads, and reports.
  • Sent invitations appear under Pending Invites until the teammate accepts, so you can confirm an invite went out.
  • A few areas, like billing and credits, are handled by Snapbar so they cannot be changed by accident.

Tips

  • Grant edit access only to people responsible for launch setup.
  • Before an event, confirm at least two staff members can access the team in case one person is unavailable.

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