How to Invite Users to Your Account

PaperSurvey supports team collaboration, allowing you to invite colleagues to access your surveys and data. This feature is available with Enterprise and Enterprise Plus subscription plans, and it gives you fine-grained control over what each team member can do. The Enterprise plan includes up to 5 user accounts, while each Enterprise Plus unit includes 15 user accounts.

Adding team members

To invite users to your account:

1. Navigate to your Team Settings
2. Click Invite User
3. Enter their email address
4. Select an appropriate role
5. Send the invitation

Only the team owner and managers can send invitations. The invited user will receive an email with instructions to join your team. If they don't have a PaperSurvey account, they'll be prompted to create one. Invitations expire after two weeks; you can resend or cancel pending invites from the Team Settings page.

Team management interface showing current members and roles

Available user roles

PaperSurvey offers five distinct roles to match your team's needs:

Owner

• Full control over the account
• Can do everything including billing management
• Only one owner per team

Manager

• Similar to owner but without billing access
• Can invite and remove team members
• Can view activity logs
• Can manage all surveys and settings

Standard User

• Can create, edit, and delete surveys
• Can view and export all response data
• Can manage survey settings and templates
• No access to billing or team management

Operator

• Can generate copies to print
• Can upload new documents
• Can verify responses
• Can view and export data
• Cannot create, edit, or delete surveys
• Can only delete uploads they created

Limited Access

• Read-only access to survey data
• Can view responses and analytics
• Can export data for analysis
• Cannot upload, verify, or modify anything

Alternative: Response verification access

If you need help verifying survey responses without granting full account access, consider using our dedicated verification feature. This allows external users to review and validate responses without seeing other account data. Learn more about verification access.

Managing your team

You can manage team members at any time from the Team Settings page. From there you can remove users who no longer need access, change user roles as responsibilities shift, see which members have two-factor authentication enabled, and set up new teams for different projects. Managers and owners can also review the audit log of team activity from Settings.

Need to upgrade your plan to enable team features? Visit your subscription settings or contact support@papersurvey.io for assistance.