Managing Team Members and Roles

Team owners can manage who has access to the team and what they can do by assigning roles.

Inviting new members

Team members list with roles

  1. Go to Team Settings
  2. Click Invite Member
  3. Enter the person's email address
  4. Select a role for them (Manager, Standard User, Operator, or Limited Access)
  5. Click Send Invitation

The invited person will receive an email with a link to join your team. If they do not already have a PaperSurvey account, they will be prompted to create one.

For more details, see Inviting Users to Your Account.

Changing a member's role

  1. Go to Team Settings
  2. Find the member in the team list
  3. Click the role dropdown next to their name
  4. Select the new role

Role changes take effect immediately. See Understanding User Roles and Permissions for a description of each role.

Removing a member

  1. Go to Team Settings
  2. Find the member you want to remove
  3. Click Remove
  4. Confirm the removal

Removed members lose access to all surveys and data in the team immediately. Their previous work (uploaded scans, verified responses) remains in the system.

Pending invitations

You can view and manage pending invitations in Team Settings. If an invitation has not been accepted, you can resend or cancel it.

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