Managing Team Members and Roles

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

Inviting new members

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

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. The number of members you can invite depends on your subscription plan, and pending invitations count toward that limit.

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. You cannot change your own role, and the owner's role cannot be changed. 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 Revoke access
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. Members other than the owner can also leave a team themselves using the Leave Team button next to their own name.

Pending invitations

You can view and manage pending invitations in the Pending Invites section of Team Settings. If an invitation has not been accepted, you can cancel it at any time, and a Resend option appears one day after it was sent. Invitations expire two weeks after they are sent.