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Teams let groups of members collaborate on research together, with their own access controls, incentive budgets, and branding.

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What are Teams?

Teams are a workspace organizational feature, available on Enterprise plans. They provide scope and access control for studies, candidates, and repository artifacts, so different groups can work in parallel without stepping on each other’s research.

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Why it matters

Control who sees what. Teams govern access to studies, candidates, and repository materials, so sensitive research stays with the people who need it. Give teams their own budget. Team Wallets let Admins allocate incentive funding per team with dedicated budgets. Keep branding on-point. Each team can set its own participant-facing branding, which overrides the account default for that team.

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Visibility modes

Teams operate in one of two visibility modes, set at the account level under Candidates, studies, and repository artifacts on the Permissions page for Visibility of data:
  • Open mode (default) — dropdown option All Members of the Workspace. All members can view resources across teams, but editing is limited to their own team’s resources.
  • Private mode — dropdown option Admins, and all members of affiliated Team. Members see only their own team’s work, plus any workspace-affiliated resources.
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How access is scoped by resource

Team scoping works a little differently depending on the resource:
  • Studies are either team-affiliated (visible to that team and Admins) or workspace-affiliated (visible to everyone).
  • Candidates can belong to one or more teams. A candidate with no team can only be contacted or edited if your account allows open contact access; otherwise, team membership controls who can reach out to them.
  • Repository artifacts (highlights, insights, reels) can be tagged to one or more teams to scope their visibility.
Team-affiliated candidates and studies are visible to members of that team and to Admins.

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Creating and managing Teams

Only Admins can create teams.
  1. Click the + button next to Your Teams, or open the Teams page.
  2. Enter a team name, icon, and color.
  3. Add workspace members by name.
  4. Save the team.
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Members can belong to multiple teams. New teams default to Self-join allowed; an Admin can switch this to Admin-added only from the team’s Profile page after the team is created (see Join access below). Any member of a team, not just Admins, can add or remove other members from that team.
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Join access

Each team has a Join Access setting that controls how members get into it — not who can see the team’s data (that’s the visibility modes above).
  • Self-join allowed (default) — Any Admin or Creator can join the team on their own, from the Teams page. Observers must still be added by an Admin.
  • Admin-added only — Only Admins can add members; self-join is turned off for everyone else.
Admins can always join any team, regardless of this setting. To change it, open the team’s profile page and find the Join Access card. Click Edit, choose Self-join allowed or Admin-added only in the Edit join access dialog, and save. [Screenshot: The team profile page’s “Join Access” card, and the “Edit join access” modal with its two options] Members join or leave teams from the Teams page, using the Join Team / Leave Team button on each row. If Join Team is greyed out, hovering explains why, either this setting restricts it, or the team is managed by your identity provider (see Troubleshooting).
A team can’t be deleted while it still has studies or candidates associated with it. Reassign or remove those first.

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Permissions

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Team Wallets

When Team Wallets are enabled, each team receives a dedicated wallet for incentives, while workspace studies draw from the main wallet. Admins can transfer funds between wallets under Settings → Wallets.

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Troubleshooting