Table of Contents

Great Question Teams

Gina Romero Updated by Gina Romero

Teams

Learn how to organize your workspace into dedicated teams for better structure, collaboration, and control.

Who this is for

This article is for Admins who want to manage users, candidates, and studies by group within their Great Question workspace.

The Teams feature is available by request for Enterprise plans.

What is Teams?

The Teams feature lets you break down your Great Question workspace into smaller groups based on your organization’s structure, projects, or workflows. Each team has its own members, studies, candidates, and optional settings like branding, consent forms, and wallets.

Why Teams Matter
  • Organize efficiently: Group members and studies by department or function.
  • Scale easily: Use team-based wallets and permissions for distributed management.

How Teams Work

Members

Workspace members can belong to one or multiple teams. Admins manage team assignments during creation or editing.

Candidates

Candidates can be assigned to specific teams to control who can contact them and for which studies.

  • Candidates set to Workspace are visible to all teams.
  • All members can still view all candidates on the global Candidates page.
Studies

Studies can be created within or assigned to a team.

  • Admins can move studies between any teams.
  • Creators can only move studies between teams they belong to.

How to Create a Team (Admins only)

  1. Go to Settings → Teams.
  2. Click Create team in the top right corner or the ➕ icon in the left sidebar under the Teams section
  3. Optional: Choose a color and icon for the team.
  4. Enter a team name.
  5. Search for and add members.
  6. Click Create team.

How to Edit a Team (Admins only)

  1. Go to Settings → Teams.
  2. Click on ⋯ next to the team name you want to edit.
  3. Optional: Update the icon and color.
  4. Rename the team or modify members.
    • To add a member, add their name or email.
    • To remove a member, click ✖ next to their name.
  5. Click Save changes.

You can also edit a team by clicking on Profile under the team on the Settings page.

  1. Click on Edit and you will be able to update the icon and color.
  2. To update Join access, click on Edit and you can decide whether Admins should decide who should on what team or if creators can self-join. Observers will always need to be added by an admin.
    1. image.png
  3. Click Save changes.

Branding (Admins Only)
  1. Go to Settings → Teams → [Team name] → Branding.
  2. Update the logo and colors.
  3. Configure your branding preferences. For a more in-depth breakdown, please follow the instructions in the Branding article.
  1. Go to Settings → Teams → [Team name] → Legal.
  2. Add or remove custom consent forms.
  3. Configure your Legal preferences. For a more in-depth breakdown, please follow the instructions in the Consent Forms article.

Managing Candidates by Team

Assign Candidates to a Team
  1. Go to Candidates (global or team-specific view).
  2. Select candidates using the checkboxes.
  3. Click Manage → Change affiliation.
  4. In the popup, select Only specific teams.
  5. Check the boxes next to desired teams.
  6. Click Save changes.

Candidate access updates appear in the Affiliation column.

Filter Candidates by Team
  1. On the global Candidates page, click Filter (top right).
  2. Search for and select Affiliation.
  3. Choose Includes any of or Is equal to.
  4. Select team names and click Apply.

Managing Studies by Team

Assign a Study to a Team
  1. Open the study.
  2. Click Workspace (or current team name) in the top-right corner.
  3. Search for and select the team.
  4. Changes save automatically.

View Studies by Team
  1. Go to the Teams section in the sidebar.
  2. Expand a team and click Studies.
  3. All studies within that team will appear in one view.

Team Wallets (Admins Only)

Use team wallets to allocate funds from your main wallet to specific teams.

Enable Team Wallets
  1. Go to Settings → Wallets.
  2. Toggle Team Wallets on.
Note: If you don't see this option, contact [email protected] for more assistance.
Fund a Team Wallet
  1. Ensure your General wallet has funds.
  2. Click Move funds.
  3. Select the source wallet and destination team wallet.
  4. Enter the amount and click Confirm & move.

Note: Studies assigned to a team can only use that team’s wallet for funding.

Troubleshooting Teams

Issue

What's Happening

How to Fix It

Can’t create a team

You may not have Admin privileges.

Only Admins can create or manage teams. Confirm your role or contact an Admin.

Can’t see Teams in Settings

Feature not enabled for your plan.

Teams are available only on Enterprise plans. Contact [email protected] to enable it.

Can’t move a study to a different team

The study is closed, or you’re not a member of the target team.

Reopen the study or ask an Admin to move it.

Candidate assignment not saving

Cache or sync delay in workspace data.

Refresh the page and confirm the update in the Contact access column.

Funds not transferring between wallets

Team Wallets may not be enabled.

Contact [email protected] for further assistance.

Still need help?

Reach out to us anytime in the app or email us at [email protected]!

How did we do?

Branding

Migrating from Dovetail to Great Question

Contact