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How to Add Team Members to Your Account

Billy Dowell Updated by Billy Dowell

Add members to your team account in Great Question

Whoever first uttered the phrase "the more, the merrier" was obviously talking about Great Question.

Below are steps to invite team members to your account, change a team member's role, and delete users.

Features and settings in the Team page

Members

  • View a list of all members, their roles, and their status (Joined/Invited)

Deactivated

  • View a list of removed (deleted) members

Settings

  • Workspace access: Enable this feature to allow users with a domain email address that matches your company domain to join your workspace as observers without a direct invitation.
If you do not have a domain set, you will see a prompt to contact [email protected]. Please include the domain you would like added.
  • Visibility of candidate PII: Set which roles can see candidate Personally Identifiable Information (PII) (default is Admin & Creator only)
  • Registration methods:┬áSpecify which authentication methods can be used to accept invites to your workspace. Such as: Email & Password, Google SSO, and SAML (Enterprise accounts)
  • Role configuration: Require Admin approval for funding of studies to manage account funds.

Inviting team members

If you are an Admin or Creator, you can send teammates a direct link to join your account.

  1. Click on your name in the bottom left corner of the screen, and select Account.
  2. Go to Team.
  3. Click Invite new user
  4. Enter their name, email address, and identify which permission level you'd like them to have.

Changing a team member's role

If you are an Admin, you can change the permission level your teammates have within your workspace.

  1. Click on your name in the bottom left corner of the screen, and select Account.
  2. Go to Team.
  3. Click the Edit icon beside the team member's name.
  4. Update any details and/or choose their role.
  5. Click Update User.

Delete a user from your account

If you are an Admin and you want to remove someone from your GQ workspace, follow these steps:

  1. Click on your name in the bottom left corner of the screen, and select Account.
  2. Go to Team.
  3. Click the Edit icon beside the team member's name.
  4. Click Remove team member.

Reactivate a deleted user from your account

If you are an Admin and you want to add a removed user back to your GQ workspace, follow these steps:

  1. Click on your name in the bottom left corner of the screen, and select Account.
  2. Go to Team.
  3. Click Deactivated
  4. Click the Edit icon beside the team member's name.
  5. Click Reactivate User.

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