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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 Members page

Members

  • View a list of all members, their role, and their status (such as Joined, Invited, and Pending)
    • Joined means the user has a fully activated account.
    • Invited means the user has been sent an invitation to join the account by another user from within Great Question.
    • Pending means the user was added as an observer to a study, and does not currently have a full account. To activate their account, they just need to sign up for Great Question and their account will be linked to the company account.

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)
  • Interview room visibility: Default sharing settings for every interview room, including observer live streams. More on this setting here.
  • Creating custom attributes: Set which roles can update and create new attribute definitions. More on this setting here.
  • 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 top left corner of the screen, and select Settings.
    1. Or click on Invite teammate in the bottom left corner.
  2. Go to Members.
  3. Click Invite new user.
  4. Enter their name, email address, and identify which permission level you'd like them to have.
  5. Click Send Invitation.
    1. They will be sent an email requesting that they join the account.

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 top left corner of the screen, and select Settings.
  2. Go to Members.
  3. Click the pencil 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 top left corner of the screen, and select Settings.
  2. Go to Members.
  3. Click the pencil 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 top left corner of the screen, and select Settings.
  2. Go to Members.
  3. Click Deactivated.
  4. Click the pencil icon beside the team member's name.
  5. Optional: Update any details and/or change their role.
  6. Click Reactivate User.

Have Questions?

Please reach out to us in the chat or at [email protected]!

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