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The "Research Team" section of the Project Settings page is where you go to add and manage the members of the research team.
To configure your study, select Settings>Project Settings in the navigation menu. Here you can define basic settings, obscure profile PII, add terms and conditions, add team members, and define segments and schedules.
Note: The above video incorrectly states that observers can download reports from the Explore area. Observers are unable to download any data from the Explore area.
The following details and options are available when reviewing a research team:
1. Click here to add a new team member...: Select this to add a new member to the research team. For each team member you need to provide a name, email address, and role.
2. Roles: There are three different roles a person can have in a project:
- Researchers: Members of your team who have full capabilities. They can access all areas of the project, edit activities, add/delete/disable participants and research team members, and communicate directly with participants.
- Observers: Only has access to Overview, Explore, and Activities & Scheduling pages. Observers can only view the Activities & Scheduling page, but not edit activities or the calendar. Observers have full access to the Explore pages, including tagging responses and leaving comments. Comments left by Observers are visible to Researchers and Observers, but cannot be viewed by the Participant. Observers cannot export data or view Participant email addresses.
- Recruiters: Designed to be used with recruiters helping you with the project, this role allows someone to assist you in adding participants to your study. Their access is limited to the Participants page, where they can add, edit, and remove participants.
3. Visits: The number of times a team member has visited the project, as well as the last time they visited.
4. Change Name: Change the name of the team member.
5. Invite / Re-invite: Sends an invite email to the team member letting them know they now have access to the project.
6. Remove: Removes the team member completely from the project and all data they have contributed (such as comments).
7. Disable: The team member will no longer be able to access the project but any data they created (such as comments) is kept.