Teams & Collaboration

Share projects and collaborate with team members. Invite colleagues, manage permissions, and work together on feedback collection.

Email-based invitations

Role-based permissions

Shared project access

Teams Feature

Teams and collaboration features are available with a Teams subscription. Free users can be invited to teams but cannot create teams or invite others.

How Teams Work

Personal Teams

Every user automatically gets a personal team for their individual projects. Personal teams cannot have additional members.

Collaborative Teams

Teams subscribers can create collaborative teams and invite team members via email. Perfect for agencies and organizations.

Shared Projects

Projects can be assigned to teams, giving all team members access to view and analyze feedback data together.

Team Roles & Permissions

Project Owner

Highest Permission

Full project settings access

Widget configuration

Delete project

Invite/remove team members

View all feedback data

Manage project details

Team Member

View Access

View all question data

Access dashboard analytics

Export feedback reports

Modify widget settings

Delete project

Modify project details

Getting Started with Teams

Upgrade to Teams

Teams functionality requires a Teams subscription. Upgrade from your dashboard settings to unlock team creation.

What you get with Teams subscription:

• Create unlimited teams

• Invite team members via email

• Shared project access

• Team dashboard and analytics

Create Your Team

Navigate to /dashboard/team or click the team switcher in your dashboard header, then create a new collaborative team.

Team creation includes:

• Team name and basic details

• You automatically become the team owner

• Team appears in your dashboard switcher

• Ready to invite members and create projects

Invite Team Members

Use the "Invite Member" button in your team dashboard to send email invitations. Invitees receive a branded email with a secure invitation link.

Invitation process:

• Enter email address and optional role

• System sends professional invitation email

• Invitations expire after 7 days

• Members join automatically when they sign in

Create Team Projects

Create projects assigned to your team from the team dashboard. All team members will be able to see the project and its feedback data in their dashboard.

Team project benefits:

• Shared access to feedback data

• Team members see projects in their sidebar

• Project owner retains full control

• Analytics accessible to all team members

Team Dashboard Features

Team Owner Features

Member Management

Invite new members via email, view member list, and manage team roster.

Project Creation

Create new projects directly for the team with instant member access.

Team Settings

Manage team details, member permissions, and team-level configurations.

Team Member Features

Project Access

View all team projects in dashboard sidebar with full analytics access.

Team Overview

See team member list and understand project ownership structure.

Read-Only Settings

View project configurations without modification permissions.

Accepting Team Invitations

Email Invitation Process

1. Receive Email: You'll get a professional invitation email with the team name, inviter details, and a secure acceptance link.

2. Click Invitation Link: The link takes you to an invitation acceptance page where you can review team details.

3. Sign In or Sign Up: If you don't have an account, you'll be prompted to create one. Existing users just need to sign in.

4. Automatic Acceptance: Once signed in, the invitation is automatically accepted and you're redirected to the team dashboard.

Note: Invitations expire after 7 days. If your invitation has expired, ask the team owner to send a new one.

Best Practices

• Use descriptive team names that clearly identify the team purpose

• Invite members gradually and ensure they understand their role

• Create team-specific projects rather than personal projects for shared work

• Communicate project ownership clearly to team members

• Review team membership regularly and remove inactive members

Important Notes

• Teams subscription required: Only Teams subscribers can create teams and invite members

• Email verification: Invitations are tied to specific email addresses

• Project ownership: Project owners retain full control regardless of team membership

• Invitation limits: Check your subscription for team member limits

• Data access: Team members can see all feedback data for shared projects

Ready to start collaborating?

Upgrade to Teams and create your first team to start sharing projects and collaborating with your colleagues.

Subscriptions

Bug Reports