Workspace Members

About Workspace Members

Workspaces allow you to collaborate with your team. Workspace administrators can invite people to the workspace so that everyone can work together.

There are two roles for workspace members:

  • Collaborators can include and exclude their own surveys and reports, as well as edit the content available in the workspace.
  • Administrators have all the rights and privileges available to collaborators. They can also manage the workspace content and its members.

Add Workspace Members

To invite people to join a workspace, you have to be an administrator. 

  1. Navigate to your workspace.
  2. Select members in the side menu.
  3. Click on the invite icon ().
  4. Select the workspace role you want to give the new member(s), and click next.
  5. You now have two different options depending on whether you are working in an organization or personal account:
    • If you are working in an organization, select the organization members you want to add to your workspace. Finally, click add.
    • If you are working in your personal account, you to insert the email address(es) of the people you want to add to your workspace. Once done, click next and send now.

Joining Workspaces

People can only join workspaces if they're invited by an administrator. Joining a workspace depends on whether you're working in your personal account or an organization.

If you're working in an organization, you will join automatically after being added. However, if you're working on your personal account, you will get an in-app message with the invitation to join the workspace, which you have to actively accept.

After joining, the user will see the workspace in their workspace library and all the content will be visible in the survey and report libraries as well.

Remove Workspace Members

Only administrators can remove members and once removed, their content will no longer be available in the workspace.

To remove a workspace member all you have to do is:

  1. Navigate to your workspace.
  2. Select members in the side menu.
  3. Select the member(s) you want to remove.
  4. Click on the actions menu and select remove.
  5. A dialogue box will pop up. Click remove and the members will be removed immediately.

Leaving Workspaces

To leave a workspace, all you have to do is:

  1. Navigate to the workspace you want to leave.
  2. Select members in the side menu.
  3. Click on the leave button and a dialogue box will show up.
  4. If you're sure, click leave.
  5. You and your surveys/reports will be removed from the workspace immediately.

Once you leave, you exclude all your surveys/reports and workspace members won't have access to them anymore.

Security Guidelines for Workspaces

Workspace admins can manage everything about a workspace, therefore, we recommend that you follow these guidelines to keep your workspace more secure:

  1. Have a minimum of 2 admins. In case of account lockout, you can always have 1 admin to fall back on. Learn more about workspace members and roles.
  2. Require two-factor authentication (2FA) for admins. It's actually a good idea to require 2FA for all your users, but admins should definitely be required to use 2FA to log in. 2FA makes users enter a second identification method to verify they're who they say they are, which means that if an admin account gets compromised, the password is useless without the second form of identification.

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