Organize your team,
control access.
Create teams, invite members, assign roles, and manage project access - all from one place. Keep your research organized with granular permissions.
Four roles for complete control.
Every member gets a role that defines what they can see and do. From full admin access to view-only collaboration.
Organization Owner
Full control over the organization. Can manage billing, members, teams, projects, and all settings. The highest permission level.
Set up your team in minutes.
From inviting your first member to sharing a study - here is the complete flow.
Invite Members
Add team members by email or from your organization. They receive a welcome email with an invitation to join.
- Invite by email or select from organization
- Set initial role during invitation
- Track pending & accepted invitations
- Welcome email with accept link
Create Teams
Organize members into teams with names and descriptions. Each team groups people who work together on research projects.
- Name and describe each team
- Add members from your organization
- Invite new members by email directly
- Set View or Edit access per member
Assign Roles
Give each member the right level of access. Change roles anytime from the members table with a simple dropdown.
- Owner, Admin, Researcher, Collaborator
- Change roles with a single click
- Deactivate members when needed
- Active, Pending, Deactivated status tabs
Share Studies & Collaborate
Share projects with team members or the entire team. Set View-only or Edit access per collaborator for each study.
- Add collaborators from your organization
- Invite external collaborators by email
- Set View or Edit permissions per person
- Invite entire teams to a project
Stop managing 6 different research tools. Give your team everything in one platform.
Whether you're a solo researcher or managing 50-person teams across three time zones. Built for teams handling sensitive health data, with security documentation and compliance features your procurement team needs. [VERIFY: Do you offer migration support?]
Member Invitations
Invite members by email with customizable roles. Track pending invitations, resend invites, and manage the onboarding flow.
Team Creation
Create unlimited teams with names and descriptions. Organize members into research groups and manage project access at the team level.
Role-Based Access
Four distinct roles with clear permissions. Owner, Admin, Researcher, Collaborator - each with precisely defined capabilities.
Project Sharing
Share studies with individual members or entire teams. Set View-only or Edit access per collaborator for fine-grained control.
Organization Settings
Switch between organizations, manage billing, configure templates, and control organization-wide settings from one dashboard.
Email Invitations
Beautiful welcome emails with organization details, team assignments, and one-click accept. Track delivery and acceptance status.
Seamless onboarding experience.
When you invite a member, they receive a beautiful welcome email. One click to accept and they are in.
Frequently Asked Questions About Team Management
Explore more features
Team management works seamlessly with all our research tools.
Start building your research team.
Invite members, create teams, and collaborate on research - all in one place.