Team Management

The Team Members page manages who has access to your Organization, their roles, and how they are grouped.

Adding Users

See Invite Your Team for the full invitation process.

Changing a User’s role

1. Go to Settings > Team Members
2. Click the User’s name
3. Under Role, select Admin, Manager, or Employee
4. Click Save

Role changes take effect immediately. The User’s permissions update on their next page load.

Deactivating a User

When someone leaves your Organization:

1. Go to Settings > Team Members
2. Click the User’s name
3. Click Deactivate Account

A deactivated User cannot log in. Their historical data (Reviews, Survey responses, feedback) is preserved. You can reactivate a deactivated User at any time.

Managing Teams

A Team is a group of Users within an Organization. Teams are used for:

• Targeting Surveys to specific groups
• Filtering Analytics by team
• Assigning Peer Review groups

To create a Team:

1. Go to Settings > Teams
2. Click Create Team
3. Name the Team and add members
4. Optionally assign a Team Lead

A User can belong to multiple Teams. A Team must have at least one member.

Rules and constraints

• Each Organization must have at least one Admin at all times.
• Deactivating the last Admin is not allowed.
• A deactivated User’s data is preserved — it is not deleted.
• Roles can be changed at any time with immediate effect.
• A User can belong to zero or more Teams.
• Deleting a Team does not deactivate its members — they remain in the Organization.