Invites

Everyone who works on questionnaires with you needs their own account. You add people by inviting them — you cannot create an account on someone’s behalf.

Inviting sends an email invitation which the recipient accepts to set up their own login.

Admins only

Only admins can invite new users. If you don’t see the option, ask an admin on your account. See roles.

Invite someone

1. Go to Manage Users.

2. Select Invite User.

3. Enter their email address and choose their role.

4. Send the invitation.

They receive an email and set up their own password when they accept.

Pending invitations

Invitations that haven’t been accepted are listed under your team members, with the role they were invited as. For each one you can:

• Resend invite — send the email again if it was missed
• Copy link — get the invitation link to send another way, useful when email is being filtered
• Edit — change the role before they accept

Next steps

• Roles — what each role can do
• Two-factor authentication