Members & Roles

Inviting members

Under Settings → Members, enter an email and pick a role to send an invitation. The recipient joins via the link in the invite email (valid for 7 days). Registered users join directly; others are guided to sign up first.

The four roles

A team has four roles, from most to least privileged:

Role	In one line
Owner	The team's ultimate owner, with full access. Each team has exactly one owner.
Admin	Runs the team day to day: forms, question banks, respondents, leads, members, team settings.
Member	Builds quizzes and works the leads they generate.
Viewer	Reads. Cannot change anything, anywhere.

The line between owner and admin is deliberate: an admin runs the team, an owner owns it. Anything that changes who the team belongs to, or its relationship with us as a paying customer, stays with the owner.

Permission matrix

✅ full · text = allowed but limited · — not allowed

Quizzes

	Owner	Admin	Member	Viewer
Create a quiz	✅	✅	✅	—
See the quiz list	✅	✅	own + shared	shared only
Edit quiz content	✅	✅	own + shared	—
Sharing, transfer, translations, duplicate	✅	✅	own + shared	—
Move to trash, restore, delete	✅	✅	own only	—
See responses	✅	✅	own + shared	shared only
Delete responses	✅	✅	own + shared	—

Question banks

	Owner	Admin	Member	Viewer
Browse banks and questions	✅	✅	✅	✅
Create, edit, delete a bank	✅	✅	—	—
Add, edit, delete questions	✅	✅	—	—

Respondents & leads

	Owner	Admin	Member	Viewer
See all the team's respondents and leads	✅	✅	✅	✅
Work leads — assign, tag, change status, comment	✅	✅	✅	—
Edit respondent details	✅	✅	✅	—
Create or delete a respondent	✅	✅	—	—
Configure lead statuses and tags	✅	✅	—	—
Export data	✅	✅	—	—
Manage bookings	✅	✅	own leads only	—

Respondents and leads are team-wide for everyone, including viewers — they are not narrowed by which quizzes you can see. Only responses follow quiz visibility.

Members

	Owner	Admin	Member	Viewer
See the member list	✅	✅	✅	✅
Invite members, including as admin	✅	✅	—	—
Change roles, disable, enable, remove	anyone but the owner	anyone but the owner	—	—
Transfer ownership	✅	—	—	—
Leave the team	transfer first	✅	✅	✅

Team settings

	Owner	Admin	Member	Viewer
Team name, logo, address, AI model tier	✅	✅	—	—
Booking availability	✅	✅	—	—
Connectors	✅	✅	—	—
Audit logs	✅	✅	—	—
Custom domain	✅	—	—	—
API keys	✅	—	—	—
Delete the team	✅	—	—	—

Billing

	Owner	Admin	Member	Viewer
Upgrade, payment method, cancel, refund	✅	—	—	—
Top up AI credits	✅	✅	—	—

Topping up is usage management, not a change to the subscription, so an admin can do it. Everything that alters the subscription itself stays with the owner.

Who can manage whom

Owner and admin can both manage everyone else — including each other. An admin can appoint another admin, demote one, disable one, or remove one.
The owner's own row is untouchable. The owner changes only by transferring ownership, never by editing a role.
Nobody can change their own role, not even to step down. Ask another owner or admin to do it. Leaving the team is always your own to do.
Member and viewer cannot manage anyone.

Because admins can demote each other, treat admin as a role you grant to people you'd trust with the team. If you want someone to see everything without touching it, that's Viewer.

Transferring ownership

Only the owner can transfer ownership, from Settings → Members. The new owner must already be an active member of the team. After the transfer you become a regular member — the team always has exactly one owner.

An owner cannot leave the team directly; transfer ownership first.

Want someone to see results without touching the quiz? Invite them as a Viewer, then share the relevant quizzes with them.

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