Adding and managing team members

In SmartFeedback, you can invite team members to collaborate within each organization. This feature allows you to streamline feedback management and analysis efforts across your business locations.

User roles and permissions

There are two user roles with distinct access levels in SmartFeedback:

• Organization owner: The person who created the account for your company. Owners have full control over every aspect of the organization, including managing team members, business locations, surveys, and integrations.

• Team member: Users invited by the organization owner to collaborate within the organization. Team members have access to view and analyze data, create and manage business locations and surveys, and perform other tasks.

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🟢 = Allowed, 🔴 = Not Allowed

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Adding team members

Step 1. Access the team tab

• Click the Settings button in the sidebar menu.
• Select the Team tab.
• Click Add Team Member.

Step 2. Invite team members

• Enter the email address of the person you wish to invite.
• Click Send to share an invitation link to join your Organization.

Once the team member accepts the invitation, they will have access to your Organization.

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Removing team members

Step 1. Access the team tab

• Click the Settings button in the sidebar menu.
• Select the Team tab.

Step 2. Delete the team member

• Click the three dots icon next to the team member you want to remove.
• Select Delete.
• In the pop-up window, confirm by clicking Delete to permanently remove the team member from your organization.

⚠️ Note: Removing a team member will revoke their access to your Organization's data and resources. Ensure you only remove users who no longer require access.

By effectively managing your team members, you can streamline collaboration and maintain control over your Organization's feedback and analysis processes within SmartFeedback.