We believe research should be collaborative and you everyone on the team as well as stakeholders should have access to all the awesome insights you've gathered.
To encourage collaboration we don't limit the number of team members you can invite to your workspace. We also don't charge on the team member seats! So feel free to invite your entire team and company, there won't be any additional charge!
To invite your team, head to your account settings, under "Team" you'll see a section called "Add team members" at the top of the screen. Enter their email address and PlaybookUX will automatically send them an invite. Once they accept the invite, they'll be a part of your workspace!
Here's a quick clip of that in action 🎥
https://player.vimeo.com/video/662370487?h=8d177021e2
There are two types of roles you can have on your account: Admin & User. Admins will have more account management access to be able to customize your workspace and teammate access, whereas Users will have access to all of the features on the account and are able to create and run projects. Here are some frequent tasks you can complete as either an Admin or a User:
| What can I do as an: | Admin | User |
|---|---|---|
| Create projects | ✅ | ✅ |
| Use credits on the account | ✅ | ✅ |
| Manage and create folders | ✅ | ✅ |
| Manage and create tags | ✅ | ✅ |
| Manage and create workspaces | ✅ | ✅ |
| Invite teammates to the platform* | ✅ | ✅ |
| Remove teammates from the account | ✅ | ❌ |
| Change teammates' role from User to Admin and from Admin to User | ✅ | ❌ |
| Access usage reports | ✅ | ❌ |
| Configure consent forms | ✅ | ❌ |
*If you opt to invite a team member with a link instead of sending an email directly from PlaybookUX, an admin is required to approve any account before they will have access.