Managing Users

The Users page allows you to manage the people who have access to your account. Each user has their own secure login credentials, making it easy for multiple people to collaborate while maintaining account security and activity tracking.

From this page, you can:

• Add new users to your account
• Edit user information
• Assign user roles and permissions
• Set each user’s preferred locale and time zone
• Deactivate users who no longer require access

In projects with multiple users you can choose which user receives project-related system notifications.

Why Individual User Accounts?

Each user has their own username and password. Individual logins provide several benefits:

• Improved account security
• Better visibility into who created or modified projects
• Personalized language and time zone settings
• Greater flexibility when managing project notifications
• Easier account administration as your team grows

User Roles

Each user is assigned a role that determines what they can do within the account.

Administrator

Administrators have full access to the account and can:

• Create and manage projects
• Manage organization settings
• Add, edit, and deactivate users and assign user roles
• Configure account preferences
• Order assessment credits and view credit usage history
• Configure Branded Portals

Member

Members can work on projects they have permission to access but cannot manage account-level settings or users.

Locale

Each user can select their preferred Locale, which determines the default language used for new projects they create. This includes the questionnaire text, report default text, and emails sent to Subjects and Responders.

When a new project is created, it automatically uses the locale selected in the user’s profile. This helps ensure that project communications and reports are generated in the appropriate language from the start.

Time Zone

Each user can select their preferred Time Zone.

Dates and times displayed throughout the platform are shown using the user’s selected time zone, making it easier for teams working in different regions to manage projects accurately.

Project Notifications

When creating a new project, you can select the user(s) who will receive project-related system notifications.

These notifications keep users informed about important project activity and may include confirmations that invitations and reminders have been sent, bounced-back email notifications, and alerts when new people are added to the project.

If needed, multiple users can be selected to receive notifications for the same project, making it easy for teams to stay informed without relying on a shared email address.

Managing Users

To add a new user:

1. Open the Users page.
2. Select Add User.
3. Enter the user’s information.
4. Select the user’s preferred locale and time zone.
5. Assign the appropriate role.
6. Save the new user.

Users with the Administrator role can edit or deactivate other users at any time. Deactivating a user removes their access to the platform without affecting existing projects or project data.