Invite New Users to a Team

What is a team?

 

A team is a department. You can create different teams in your account to reflect the different departments in your business. For example, in our own CHS account, we have a Sales team, a Support team and an HR team.

 

Teams can not only help you organise your account, but also assure you that your data is secure. Surveys, contacts, feedback and conversations all sit within their own teams. Only those who are part of the team will be able to see or use the data. Therefore, a user in Team A cannot see feedback gathered by Team B.

 

 

Invite new users to a team

 

After creating a new team, you need to invite users to it.

 

To do this, head over to the Teams page by clicking on your name in the top right corner of the screen, then select ‘Settings’.

 

 

On the left hand side, click ‘Teams’.

 

 

Find the team you wish to invite a new user to and click ‘Invite teammates’.

 

 

You’ll now see a pop up with 4 fields; Email address, First name, Last name and Role.

 

 

Type in the new user’s email address and name.

 

 

Now, you need to select a role for the new user. You have three options here: Manager, Supervisor or Agent. You can find out which features can be accessed by which user roles here, but the basic differences are:

 

  • Managers can access everything they need for their own team, including surveys, feedback and conversations. They can invite new users or revoke access to the team, but they cannot access any data in any other teams.

 

  • Supervisors can create and send surveys, view feedback and participate in conversations. They cannot invite, view, edit or remove other users.

 

  • Agents can view and reply to feedback, but they cannot create or send surveys. They also cannot invite, view, edit or remove other users.

 

Users are created per team, so if you wish to add a new Admin user, you must add them as a regular user first. Once they’ve registered, you can head over to their profile and click ‘Promote to an admin role’.

 

 

Once you’ve selected a role for your new user, click ‘Invite 1 teammate’.

 

 

The invitation has been sent! 

 

The new user will now receive an email inviting them to complete registration and create their own password for their account.

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