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How to Invite Teammates to Your Crowds Workspace

Last updated on May 29, 2025

Inviting your Teammates to your Workspace

Collaborating with your team on user research projects is essential for gathering diverse insights and perspectives. Crowds makes it easy to invite teammates to your workspace with different permission levels based on their role in your research process.

How to Invite Team Members

Step 1: Access Your Dashboard Settings

  1. Log into your Crowd account on your main dashboard

  2. Look for the three dots (⋯) at the bottom left corner of your screen

  3. Click on the three dots to open the settings menu

Step 2: Navigate to Invite Colleagues

  1. From the menu that appears, click on "Invite Colleagues"

  2. This will open your Team management section

Step 2: Send Invitations

  1. Click the "Invite team member" button

  2. Enter your teammate's email address

  3. Select their role (Editor or Viewer)

  4. Send the invitation

Your teammates will receive an email invitation to join your workspace with the permissions you have assigned.

Understanding User Roles & Permissions

👑 Owner (You) - Full Control

What Owners Can Do:

  • Complete workspace control - modify, delete, or configure any aspect

  • Manage all team members - invite, remove, and change user roles

  • Delete entire workspace - ultimate authority over workspace lifecycle

  • Access all content - view all observations, feedback, and research data

  • Billing management - handle subscription and payment settings

✏️ Editor - Active Collaborators

What Editors Can Do:

  • Modify workspace content - edit research studies, surveys, and tests

  • Add observations and feedback - contribute insights to research projects

  • Send email invitations - invite new participants to studies

  • Create and manage studies - set up new research projects

  • Access most features - use majority of Crowds tools and functionality

What Editors Cannot Do:

  • Delete the entire workspace

  • Change billing settings

  • Remove the workspace owner

👁️ Viewer - Read only Access

What Viewers Can Do:

  • View all workspace content - see research studies, results, and data

  • Provide observations - add comments and feedback on research findings

  • Participate in discussions - engage with team insights and findings

What Viewers Cannot Do:

  • Modify or edit workspace content

  • Create new studies or tests

  • Invite other team members

  • Access workspace configuration settings

Editor Seats by Plan

Each Crowds plan includes different numbers of editor seats. Here's what is included plan:

Starter Plan - $29/month

Growth Plan - $149/month

Scale Plan - $599/month

  • 10 Editor seats included (owner + 9 editors)

  • Additional editor seats: $20/seat

  • Unlimited viewer seats

  • Learn more about Scale Plan features →

Enterprise Plan - Custom Pricing

Managing Your Team

Viewing Team Members

In your Team settings, you can:

  • See all team members with their roles and last activity

  • Filter by role using the "All members" dropdown to view Owners, Editors, or Viewers

  • Search team members using the search bar

  • Monitor team activity to see who's actively using the workspace

Changing User Roles

As a workspace owner, you can easily change teammate roles:

  1. Go to your Team settings

  2. Find the team member you want to modify

  3. Click on their current role

  4. Select their new role (Editor or Viewer)

  5. Changes take effect immediately

Managing Pending Invitations

Keep track of team invitations in the "Pending invites" tab to see:

  • Who has not accepted their invitation yet

  • When invitations were sent

  • Option to resend or cancel pending invitations

Best Practices for Team Collaboration

Assign Roles Strategically

  • Make researchers and UX designers Editors so they can create and modify studies

  • Give stakeholders Viewer access so they can see results without accidentally changing settings

  • Limit Owner permissions to project leads or team managers

Communication & Workflow

  • Use Crowds' notification system to stay updated on team activities

  • Leverage audit trails to track who made what changes

  • Set up Slack integration for seamless team communication

Security Considerations

  • Regularly review team access and remove inactive members

  • Use appropriate permission levels - do not give Editor access if Viewer is sufficient

  • Monitor workspace activity through the audit trail

Getting Started

Ready to invite your team? Simply navigate to Profile settings > Invite colleagues and start building your collaborative research environment today

Need help? Contact our support team or check out our comprehensive help center for more detailed guides on workspace management and team collaboration.