Add, edit or delete users

Users are people who log in to your AskYourTeam account. To manage the users in your organisation, go to Account Settings > Users.

Add a new user

Select New User.
Enter the user's information (first name, last name and email).
Select their Role.
Select Save

All new users will be emailed information on how to log in, except Report Viewers. Report Viewers are only emailed once added and invited to a survey.

💡Not sure which role to choose? There are four types of user roles: Account Manager, Account Administrator, Survey Administrator and Report Viewer. Make sure you are familiar with each role before you add a user.

Edit a user

Find the user you want to edit. You can do this by looking through the list, searching or filtering by role.
Select the pencil icon on their row in the table.
Make your changes.
Select Save to confirm your changes

Any change you make to a user's role will generate an email notifying them that their role has been changed.

Editing restrictions

You can't edit a user's information if they belong to more than one organisation. For example, if there are external consultants undertaking work for multiple organisations. In this situation, there will be no pencil icon shown.

This restriction is in place to ensure no details are changed that could prevent them from logging in for another organisation.

Delete a user

Find the user you want to edit. You can do this by looking through the list, searching or filtering by role.
Select the trash can icon in the Delete column.
Then select OK.

⚠️ Did you know? Account Managers have the greatest access and highest level of permissions in your organisation's account. That means no one can delete an Account Manager except another Account Manager. Learn more about types of user roles.

Give a Survey Administrator access to specific surveys

Survey Administrator - Manage survey access

When you set a user's role to Survey Administrator, a Manage survey access section appears on the user form. This is where you choose which surveys they can manage.

A Survey Administrator automatically has full access to any surveys they create. Use this section to also give them access to existing surveys created by someone else.

To assign surveys:

Add or edit the user (see the steps above) and set their Role to Survey Administrator.
In the Manage survey access section, use the Add survey box to search for and select a survey. Repeat for each survey you want them to manage.
Selected surveys appear in the list below. To remove access to a survey, delete it from the list.
Select Save.

The Survey Administrator will then have full access to manage the surveys they created and the ones you selected here.