Workspaces & users
Workspaces and users are how you structure your organization and decide who can see what. Workspaces keep your data tidy and separated, while user management controls who's on your team and what each person is allowed to do. Getting these right early makes everything else — reporting, billing and security — far simpler. Admin only
Set up your structure
Create your workspaces
A workspace is an isolated data container — typically one per store, branch or department. Create a workspace for each unit you want to keep separate, giving it a clear title.
Invite your team
Invite team members by email. They join your organization and can be given access to the workspaces they need.
Assign roles
Give each person a role at the organization level, and refine it per workspace so people only see and act on what's relevant to them.
Workspaces
Workspaces let you separate feedback, data and access by unit. Because each workspace is isolated, a regional manager can be limited to their own branch while head office sees everything.
You can create new workspaces, search and sort the list by title or creation date, and open any workspace to view its details. Long lists are paginated so they stay easy to scan. Most settings elsewhere in the Admin Panel — like retention or the CX Badge — can be applied per workspace, which is why a clean workspace structure pays off everywhere.
Users
The Users area is where you manage everyone on your team. You can view all users across the organization, or switch to a workspace tab to see who has access to a specific workspace.
Roles and access
Roles are assigned at two levels. Organization-level roles set someone's baseline access, and per-workspace roles refine it for individual workspaces. This two-level model lets you grant broad access where it's needed and tightly scope it everywhere else. The full role model is covered in Roles below.
Ownership
Every organization has one owner with full control, including billing and the ability to delete the organization. Other people are members. When responsibilities change, the owner can transfer organization ownership to another user.
Transfer ownership carefully
Transferring ownership hands over full control of the organization, including billing and deletion rights. Make sure you're handing it to the right person before you confirm. Admin only
Roles
Roles decide what each person on your team can see and do. They work at two levels — organization-level and workspace-level — and a single user can hold several roles at once, at either level. That flexibility is the point: someone might be an Admin for the whole organization while also having a more specialised role in one particular workspace.
How roles are assigned
You invite a user by email and assign them one or more roles. You can send an organization-level invite (roles that apply across the whole organization) or a per-workspace invite (roles scoped to a single workspace). After someone has joined, you can edit their roles or remove them entirely at any time. Because roles are additive, granting an extra role widens access and removing one narrows it.
The roles
| Role | Level | What they can do |
|---|---|---|
| Owner | Organization and workspace | The top authority — a single person per organization, and a single person per workspace. The Owner can edit and delete the organization (or workspace), move a workspace to another organization, and transfer ownership. |
| Admin Admin only | Organization and/or workspace | Manage the organization's users, settings and configuration. Broad access to all features and settings except the Owner-only actions. Admins are the people who can reach this Admin Panel. |
| Reporting | Workspace | For people who work with the data: view all of a workspace's survey data, view and edit charts and comments, view queue items, see active campaigns, and create (but not delete) alert rules. |
| Campaign Manager | Workspace | For marketing: manage marketing campaign statistics and settings and customer-segment settings, view survey statistics (read-only), and create (but not delete) alert rules. |
About the Owner
There is exactly one Owner per organization and one per workspace — it's the top authority, not a role you hand out freely. Owners always retain access, so you can't simply be removed as Owner; instead, to hand control to someone else you transfer ownership, which is password-protected for safety. See the warning above on transferring carefully.
Permissions evolve
Roles are assigned per organization and per workspace, and the exact permissions attached to each role can change over time as we add features. Treat the table above as a practical guide rather than a fixed contract, and check a user's roles whenever access doesn't look right.
For a primer on how accounts and organizations fit together, see Accounts & organizations. To control sign-in policy, sessions and API keys for the people you've invited, head to Security & API keys.
Related
Accounts & organizations
Security & API keys
Identity & Account
Insights & audit log
For your own login, password and personal profile, head to Identity & Account. To see how your team's actions are recorded, check the Audit Log under Insights in the Admin Panel.