Understand users, roles and workspace access

Manage the team

1. Open Team from the profile menu if you have access.
2. Review current members, their roles and status, and the team seat summary.
3. If inviting is available, select Invite teammate, provide the requested details and role, and select Send invitation.
4. The recipient follows the invitation to join or sign in. Check pending invitations or ask the recipient if they cannot access it.

Roles and access

Roles affect available actions. For example, the response review page gives viewers read-only access and offers managers or admins an approval and sign-off action. Team management displays Manager and Analyst roles.

Invitations may be unavailable because of seat capacity or plan access. Ask a workspace manager to check seats, membership and subscription status rather than sharing an existing account.