Organizations with multiple users can collaborate on research while maintaining shared access to studies and credits.
How Organizations Work
Shared Resources
Everyone in your organization:
Sees the same studies (typically)
Draws from shared credit pool
Accesses shared campaigns
Can view analysis and reports
Individual Accounts
Each user has:
Personal login credentials
Individual profile settings
Language preferences
Activity tracking
User Roles
Standard User
Most team members are standard users who can:
Create and edit studies
Manage recruitment
View and analyze responses
Generate reports
Organization Admin
Some organizations have admin users who can also:
Manage organization settings
View credit usage
Access additional controls
📝 Note: Organization admin is different from platform admin. Contact support for organization management needs.
Collaboration Patterns
Working Together
Multiple people can work on the same study:
One person creates the initial study
Others review and suggest edits
Anyone can monitor responses
Anyone can generate analysis
Avoiding Conflicts
To prevent overwriting each other's work:
Communicate who's editing
Make changes at different times
Review changes before overwriting
Division of Labor
Common team patterns:
Role | Responsibilities |
Study Designer | Creates surveys, sets up logic |
Recruitment Lead | Configures panels, manages quotas |
Analyst | Generates reports, creates presentations |
Project Manager | Monitors progress, coordinates team |
Communication
Within Your Team
Coordinate study ownership
Share analysis findings
Discuss methodology decisions
Align on naming conventions
With Support
When contacting support:
Mention your organization name
Identify which study you're asking about
Include relevant user emails if needed
Adding Team Members
To add new users to your organization:
Contact your organization administrator
Or contact Deepfield support
Provide the new user's email
They'll receive login credentials
Credit Management
Shared Pool
Your organization has a credit pool:
All users draw from the same pool
Credits are consumed when collecting responses
Balance is visible in account settings
Monitoring Usage
Track credit consumption:
Check organization balance
Review study-level credit usage
Plan for upcoming projects
Running Low
If credits run low:
Pause non-essential studies
Prioritize critical research
Contact support or your account manager
Best Practices
For Teams
Establish naming conventions
Agree on workflow processes
Communicate about active editing
Review each other's work
For Individuals
Keep your profile up to date
Use clear study names
Document your work
Coordinate with teammates
For Organization Admins
Monitor credit usage
Onboard new team members
Ensure team follows best practices
Maintain organization settings