Workspace Page
The Workspace page provides an overview of your organization and team.
Accessing Workspace
Click your profile icon
Select Workspace
View organization details and members
Organization Overview
Your workspace includes:
Element | Description |
Organization name | Your company/team name |
Plan | Current subscription level |
Member count | Total team members |
Usage | Credits and activity |
Members Table
View all team members in your organization.
Member Information
Column | Description |
Name | Member's display name |
Account email | |
Role | Permission level |
Status | Active/Invited/Inactive |
Joined | Date added |
Filtering Members
Search by name or email
Filter by role
Sort by any column
User Roles
Different roles have different permissions:
Admin
Full access including:
Manage team members
View billing
Access all studies
Change organization settings
Member
Standard access:
Create and edit own studies
View assigned studies
Generate reports
Export data
Viewer
Limited access:
View assigned studies
View reports
No editing capabilities
Managing Members
Inviting Members
Click Invite Member
Enter email address
Select role
Send invitation
Invited users receive an email with setup instructions.
Changing Roles
Click member row
Select new role
Confirm change
Role changes take effect immediately.
Removing Members
Click member row
Select Remove
Confirm removal
Removed members lose access immediately but their studies remain.
Collaboration Patterns
Study Sharing
Studies can be shared within your organization:
All admins can see all studies
Members see studies they created or were assigned
Viewers see only assigned studies
Working Together
Best practices for team collaboration:
Use clear study naming conventions
Document study purposes in descriptions
Assign appropriate access levels
Review team activity periodically
Workspace Settings
Organization Name
Update your organization display name:
Go to Workspace settings
Edit organization name
Save changes
Default Settings
Configure defaults for new studies:
Default language
Default panel settings
Quality thresholds
Security
Access Control
All actions are logged
Sessions expire after inactivity
Password requirements enforced
Data Isolation
Each organization has:
Isolated data storage
Separate user database
Independent settings
💡 Tip: Regularly review your team member list and remove access for people who have left. This maintains security and keeps your workspace organized.