Concepts

Who can do what.

Every Project has one Owner and any number of Collaborators. Each Collaborator is assigned a role that precisely controls what they can see and change.

Permission matrix

Action
Owner
Full access, billing, team
Editor
Edit content & settings
Viewer
View only, no changes
Data Analyst
Access & export data
Participant Manager
Enrollment & communications
Studies
Create & edit studies
Yes
Yes
—
—
—
Change study status
Yes
Yes
—
—
—
Delete studies
Yes
—
—
—
—
Data
View session data
Yes
Yes
Yes
Yes
—
Export dataset
Yes
Yes
—
Yes
—
Delete participant records
Yes
—
—
—
—
Participants
View participant list
Yes
Yes
Yes
Yes
Yes
Manage enrollment
Yes
—
—
—
Yes
Send communications
Yes
—
—
—
Yes
Team & billing
Invite collaborators
Yes
—
—
—
—
Remove collaborators
Yes
—
—
—
—
Manage subscription
Yes
—
—
—
—
Subscription

The number of Collaborators per Project is set by the Owner's subscription. Collaborators do not need a paid plan of their own — they inherit access through the Project.

Roles

Owner — Full access, billing, team
Editor — Edit content & settings
Viewer — View only, no changes
Data Analyst — Access & export data
Participant Manager — Enrollment & communications
Owner

Full control.

The researcher who creates a Project is its Owner. They have full access — including editing, data export, team management, and billing.

  • Can delete the project and all its data
  • Manages collaborator invitations and removals
  • Holds the subscription that sets the collaborator limit
Collaborator

Scoped access by role.

Collaborators get one of four roles — Editor, Viewer, Data Analyst, or Participant Manager. Each role is precisely scoped to a task.

  • Invited via email by the Owner
  • Access is Project-scoped, not account-wide
  • Can be removed at any time by the Owner
Subscription

Team size follows the plan.

The number of collaborators you can invite depends on the Owner's subscription tier. On Team and Enterprise, collaborators share the Owner's plan and don't need their own paid plan.

  • Free: no collaborators
  • Basic: 1 collaborator (Viewer only)
  • Pro: up to 3 collaborators, any role
  • Team and Enterprise: unlimited collaborators, shared plan