Add members

As an Organization admin, you can invite staff to join you by Creating a team member. On the Teams & members page, click on Create team member:

Fill in the details of the member you’d like to add. All fields are required, but the most important one is the email address field one, since you won’t be able to modify this field after the member joins your team

As you assign a Role to the member, you’ll notice additional options become available if you select an institution-based role, such as the School admin role in this following example.

These options allow you to assign the Member to specific places (like schools or districts, depending on the configured language), so they can see only a subset of the data within the organization.

Other Roles allow you to indicate the kind of responses the person can see. This can be used to limit a Member to see responses coming only from Current people already in the system, New to it, or both. The following example shows this with Students and Schools, using the Elevated School admin role:

Click Create to send an invite to the member, who will receive it on their email address. If they don’t see the invite within a few minutes, it may be on their Spam folder. In this email they can find the button to Join the team:

Depending on the Organization’s configurations, on the next page the member may now need to:

• Create a password
• Create a password and enroll in Multiple Factor Authentication
• Log in through the Organization’s SSO

Once the member has successfully logged in, they will now show up in the Teams & members page, where they can be modified further.