Managing your team on Conjointly


This functionality is in active development. More team features are coming into the platform soon.

By uniting members into a team, all team members can enjoy the following benefits and get more value from market research:

  • Simplify payment processing by using common payment methods and prepaid balances for all team members.
  • Easier tracking of team expenses by viewing the team’s balance and invoices.
  • Maintain continuity and efficiency by easily adding or replacing team members.

In the future, we will add more features to teams, such as:

  • Sharing experiments and audiences with other team members.
  • Licence management for team members.

Inviting members to your team

By default, you are the only member of your team. Follow these steps to invite other users to join your team:

  1. Go to Manage members.
  2. Click on the Invite members button.
  3. On the pop-up, enter the email addresses of the users you want to invite to your team, with each address on a separate line.

Please note that each user can only belong to one team, and you can only invite users who are not already members of another team. Once a team member joins your team, they will never be able to leave (but you can disable their access to the team at any time).

Inviting members to your team

Managing team members

Team leaders can manage the full list of team members on the Manage members page. They can assign leader or member roles, activate or deactivate members, inviting new members, and revoke invitations.

Managing team members

Role-based access for leaders and members

This table shows the different levels of access that leaders and members have to managing the team, payments, and balance.

AccessLeadersMembers
Managing the team
Add a team member
AvailableNot available
Remove/deactivate a team member
AvailableNot available
View the list of team members
AvailableAvailable
Change the team’s default currency
AvailableNot available
Working with payment methods
Add a payment method
AvailableAvailable
Remove a payment method
AvailableNot available
View available payment methods
AvailableAvailable
Using payment methods to pay for additional services
AvailableAvailable
Working with team balance
View the team balance
AvailableAvailable
Top-up the team balance
AvailableAvailable
Add recurring payments
AvailableAvailable
Remove recurring payments
AvailableNot available
Pay for additional services using the team balance
AvailableAvailable
View the team invoicesAvailableAvailable