Inviting users
To invite a user or your team member(s) into Freshsurvey, you can:
1. Click on ‘Settings’ on the left navigation bar
2. Click on the ‘User management' tab in the left pane.
3. Use the ‘Invite user’ button to invite your teammates to Freshsurvey.
4. Assign roles, add email IDs and click 'Invite'. Note you can also add multiple users at once. Add the email addresses as comma-separated values.
The User Management tab is divided into All and Pending users. The ‘All’ section includes all the users you have added. The users who are yet to accept your invitation are clubbed together under the 'Pending' tab.
Understanding user roles
Freshsurvey has 4 different roles:
Owner, Admin, Analyst, and Read-only user. Here's what each user can do, which is what sets them apart.
Owner:
Owners can perform CRUD operations (create, read, update, delete) against surveys, dashboards, workflows, contacts, segments, lists, integrations, and users. While similar to Admins in this regard, they also hold the ability to delete an account.
An account cannot exist without an owner, which can be transferred to other Admins, via Settings> Account management
Admin:
Admins can perform CRUD operations against surveys, dashboards, workflows, contacts, segments, lists, integrations, and users. While they can receive account ownership, they cannot transfer it from one user to another.
Analyst:
Analysts can perform CRUD operations against dashboards and report views. They can also export reports and customer responses.
Read-only users:
These users can only read reports and surveys. They can also access contacts, lists, and segments, but cannot make any changes.
Note: A total of 10 account users can be added to your account
