> For the complete documentation index, see [llms.txt](https://docs.zigpoll.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zigpoll.com/tutorials/adding-team-members.md).

# Adding Team Members

Learn how to add team members to your account and choose their role.

To add a team member to your account, do the following:

1. Go to <https://app.zigpoll.com>. If your account was installed through Shopify, open it from Shopify admin → **Apps → Zigpoll** instead.
2. Click **Profile** at the bottom of the sidebar, then **Accounts**.
3. Open the **Team** tab for the account you want to add the teammate to.
4. Click **Add Team Member**.
5. Enter the email address of the team member, choose their role, and click **Add**.

That's it! If your teammate already has a Zigpoll login with that email address and a password, they're added to the account right away. Otherwise they'll get an email invite. Once they accept it, the account appears in the account dropdown at the top left of their dashboard.

{% hint style="info" %}
Email invites expire after 7 days. Pending invites are listed on the same **Team** tab under **Pending Invites**, where you can resend an invite (or **Send a new invite** once it has expired) or cancel it. An account can have up to 20 pending invites at a time.
{% endhint %}

### Accepting an invite

The invite email contains a link to sign up. Your teammate should:

1. Open the link from the invite email. Don't go to the Zigpoll website and sign up separately, because the link is what connects them to your account.
2. Sign up with their email and a password, or use **Sign up with Google** with a Google account for the invited address.

If they already have a Google login for the invited address, logging in with Google connects the invite automatically.

### Roles

Each team member has a role that controls what they can do in the account:

| Role              | Permissions                                                                                                                                                         |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**         | Everything, including removing members, changing roles, granting the Billing Admin role, and deleting the account. The owner is the person who created the account. |
| **Admin**         | Add team members, resend or cancel invites, edit surveys, and manage account settings and integrations. Cannot manage the plan or billing.                          |
| **Billing Admin** | Everything an Admin can do, plus manage the plan and billing.                                                                                                       |
| **Editor**        | Create and edit surveys, run campaigns, and view results. Cannot change account settings, integrations, or team members.                                            |
| **Read only**     | View surveys and results. Cannot make any changes.                                                                                                                  |

Owners, Admins, and Billing Admins can add team members and see the **Team** tab. Only the owner and Billing Admins see the **Plan** and **Limits** tabs.

Only the account owner can remove members (**Remove Team Member**), change a member's role, or grant the Billing Admin role. The owner's own role can't be changed. If you would like to change the account owner, please [contact support](mailto:support@zigpoll.com) with the current owner's email and the new owner's email.

{% hint style="info" %}
A Billing Admin who logs in with an email address can manage the plan of a Shopify-installed account, but Shopify asks for approval of every new charge. Whoever approves it needs access to the store's Shopify admin.
{% endhint %}

## Troubleshooting

### The invite link opened a new, empty account

The invite wasn't connected to the login you ended up in. This happens when:

* **You signed up without the invite link**, for example by going to app.zigpoll.com directly. Zigpoll only connects an email-and-password signup to a team through the link in the invite email.
* **You used Google with a different address** than the one that was invited.
* **You were already logged in as someone else.** The link opens the login you're already signed in as, and the invite stays pending.

To fix it, log out, then open the invite link from the email again and sign up with the invited address. If the invite has been used or has expired, ask the person who invited you to click **Send a new invite** on the **Team** tab. Any empty account you created by accident can simply be ignored.

### The invite landed me in the wrong account

Your browser can only be signed in to one Zigpoll login at a time. If the account you were invited to isn't in the account dropdown at the top left:

1. Log out.
2. Log back in with the login that was invited. Use the same method you signed up with: email and password, **Log in with Google**, or **Log in with Shopify**. Each method is a separate login, even when the email address is the same.
3. Check the account dropdown again.

### I already have a Zigpoll login under a different email

Ask the account owner or an Admin to invite the email address of the login you already use, instead of a new one. If that login has a password, it's added right away and the account appears in your account dropdown with no invite to accept. If you already accepted an invite under the other address, you'll have two logins. Ask for your preferred one to be invited, and the owner can remove the other.

### My teammate uses "Log in with Shopify"

A Shopify install is its own login tied to the store, with no email address Zigpoll can invite. Anyone with access to the store's Shopify admin can already open the account from **Apps → Zigpoll**. To give someone access without Shopify, invite their email address; they accept it as a separate email or Google login. See [Managing Multiple Accounts](/accounts/multiple-accounts.md).

### I used to see "A user with that email address was not found"

That message came from an older version of the team page, when only people who already had a Zigpoll login could be added. Today, anyone without a login is sent an email invite instead.


---

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