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:
Go to https://app.zigpoll.com
Click Profile on the bottom left hand side
For the account you want to add the teammate to. Click Manage Users
Click Add Team Member
Enter the email address of the team member you want to add and choose their role. They will be sent an invite via email.
Thats it! If your teammate already has a Zigpoll login they will be added to the account right away. Otherwise they'll receive an email invite — once they sign up through the invite link, the account will appear on the top left hand side of their profile.
Roles
Each team member has a role that controls what they can do in the account:
Owner
Everything, including removing members, changing roles, and transferring billing access. The owner is the person who created the account.
Admin
Add team members, edit surveys, and manage account settings and integrations.
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. Only the account owner can remove members, change a member's role, or grant the Billing Admin role. If you would like to change the account owner, please contact support.
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