For the complete documentation index, see llms.txt. This page is also available as Markdown.

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. Click Profile on the bottom left hand side

  2. For the account you want to add the teammate to. Click Manage Users

  3. Click Add Team Member

  4. 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.

Email invites expire after 7 days. You can resend or cancel a pending invite from the same Manage Users page, and an account can have up to 20 pending invites at a time.

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, 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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