Help Docs

• You must be logged in to DoReveal.
• You must have an Owner or Admin role on the team to invite new members.
  
  

Invite Members Individually

1. Log in to DoReveal
   • After logging in, locate and click on Teams in the navigation.
2. Select Your Team
   • You’ll see a list of teams you belong to.
   • Click on the team you want to manage.
     
     
3. Add a New Member
   • Click Add to invite a new team member.
4. Choose a Role
   • Select the appropriate role for the user:
     • Owner – Full access to everything in the team.
     • Admin – Full access except removing an Owner.
     • Researcher – Can access, edit, and analyze all studies.
     • Viewer – Can only view studies they have access to. (Coming soon)
5. Enter Member Details
   • Enter the person’s name and email address.
6. Send the Invitation
   • Click Add to send the invitation.
   • The user will receive an email invite to join your team.

Invite Multiple Members Using a CSV File

1. Open the Team Page
   • Go to Teams and select the team you want to manage.
2. Click Upload
   • Select the Upload CSV option.
3. Prepare Your CSV File
   • The file must include the following columns: "Name", "Email"
   • Existing team members will be automatically skipped.
     
     
4. Upload the File
   • Click Choose CSV and select your file.
   • Review the preview of members being imported.
5. Assign a Role
   • Choose the role that all imported members should have.
6. Import Members
   • Click Import to Members.
   • All listed users will be invited to your team.
     
     

Manage Team Members

• You can change a member’s role at any time.
• You can remove members from the team if needed.
• Owners and Admins maintain full control over team membership.