Inviting Team Members

DoReveal is built for collaboration. You can invite people to all studies in a team or give them access to specific studies only.

Roles Overview

When inviting someone, you assign them a role that determines what they can do.

Owner – Full access to the team. Can manage settings and invite members.
Admin – Same as Owner, but they cannot add/remove an Owner.
Researcher – Can fully work on studies (add interviews, edit questions, analyze data, etc.).
Viewer – Can only view study content and cannot make any changes.

Inviting Members to Your Team

To invite collaborators to your team workspace:

1. Go to the Teams Tab

Click Teams in the top navigation bar. You will see all the teams you are part of. Some users may belong to multiple teams.
Only Owners and Admins can invite new team members.

2. Click Add Member

Click Add Member to send an invitation. Enter the following details:

Name
Email address
Role

The invited person will receive an email invitation to join the team.

Inviting Multiple Members at Once

If you want to invite many people at the same time:

Click Upload CSV
Upload a CSV file containing names and email addresses
Invitations will be sent to all listed members

This is useful when onboarding larger research teams or stakeholders.

Team Access vs Study-Level Access

When someone is invited to a team, they automatically get access to all studies within that team. However, sometimes you may want someone to access only one specific study. In that case, you can invite them directly from the study.

Inviting Members to a Specific Study

To invite someone to a single study:

In the study listing view, click the three-dot menu next to the study name
Select Manage Members

You will see all members who currently have access to that study.Some of them may already have access through the team.

Add a Study-Specific Member

To invite someone directly to the study:

Enter their Name
Enter their Email address
Select their Role (Researcher or Viewer)
Send the invitation

They will gain access only to that study, not the entire team workspace.