Manage Your Team and Project Permissions

This article explains how to manage your team, including adding moderators, recruiters and observers and changing the project owner.

• Managing Your Team
  • Adding/ Managing Moderators
  • Adding/ Managing Observers
  • Adding/ Managing Recruiters
• Changing Project Owner

Managing Your Team

Only the Project Owner can manage the project team. If you need to manage colleagues but are not the project owner, you'll need to ask the current owner to change your permissions.

Adding/ Managing Moderators

Moderators are research colleagues who can collaborate on the project. They can see and edit transcripts, add tags and comments, and have access to all project views. If you add new target groups, remember to link the moderators to them.

Method 1: From the Manage Projects Page

1. On the Manage Projects screen, click the three dots (...) on a project card. 2. Choose Manage Moderators.

Method 2: From the Edit Project Screen

1. Click the pencil icon or the three dots (...) and then choose Edit Project.
2. In the left-hand navigation, click Manage Moderators. 3. Select the moderators you want to add from the dropdown list and click Next.
3. Choose which Target Group(s) you would like them to be able to moderate, then click Save.

Adding/ Managing Observers

Observers are your clients or colleagues who need 'read-only' access. They can see dashboard views and respondent uploads but cannot edit transcripts, add comments, or export data.

1. On the Manage Projects screen, click the three dots (...) on a project card.
2. Choose Invite Observers. 3. Add the observer's email address (one per line) and click Next.

Control access to target groups: You can then adjust which target groups they have access. If you remove access to all target groups, the observer will be removed from the project.

Observers will receive an automatic email from support@indeemo.com, guiding them to register. 

Adding/ Managing Recruiters

A Recruiter is responsible for adding and inviting respondents, tracking their engagement, and sending reminders. If a recruiter is not added, a moderator can perform these actions.

To add a Recruiter, you must contact support@indeemo.com.

You can check if a recruiter has been linked by clicking the three dots (...) on a project card in Manage Projects and selecting View details.

Changing Project Owner

If you need to move Project Owner permissions to a colleague, follow these steps:

1. On the Manage Projects screen, click the three dots (...) on a project card.
2. Click Change Project Owner.
3. Select a colleague from the list.

Your permission will automatically change to Moderator, and you will no longer be able to export media or manage the team. The new Project Owner will have to follow the same steps to change permissions back.