Manage users

  • Updated

Admins and Managers can invite teammates to Ecobot, give each person a role, and change or remove their access. This article explains the three roles and how to invite and edit users in Ecobot Manager.

Roles in Ecobot

Every user has one of three roles:

  • Admin: full access, including the subscription and billing. Admins manage users and organization settings, create and edit surveys, and can force check-in, transfer and merge any survey in the organization.
  • Manager: for team leads. Managers manage users and organization settings, create and edit surveys, and can force check-in, transfer and merge any survey, but don't manage billing.
  • User: for field staff. Users create and edit surveys, and can force check-in, transfer and merge only the surveys they own.

You can have as many Admins, Managers and Users as you need, within your plan's seats:

  • Free: up to 4 users.
  • Essential and Professional: as many users as the seats you've paid for. To add seats, see Manage your subscription.

Find your team

Select Users in the side menu. The list shows each person's role, devices, surveys, checkouts and last sign-in. To find someone, search by name or email, or select a role above the list to see only that role.

The Users page in Ecobot Manager, with the Invite users button and a user's actions menu highlighted

Invite teammates

  1. On the Users page, select Invite users.
  2. Enter one or more email addresses, separated by commas. You can invite up to 10 people at a time.
  3. Choose their role. Select What can each role do? if you're not sure which to pick.
  4. Select Send invite.

The Invites page in Ecobot Manager, with the email addresses, role and Send invite fields highlighted

Each person gets an email with a link to join your team. The top of the page shows how many more people your plan's seats allow. Invites are valid for 7 days, and the ones not yet accepted are listed under Pending invites, where you can resend them to start a new 7 days.

Edit a user

  1. On the Users page, select the ⋮ menu on the person's row, then Edit user.
  2. To change their name, edit First name or Last name, then select Save changes.
  3. To change their role, choose User, Manager or Admin under Access, then select Update role.

A user's edit page in Ecobot Manager, with the role options and the Update role button highlighted

Changes take effect immediately, and a new role may change which surveys and settings the person can access. Only the person themselves can change their email address or phone number, from their own Profile in Settings. Under Active sessions, you can sign them out of any browser or phone.

Who can edit whom

  • Admins can edit Managers and Users.
  • Managers can edit Managers and Users, but not Admins.
  • Users can't edit other users.

Only Admins can make someone a Manager or change a Manager's role.

Remove a user

To remove someone, select the ⋮ menu on their row, then Delete user. Before you can, transfer their surveys to someone else and make sure none are checked out to them. For the full steps, see Delete users.

Good practice

  • Review roles at the start of each project, so everyone has the access they need.
  • Keep Admin access to the people who need full control of the account.
  • Remove or downgrade people who no longer need access.