Admins can manage users in their organization. User Management is on the lefthand side underneath "Surveys"

Roles in Ecobot

Admins

1. Manage the account subscription
2. Manage users
3. Create and edit surveys
4. Force check-in, transfer, and merge surveys between any user

Managers

1. Manage users
2. Create and edit surveys
3. Force check-in, transfer, and merge surveys between any user

Users

1. Create and edit surveys
2. Force check-in, transfer, and merge only surveys they own

Invite Teammates

Admins and Managers can seamlessly invite teammates. You can assign whatever roles you need for each individual so you could have 4 Admins, or you could just have one Admin and 3 Users. Here is the number of teammates you can add to each plan.

1. Free - up to 4 users per team
2. Essential - up to 6 users per team
3. Pro - up to 10 users per team
4. Enterprise - unlimited!

Adding teammates 

On the Users page, you can invite teammates by clicking "Manage Users" or "Invite Teammate"

From there, you can select their role and send the email invite!

You'll see if colleagues haven't accepted the invite under "Manage Invites" and you can see when the invite expires and who the user is.

Editing Users

Overview

User roles in Ecobot Manager control what each team member can access and manage. Depending on your role, you can edit user information, update permissions, and assign roles to ensure everyone has the right level of access.

Who Can Edit Users

Your ability to edit users depends on your role:

• Admins can edit Managers and Users 
• Managers can edit Users only 
• Standard Users cannot edit other users

Note: Only Admins can promote or demote a user to or from the Manager role.

How to Edit a User

Follow these steps to edit a user’s role or information:

1. In Ecobot Manager, navigate to the Users page. 
2. Locate the user you want to edit. 
3. Click the pencil icon on the right-hand side of the user’s row. 
4. Update the user’s information as needed, including: 
   1. Role (Admin, Manager, or User) 
   2. Name 
   3. Email address 
   4. Phone number
5. Click save

The updates take effect immediately.

Best Practices

• Review user roles at the start of each project to ensure permissions are appropriate. 
• Limit Admin access to only those who need full account control. 
• Remove or downgrade users who no longer require access to reduce security risk.

Deleting Users

Deleting a user in Ecobot permanently removes their account access and associated project data visibility. This action should be done carefully to preserve team data continuity and maintain compliance with your organization’s record-keeping policies.

When to Delete a User

Staff turnover: An employee or contractor no longer works with your organization. 

License reallocation: You’re freeing up a paid seat for a new team member. 

Security hygiene: You need to remove inactive or unauthorized accounts.

If the user only needs temporary suspension, consider pausing access or changing their role instead of deleting them.

Who can delete users?

• Admins can delete Managers and Users.
• Managers can delete Managers and Users but not Admins.
• Users cannot delete anyone.

Pre-Deletion Checklist

Before deleting a user:

1. Transfer their projects – Transfer ownership of all surveys to another active team member. 
2. Download necessary data – Export any forms, reports, or datasets the user created if needed for audit or compliance. 
3. Notify your team – Communicate the change internally to avoid confusion about project ownership or data updates.

*You cannot a delete a user that has surveys. All surveys need to be transferred in order to delete the user. The delete icon will be greyed out otherwise.

Steps to Delete a User in Ecobot

1. Go to Users on the left-hand side of Ecobot Manager. 
2. Locate the user you wish to remove. 
3. Click ⋮ (More Options) → Delete User. 
4. Confirm the deletion when prompted.

What Happens After Deletion

The user immediately loses login access. Their license seat becomes available for reassignment.