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.