Project Members

Assign Editor or Viewer access to individual projects for team members who don't have organization-wide access.

Project members is the mechanism that grants Editor or Viewer access to specific projects. Owners and Admins already have access to every project, so no per-project assignment is needed for them.

How it works

  • Owners and Admins: auto access to every project (no per-project setup needed)
  • Editors and Viewers: access only to projects they are explicitly added to
  • The same person can hold different roles on different projects (e.g., Editor on one, Viewer on another)

How to assign

  1. Open the project you want to configure
  2. From the top-right menu, select Member Management
  3. The dialog shows the current project members
  4. Click Add Member to pick someone from the team member list
  5. Choose their role (Editor / Viewer) and click Add

Removing members

Click the delete button next to a member to remove them from the project.

  • Removing from a project does not remove them from the team. They can still access other projects they are assigned to
  • Owners and Admins cannot be removed from the project member list — they always retain full access

Viewer limitations

When added as a Viewer, a member can do only the following:

  • View GT and cross tabulations
  • Export (download CSV / Excel)
  • Preview the survey

Not permitted: adding or editing questions, publishing / unpublishing, changing survey settings, member management, and editing quotas or branching logic.

Operational tips

  • Easy to share results with specific internal stakeholders while keeping editing locked down
  • Useful for bringing external partners (e.g., a contracted researcher) in as Editors with scoped access to just the relevant projects