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Setting up an Organization and Team

What is an Organization? How do I set up an Organization?

Written by Jeremy Katzman

When you first sign up for Respondent, you'll be prompted to either create or join an Organization (ORG). An ORG is essentially a collaborative account where you and your colleagues can create and manage projects together. You can even divide your Organization into Teams.


Organizing your Teams

All Teams live inside the ORG.

Some things are specific to a Team, like your Projects, Participant Database, and payment methods. These cannot be transferred from one Team to another.

You can invite Members from your ORG to join your Team. See more on how you can invite colleagues to your organization.

Please note, that if you assign a team member to multiple teams, only the teams they are assigned to will appear on the Team dashboard when logging in*.


Roles

There are three Roles in an Organization and a Team:

Role

Organization

Team

Owner

Settings

Edit Teams

Assign Team Members

Manage Admins

Settings

Billing Information

Assign Team Members

Manage Admins

Admin

Settings

Edit Teams

Manage Members

Settings

Billing Information

Manage Members

Member

Invite New Members

Create & View Projects

Owners may edit that ORG or Team's settings, from profile details, billing information, and other members.

Admins can manage other members as well as billing information and settings.

Members can view and edit projects, and invite other members, but cannot edit billing information or other ORG or Team settings.

Note: Just because you have a role in the ORG doesn't mean you will have that same status in every team within your ORG. In other words, it's common for someone to be a Member on the ORG level but the Owner of a Team. You can also be part of multiple ORG & Teams and have different roles within each.

*A teammate has visibility into all of the Teams across the ORG if they click on Browse Teams.


How to reach Respondent Support:

1. Start a chat with our Support Team directly from the chat support "bubble" in the bottom right hand corner of your screen (when logged into the Respondent platform). From there, our AI auto-help agent will immediately begin assisting you!

2. Our Support queues are monitored by real humans Monday through Friday, from 11:30 AM Eastern US until 7:30 PM Eastern US, excluding US federal holidays. Please allow more time for our assistance on Monday's and following US federal holidays, as we will be working to get caught up across all pending requests. There is no need to duplicate your outreach or send multiple follow ups, we will be with you as soon as we can!

3. In the event our AI auto-help agent is unable to resolve your issue, or answer your question, simply ask to speak to a human or select the "Talk to a Human" option at anytime and your thread will be escalated for a team member to review.

4. In the event the chat service is down or otherwise unresponsive, please email support@respondent.io as a backup option to reach our team. In order to keep queues organized and our follow up as efficient as possible, please only reach out via one method (either in-app Support Chat or email). Thank you!

We look forward to helping you! Thanks for being the best part of Respondent!

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