Permissions are one of the most important parts of operating a research platform safely.
Why roles matter
Not every teammate needs the same level of control. Some users only need to review findings. Others need to build studies and manage recruitment. A smaller set should control team access, settings, and billing.
UserTest Pro supports these roles:
- Viewer — Can open studies, view responses and reports, and access shared outputs, but cannot edit study setup or launch fieldwork.
- Member — Can create and edit studies, configure screeners, adjust study design, and review analysis.
- Admin — Can manage workspaces, invite or remove users, control billing, and access workspace-wide settings.
How to invite teammates
- Go to Workspace Settings or Team Management.
- Click Invite Member.
- Enter the user’s work email address.
- Choose the appropriate role.
- Send the invite.
Admins should be able to resend, revoke, or update pending invitations if a role was assigned incorrectly.
Role assignment best practices
Use the lowest access level needed:
- Give Viewer access to executives, clients, or stakeholders who only need to review findings.
- Give Member access to researchers, PMs, or operators building and managing studies.
- Reserve Admin access for workspace owners or operational leads.
This prevents accidental launches, unapproved study edits, or billing changes.