Organization access management

The different statuses

Happydemics lets you add new members to your organization as admins, members or guests.

• Admins can add new contributors to the organization and assign them the roles of admin or member. Only the admin can remove access to other members or edit organization information.

• Members have access to all features for setting up measurement and inviting other members to join the organization.

• Guests are external parties who can only access the results of a measurement on which they have been invited to collaborate. They cannot set up a Brand lift. An external guest is only invited to access a specific measurement once the results are available. ​

Manage access to your organization

In the "Team" tab of the "Organization" section, you can :

• View the list of contributors;

• Invite new contributors to join your organization;

• Remove contributors from your organization;

• Resend an e-mail invitation to anyone who has been invited but has not yet replied;

As an Admin, you can also set their status (e.g. switch from Member to Admin).

Invite a colleague to join your organization

You can add members to your organization. To do so:

• Click on the "Invite users" icon on the navigation menu (top right-hand corner) on the home page;

• Enter your colleague's e-mail address;

• If you're an Admin, you can invite this person as a Member or as an Admin. Move your mouse over the information icon if you need more details on either status;

• Click on "Invite" to send an e-mail to the person you wish to invite, so they can create an account and join your organization.

Share a measurement with an external Guest

With an external Guest, you can only share the results of a measurement. To do so:

• On the measurement page, click on the "Add a Guest" icon in the navigation menu;

• Enter the guest's e-mail address;

• Click on "Invite" to send an e-mail to the person you wish to invite, so they can access the measurement.