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 measures 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 measure once the results are available.
Manage access to your organization
In the "Members" 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 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.
