How to Invite Members to your Organization?
SureFeedback lets you invite members to collaborate on your projects easily. Follow these steps to invite new members and manage their access.
Step 1: Navigate to the Project Members Tab
- From your SureFeedback dashboard, click on the Project Members tab.
- Here you can see all members associated with your organization.
Step 2: Click on Invite Member
- Click the Invite Member button to open the invitation form.
Step 3: Enter Member Details
- Enter the member’s email address.
- Select a role for the member (such as Admin or Member).
- (Optional) Select one or more projects you want the member to be part of.
If no project is selected, the member will have access to all projects by default.
Step 4: Send the Invitation
Click Send Invite.
The invited member will receive an email with instructions.
- If the member does not have an account, they can create one from the email link.
- If they already have an account, they can log in to accept the invitation.
Step 5: Managing Members After Acceptance
- Once the invitation is accepted, the member will appear in the Organization Members tab.
- You can assign or reassign members to specific projects from the Projects section.
Access Levels
- Owners have full access to all projects and organization-wide settings.
- Members have limited access and can manage only the projects they are assigned to.
This process makes it easy to control who can view and contribute feedback within your projects.
For more information, check the related articles on managing projects and members.
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