This guide shows you how to manage team members in Userback by inviting, removing, and setting permissions to ensure everyone has the right access for effective collaboration.
The Userback Widget and Browser Extension allow anyone to contribute feedback without needing an account. Users can also interact via a dedicated page or email.
Invite Members
Learn how to invite new members to your Userback Account.
Navigate to 'Members' on the left side menu.
Invite: Click the '+Invite Member' button.
Select either 'Invite via email' or 'Share invite link'
'Invite via email': Fill in the email address, member role, and specify project access, and click 'Send Invitation'. The invitation is valid for 72 hours.
'Share invite link': Select Projects, copy the invite link, and share with your new member.
Disable or Remove Members
Learn how to disable or remove members to effectively manage your team in Userback.
How to Deactivate a Member
Navigate to 'Members' on the left side menu.
Locate the Member and choose 'Deactivate' in the menu beside the user's name.
Confirm deactivation.
How to Remove or Delete Members
How to permanently remove a user from the workspace. It's important to note that if a user wishes to delete their own profile, they can do so after being removed.
Navigate to 'Members' on the left side menu.
Select 'Remove from workspace' from the ellipsis menu beside the user's name.
Confirm removal.
Set "Internal Comments Only" Access
Learn how to set "Internal Comments Only" access, so members can comment privately within the team and not interact with customers or reporters.
Go to the Project Overview page, and click the ellipsis menu next to 'Activated'.
Select 'Manage Members' and find the member from the list.
Select "Internal Comments Only" from the drop-down menu.
User Roles
Here's a brief overview of User Roles in Userback. For more control over User Access Levels, reach out to the Userback Team.
Role: Account Owner
Role: Account Owner
The Account Owner role has full access to the account, the owner will also be listed as an Administrator and there can only be one Account Owner per account.
Delete Account
Add and Manage Users and their notifications
Create, Copy, Archive, and Delete Projects
Edit and Manage General Project Settings, Workflows, Automation, Integrations, and Privacy Settings
Edit and Manage Portal Settings
Edit and Manage Widget Settings
Edit and Manage Billing, including changing subscription level and access to view and download invoices
Edit and Manage General Workspace Settings, Branding, and Connected Apps
Create and manage Extension Keys and API Tokens
Manually add Feedback
View, Edit, Manage, Share, Delete, and Resolve Feedback
View, Add, Edit, Delete, and Resolve Comments
View Meta Data, Session Information, and Activity Log
Manage Personal Notifications
Access to Board, List, Grid, and Inbox Views
Access to all Projects within the Workspace
Can Assign and be Assigned Feedback
Role: Administrator
Role: Administrator
Administrators have the same access as an Account Owner with the exception of being able to delete the Account, this is held only by the Account Owner.
Add and Manage Users and their notifications
Create, Copy, Archive, and Delete Projects
Edit and Manage General Project Settings, Workflows, Automations, Integrations, and Privacy Settings
Edit and Manage Portal Settings
Edit and Manage Widget Settings
Edit and Manage Billing, including changing subscription level and access to view and download invoices
Edit and Manage General Workspace Settings, Branding, and Connected Apps
Create and manage Extension Keys and API Tokens
Manually add Feedback
View, Edit, Manage, Share, Delete, and Resolve Feedback
View, Add, Edit, Delete, and Resolve Comments
View Meta Data, Session Information, and Activity Log
Manage Personal Notifications
Access to Board, List, Grid, and Inbox Views
Access to all Projects within the Workspace
Can Assign and be Assigned Feedback
Role: Collaborator
Role: Collaborator
The Collaborator role provides limited access and permission to individuals who need to contribute to the feedback and collaboration process, but may not require full control.
Manually add Feedback
View, Edit, Manage, share, Delete, and Resolve Feedback
View, Add, and Resolve Comments
View Meta Data, Session Information, and Activity Log
Manage Personal Notifications
Access to Board, List, Grid, and Inbox Views
Access to projects managed by the Account Owner or Administrator
Can Assign and be Assigned Feedback
Access can be limited to "Internal Comments Only" for enhanced project security.
Role: Guest
Role: Guest
The Guest role offers restricted access for external stakeholders like clients or customers involved in a project or giving feedback. It lets them view feedback in your account without accessing your project or workspace settings.
View and track the progress of Feedback
View Session Information
View, Add, and Resolve comments, excluding internal comments
Manage Personal Notifications
Access to List and Grid Views
Can be assigned Feedback
Set and Manage Notifications for your Members
As an administrator, you can ensure your team receives the necessary notifications for new and updated feedback.
Navigate to 'Members' on the left side menu.
Find the user you want to set notifications for.
Click the three dots next to their name and select "Set Notifications."
Turn the notifications on or off as needed.
Note: Your members are still able to manage their notifications, this could impact the notifications that you as an Administrator have set.
Restricting Member Access from Projects
You can restrict access so members only see the projects they manage.
Navigate to 'Members' on the left side menu.
Find the user you want to restrict access.
Click the three dots next to their name and select "Manage Roles and Access."
Use the drop-down selection to select or unselect project access.
💡 Tip: The Admin Role will automatically have access to all Projects, this cannot be turned off.
Frequently Asked Questions
Q: Can I resend an invitation to a user?
A: Yes, you can resend an invitation by navigating to the 'Members' section and selecting the option to resend the invitation next to the user's email.
Q: What happens when I deactivate a user?
A: Deactivating a user will restrict their access to the workspace and all its projects. However, their historical data and actions will remain intact. A deactivated user can be reactivated by navigating to the 'Members' section and selecting 'Reactivate' next to the user's name.
Q: What's the difference between deactivating and removing a user?
A: Deactivating a user restricts their access but retains their data. Removing a user permanently deletes them from the workspace, and they would need a new invitation to rejoin.
Q: Can a user change their own role?
A: No, only Account Owners and Administrators have the ability to change user roles.
Q: Can I change the account owner myself?
A: No, the ability to switch account owners is restricted to Userback staff as a security measure. This ensures that only the designated account owner can perform critical actions on the account.
Q: What does "Internal Comments Only" mean?
A: Setting a user to "Internal Comments Only" restricts them from viewing and making comments that are internal to the team, enhancing project security.