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How to Invite New Administrators

Use this article to invite new Administrators to your Recollective site and assign their operational roles.

Who can invite Administrators to a Recollective Site?

Analysts can invite other Administrators to their Site from within Site Administration.

Administrator Roles

When inviting an Administrator, Analysts can assign one of three roles:

  • Analyst: Has full Site access including the Site Administration area and ALL studies on a Site.

  • Moderator: Has full control over ASSIGNED studies. Moderators can program, moderate and interact with participants.

  • Client: Has observer access by default to view data within ASSIGNED studies. Additional Permissions and Privacy options can be enabled.

Steps to Invite New Administrators

  • Go to Site Administration > Admins

  • Click Invite New Admins

  • Select the desired Role (Analyst, Moderator, or Client)

    • Note: Selecting Analyst automatically grants access to all studies, all Panelist data, and Site Administration

  • Select the specific studies that the new Administrator(s) will have access to (applicable for Moderator and Client roles)

  • Enter the recipient's email address in the Email Address(es) field. If inviting multiple people, separate each email address with a comma or new line

  • Optional: Customize the Subject and Message fields for the email invitation

  • Click Invite

Still have questions?

If you have questions or feedback about this article, contact the Recollective Helpdesk at [email protected].

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