Add user to your account

Add user to your account

If you wish to collaborate with your team on your survey process, you have the option to add users to your account. You can grant them partial or full access, with a range of roles available based on the desired access level. Alternatively, you can create a custom role tailored to specific access needs.

Let's explore how to achieve all this.

  1. On the dashboard, go to Settings >> Users.



  2. Click on Add New User.



  3. Please enter the email address of the user you wish to grant access to. Next, select a role. (For more information about system-defined roles or creating a custom role, please refer to this article). After filling in the details, click "Submit." The user will now have access.

    Please note that the user must already have an account with Fynzo Survey to gain access. If they don't have an account yet, please ask them to first sign up with Fynzo Survey at www.fynzo.com/survey. Once they sign up, you can give them the access.



Please refer to this article to learn how the user can switch accounts to access your account. Once they do so, they'll be able to view and edit the features for which you've granted them access.

That's it. Hope the article was helpful. Thanks.