PublicOp GuideMenu
Collaboration
Estimated reading time: 4 min

Team Management and Collaboration

Manage your projects together with your team, assign tasks, and increase efficiency.

👥 Working with Teams

PublicOp offers a scalable structure from single-person work to large teams. The 'Team Management' module becomes active in the Agency plan and above packages.

1. Inviting Members

As a team manager, you can invite your colleagues to your workspace via email address.

  • Go to Settings > Team Management menu.
  • Click the 'Invite New Member' button.
  • Enter the email address and assign a role.

2. Roles and Permissions

You can control the access level of each member:

  • Admin: Has full access to everything. Billing, adding/removing members, and managing all projects.
  • Editor: Can create, edit surveys, and view reports. However, cannot access billing settings.
  • Viewer: Can only view survey results and reports. Cannot make edits.

Note: Since you are experiencing Agency plan features during Beta, you can add up to 5 people as team members.

3. Project Sharing

You can share a project with the entire team, or share it only with specific people. This feature is ideal for confidential or department-based work.