SoundingBox is committed to being a place where teams can research together, from collaborating on crafting studies, to sharing results.
Research is a team sport. This is why we put no limits on how you define your team. Invite whomever you want to your account, be it your boss, your colleagues, or contractors. All they need is an email address to join.
Some tools make you pay for "seats"—an antiquated practice that makes you ration logins and forces you to put limits on who can participate in the research process. We don't believe in that. Anyone who wants to create research or consume it should be able to, in our way of thinking, and licensing seats just doesn't fit into that vision.
To invite colleagues to your account, simply click on Manage Team, and enter their email address. They'll get an invitation in their email and be granted immediate access upon accepting your invite.
That said we do recognize that sometimes you want to manage access to your account. To this end, we've identified two levels of access that works well for most teams: admins and non-admins. Let's break each down.
# Admin Members
Account administrators have full control over the account. This includes the ability to create studies, launch studies, delete studies, modify billing information, and add other team members. Administrators can grant other team members administrative privileges and remove them as well. Because of this level of access, admins should trust one another and be comfortable with each other's level of access.
# Non-Admin Members
Non-admin team members aren't able to create or launch studies. They can't modify billing information, or manage other team members. Non-admin team members can also be thought of as "data viewers"—meaning they're able to consume the data administrators have made by creating and launching studies, but can't create and launch studies themselves. Non-admin members are free to preview the studies you've published.
# Pending Invitations
Once you have invited a team member, they will appear on Manage Team as pending invites. Here you can resend their invitation to them, if their invite expired or was accidentally deleted.
# Changing Admin Status
Once your team member has accepted your invite, they will appear in your list of team members on Manage Team. To make them an admin on your account, simply click on Make Admin. To reverse this click on Unmake Admin.
# Flexible Teaming
If you need multiple administrative teams, chances are you are an enterprise. SoundingBox supports this through enterprise accounts and annual billing for enterprise accounts. Book a demo to learn more.
If you don't feel you're an enterprise, but still need multiple administrative teams, simply create a separate account for each administrative team. This also has the effect of keeping the studies for each team separate. Also, there's no penalty for being a team member or administrator on more than one account. It's fully supported.
# Collaborating on Studies
Account admins are able to create and edit studies. All team members can preview studies as participants. To get feedback from a colleague on a study you have created, go to Manage and Launch and click on the dropdown for the study. There you'll find the Share option. Click on that and grab the Preview URL. This is what you want to share with your colleagues, perhaps on email or chat. They'll see exactly what participants will see, including any screening questions.
One handy feature for study collaboration is the Last Edited By field on Manage and Launch. This shows the user id of the team member who last edited a particular study. If someone is in the process of editing a study, that study will be locked by that person. A message will show who's editing that study to keep you from inadvertently overwriting each other's changes. If someone accidentally kept their edit tab open, and went home let's say, their edit lock will expire after an hour and you take over editing.