Team: people, roles and invitations

Invite people by email, set their role and Manager, see instrument completion and consent, and open consenting people's reports.

Roles. Company Administrator (registration, eligibility and merit, subscriptions, visibility, users, agreement, withdrawal); Manager (completes assigned instruments, sees what the Administrator has made visible, can assign User-level instruments); User (completes assigned instruments only; never sees financial data or other people's individual results).

  • Invitations go through Entra External ID and expire after 14 days; resend or revoke from this page.
  • A company must always have at least one Administrator: the last Administrator cannot demote or remove themselves.
  • Removing a user removes access; their data is retained.
  • The individual-instrument columns show "completed" with a link only for people who consented to share with their employer; everyone else shows "not completed".

Related topics

  • Consent and your individual results Sharing individual instrument results with your employer is a separate, specific, versioned consent you can withdraw at any time.
  • Settings Company profile, widget visibility per role, dashboard layout, your consents and the research opt-out.
  • Registering your company Enter your ABN, confirm the details the ABR returns, declare your authority, and you become the Company Administrator.

Pages where this applies: /team