The three roles
Admin: manages the team, billing and access. Adds and removes people, changes roles, and handles the plan. Usually whoever owns research or the budget.
Researcher: creates and runs studies. Everything to do with the research itself: building studies, launching them, reviewing responses, reading results.
Observer: sees everything, changes nothing. Can view studies, watch sessions and read results, but can't create, edit, launch or spend.
What each role can do
| Admin | Researcher | Observer |
View studies and results | ✅ | ✅ | ✅ |
Create and edit studies | ✅ | ✅ | No |
Launch studies and spend credits | ✅ | ✅ | No |
Review and approve responses | ✅ | ✅ | No |
Invite people and change roles | ✅ | No | No |
Manage billing and the plan | ✅ | No | No |
Use Observer generously
This is the role most teams underuse.
Observer costs a stakeholder nothing in risk, they can't accidentally launch a study, change a screener or spend your credits. What they can do is watch real customers struggle with something, which changes minds far faster than a summary of the same finding.
Adding the people who will act on your research as Observers is usually the highest-return thing you can do with a seat.
Watching sessions
Colleagues can watch moderated interviews quietly without being part of the conversation. Participants are told someone is observing, but the call stays one-to-one.
Inviting people
Admins invite by email and set the role at the point of invitation. Roles can be changed later.
Seats depend on your plan: Starter is a single seat, so a team needs Pro, which has no seat limit. See Plans and what's included.
Removing someone
Admins can remove people at any time. Their studies and data stay with the team, so nothing is lost when someone leaves.