Inviting Team Members

Collaborate with your team by inviting colleagues to your Diaform organization. Team members can help you create projects, analyze responses, and manage interviews.

How to Invite Team Members#

1. Navigate to Organization Settings from the sidebar
2. Go to the Team section
3. Enter the email address of the person you want to invite
4. Choose their access level
5. Click Send Invite

Owners can invite admins, members, read-only users, and billing users. Admins can invite members, read-only users, and billing users. The Owner role cannot be assigned through an invitation.

What Happens Next#

When you send an invitation:

1. The invitee receives an email with a link to accept the invitation
2. They click the link in the email
3. They sign in to their existing Diaform account (or sign up if they don't have one)
4. Upon successful authentication, they are automatically added to your organization

If the invitee already has a Diaform account, they can accept the invitation after signing in. Diaform preserves the pending invitation through authentication.

Managing Invitations#

Pending Invitations#

All pending invitations are visible in the Team section of Organization Settings. These are invitations that have been sent but not yet accepted.

Revoking Invitations#

If you sent an invitation to the wrong person or need to cancel it for any reason, you can revoke pending invitations before they are accepted. Simply click the revoke button next to the pending invitation in the Team section.

Removing Team Members#

Owners can remove non-owner users, including admins. Admins can remove members, read-only users, and billing users, but cannot remove owners or other admins.

Click a team member row to inspect their details or change their access level. Removing a member requires confirmation.

Seat Limits by Plan#

• Trial: 1 seat (owner only)
• Starter: 1 seat
• Standard: 2 seats
• Pro: 5 seats
• Business: 15 seats
• Enterprise: custom

If you need to add more team members than your current plan allows, you'll need to upgrade to a higher-tier plan.

What Counts as a Seat#

Each accepted member, including the organization owner, counts as one seat toward your plan limit. Pending invitations also reserve seats, so you may need to revoke unused invitations before inviting someone else.