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Key Concepts Explained

Organization Hierarchy: Your Conveo organization is like a workspace where multiple team members can collaborate on research studies. Think of it as your company’s private research environment where you control who has access and what they can do. User Roles: Conveo uses a permission-based system with four distinct roles that determine what actions each team member can perform. Understanding these roles is crucial before inviting anyone, as it affects their ability to create studies, view results, or make requests. Default Settings: Organization-level defaults (like chart display preferences) apply to all new content but can be overridden individually. These act as your organization’s baseline preferences that save time for all team members.

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Pro Tips

  • Plan your role assignments carefully: Once someone is invited with a specific role, you’ll need admin permissions to change it later. Consider starting with more restrictive roles and upgrading as needed.
  • Use the stakeholder role strategically: This role is perfect for executives or clients who need to see results and can make study requests, but shouldn’t have the power to launch studies themselves. It creates a natural approval workflow.
  • Test email addresses first: Double-check email addresses before sending invites. Invalid emails won’t bounce back immediately, and you might not realize someone didn’t receive their invitation.
  • Set up your organization profile completely: Upload a recognizable profile picture and set your preferred default chart units before inviting team members. This creates a professional first impression and consistent experience.

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Quick Reference

User Roles at a Glance:
  • Admin: Start studies, launch studies, add people to organization
  • Member: Start studies, launch studies, use topic guide (cannot add people)
  • Viewer: View study results only
  • Stakeholder: View study results + access to request folder for study proposals
Key Navigation:
  • Settings → Organization → Organization Profile (for profile settings)
  • Settings → Organization → Members (for team management)
Default Chart Options:
  • Absolute numbers
  • Percentage values

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Complete Written Guide

If you prefer to read or want a reference, here’s the complete step-by-step process:

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Step 1: Access Organization Settings

  1. Click on Settings in the left-hand navigation menu
  2. Select Organization from the settings options
  3. You’ll see two main sections: Organization Profile and Members

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Step 2: Configure Organization Profile

Update Profile Information:
  1. In the Organization Profile section, click to upload a new profile picture
  2. Update your organization name if needed
  3. Choose your default chart units:
    • Absolute: Shows actual numbers (e.g., “25 responses”)
    • Percentage: Shows relative values (e.g., “45% agreement”)
Note: This is just the default setting. Individual charts can still be switched between absolute and percentage views regardless of this setting.

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Step 3: Invite New Team Members

  1. Navigate to the Members section
  2. Click the Invite button
  3. Enter the email address of the person you want to invite
  4. Select the appropriate role from the dropdown menu:
Role Definitions:
  • Admin: Full permissions including study management and team administration
  • Member: Can create and launch studies, use topic guides, but cannot manage team members
  • Viewer: Read-only access to study results and data
  • Stakeholder: Can view results and submit study requests through the request folder
  1. Click Send Invite to dispatch the invitation email

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Step 4: Monitor Your Team

  • View all current organization members in the Members overview
  • Check invitation status and member activity
  • Manage existing member roles as needed (admin permissions required)

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Best Practices

Before You Start:
  • Plan your team structure and role assignments before sending invitations
  • Ensure your organization profile is complete and professional
  • Verify you have the correct email addresses for all invitees
While Working:
  • Start with more restrictive roles and upgrade permissions as team members prove their need for additional access
  • Use the stakeholder role for external partners, clients, or executives who need visibility but not operational control
  • Regularly review your member list to ensure only current team members have access
Quality Control:
  • Regularly review your organization’s member list and their access levels
  • Remove access for team members who no longer need it
  • Ensure new members understand their roles and permissions
  • Keep organization settings updated as your team grows or changes
Anything missing? Let us know at [email protected] and we’ll help you out!