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Conveo’s permissions system gives you complete control over who can access and modify your research. You can set organization-wide roles, share individual studies with specific people or teams, and manage billing access independently.

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Key Concepts

Organization Roles: Baseline permissions that apply across your entire workspace (Admin, Member, Viewer). Study Sharing: Grant specific people or teams access to individual studies with different permission levels. Teams: Groups of users that can be granted collective permissions. Share once with a team instead of individually. Permission Inheritance: Users get the highest level of access from any source - organization role, individual shares, or team memberships.

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Quick Reference

Organization Roles:
  • Admin: Full control over organization, studies, and billing
  • Member: Can create and launch studies
  • Viewer: Read-only access to study results
Study Sharing Roles:
  • Full access: Share, delete, edit, view
  • Editor: Edit and view
  • Viewer: Read-only
Billing Account Roles:
  • Manager: Full control of billing
  • Approver: Approve spend and view transactions
  • Requester: Request spend and view transactions
Automatic Permissions:
  • Organization admins get full access to everything automatically
  • Study creators get full access to their studies

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Organization Roles

Organization roles determine baseline permissions across your workspace, assigned when you invite members.

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Permissions

RoleCreate StudiesLaunch StudiesView StudiesManage OrganizationRequest Studies
Admin✓✓✓✓✓
Member✓✓✓✗✓
Viewer✗✗✓✗✗
  • Admin: Complete control - manage organization, create/launch studies, access all billing
  • Member: Create and launch studies, cannot manage organization
  • Viewer: Read-only access to study results

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How to Assign

  1. Settings → Organization → Members
  2. Click Invite
  3. Enter email and select role
  4. Click Send Invite
You need Admin permissions to invite members and change roles.

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Sharing Studies

Grant specific permissions to individual studies beyond organization roles.

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Permissions

RoleViewEditDeleteShare
Full access✓✓✓✓
Editor✓✓✗✗
Viewer✓✗✗✗
  • Full access: Complete control including sharing and deletion
  • Editor: Edit topic guide and view results
  • Viewer: Read-only access
Automatic Full Access:
  • Organization admins (all studies in organization)
  • Study creators (studies they create)

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How to Share

  1. Open the study
  2. Click Share
  3. Enter email or select a team
  4. Choose role (Full access, Editor, or Viewer)
  5. Click Share
Best Practices:
  • Use Full access sparingly - only for those who need to manage sharing
  • Default to Editor for active collaborators
  • Use Viewer for those who just need visibility
  • Share with teams rather than individuals when possible

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Teams

Groups of users that receive collective permissions to studies.

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Benefits

  • Efficiency: Share once instead of multiple times
  • Consistency: All members get the same access
  • Flexibility: Users can belong to multiple teams
  • Automatic: Permissions are additive - highest access wins
Example: 
User with Viewer individually + Editor via team = Editor access

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Create a Team

  1. Settings → Organization → Teams
  2. Click Create Team
  3. Enter name and optional description
  4. Click Create
Requires Admin permissions.

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Add Members

  1. Open team from Settings → Organization → Teams
  2. Click Add Members
  3. Select users
  4. Click Add

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Share with Teams

Same as sharing with individuals - select the team name instead of entering an email.

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Billing Account Permissions

Manage access to payment methods and subscriptions with three distinct roles.

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Permissions

RoleView TransactionsRequest SpendApprove SpendManage SubscriptionManage Access
Manager✓✓✓✓✓
Approver✓✓✓✗✗
Requester✓✓✗✗✗
  • Manager: Complete billing control including payment methods and subscriptions
  • Approver: Can approve spending, cannot modify payment settings
  • Requester: Can request spend (requires approval), view transactions only
Default Access:
  • Organization admins automatically have Manager permissions
  • All other users need explicit access

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Grant Access

  1. Settings → Organization → Billing
  2. Select the billing account
  3. Click Share or Manage Access
  4. Add users or teams with appropriate role
  5. Click Save

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Troubleshooting

Can’t see a study you should access?
  • Verify you’re in the organization
  • Check if shared with you individually or via team
  • Confirm your organization role (Viewers see all studies)
Can edit but can’t share a study?
  • You have Editor access, need Full access to share
  • Ask someone with Full access to upgrade your permissions
Team members not seeing shared studies?
  • Verify they’re actually in the team (Settings → Organization → Teams)
  • Confirm study was shared with correct team
  • Try refreshing browser
Admin but can’t access a study?
  • Verify you’re an Admin (Settings → Organization → Members)
  • Confirm study belongs to your organization
  • Try refreshing browser
Can’t approve spend on billing account?
  • You need Approver or Manager access
  • Requester role can only request spend and view transactions

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Permission Hierarchy

How permissions combine:
  1. Organization Role - Baseline access
  2. Study Sharing - Individual study access
  3. Team Membership - Collective team access
  4. Automatic Permissions - Admin & creator access
Final Access = Highest permission from any source
Need help? Contact support@conveo.ai
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