Collaborate with teammates on research set-up, discuss details via comments and suggestions, or loop in stakeholders to review your screener survey, incentives, participant emails, and more before launch.
Coordinating across multiple calendars doesn’t have to be hard. We’ll handle the logistics of finding team-wide availability, get sessions booked, and take care of the calendar invites, reminders, and meeting links.
Keep participant communications consistent, branded, and professional across the entire team with reusable templates for emails, landing pages, and projects. With our template library, you can easily build upon what your teammates have already created.
Assign roles (admin, researcher, teammate) to democratize research safely as your team grows. Lock down sensitive data to only those that need to see it with PII masking and segment permissions.
Once your project has been created, you can add collaborators at any time—pre-launch to involve them in project setup, post-launch to collaborate on sessions themselves, or throughout the entire project.
You can currently set three roles in a team: Team Admin, Researcher, and Teammate. Each role has differing levels of access privileges and customization permissions.
With automatic scheduling, simply connect your calendar, set up availability and scheduling preferences, and our system will automate booking confirmed sessions within these guidelines.
Automatic scheduling is particularly useful for teams who need to coordinate availability amongst multiple researchers, or multiple projects. To take advantage of group scheduling, just make sure all collaborators have connected their calendars first!
Yes—we call these lists segments, custom groups of participants in your Research Hub panel that can help you quickly target (and retarget) the right users for your research. Segments have view/edit permissions, and can be shared with only specific researchers if access should be limited to a subset of people.
Projects will be easier to get started and faster to launch, you’ll have more visibility and control of the participant experience, and you’ll be able to collaborate with your team throughout the entire process. Learn more details about what’s new.
Yes, in the workspace you have the flexibility to edit details post-launch and make adjustments as you go. Toggle between the Research design and Participant management sections to make updates at any point in your project.
Don’t worry, we’re here to help! Check out our documentation to navigate through the new experience. If you need additional support, please contact your customer success manager, live chat us in the app, or email projects@userinterviews.com.
