Team Management

Track budgets, monitor activity, and prove impact with Reports

Stay on top of research happening at your company with instant visibility into org-wide research activity, spend, and impact

Set up approved payment methods for your team

Designate which payment methods your team can select at project launch

Set up roles and permissions for your team

Ensure the right level of access with team roles and permissions

Set branding and communication defaults for your team

Help the whole research team stay on-brand when communicating with customers about research.

Establish SSO / SAML for your team

How to set up your SSO login

How do I create and edit email themes?

Our email themes allow you to create emails that reflect your brand.

Create and apply a sender profile for Hub emails

Improve your email response rates by adding a personal touch to your emails through Research Hub.

How do I invite colleagues to join my team?

Manage your team and invite new faces to help with your research

How can we update the company name or domain on our account?

Here's how to update your company name and/or domain association.

Set up a custom domain for emails

Sending emails from your custom domain.