Team Management

Access team usage & spend metrics in-app on the Reports page

Stay on top of research happening at your company—check the summary stats for a quick pulse check, or download a more detailed report.

How can I set up approved payment methods for my team?

Designate which payment methods your team can select at project launch

How do I set up roles and permissions for my team?

A look at our different team roles and their permissions

Set branding and communication defaults for your team

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

How do I establish SSO for my team?

Setting up your SSO login

How do I create and edit email themes?

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

How do I create and apply a sender profile for Hub emails?

Improve your email response by adding a personal touch.

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.

How do I set up a custom domain for emails?

Sending emails from your custom domain.